Smart Service software


Smart Service is a field service management software that assists businesses with scheduling and dispatching activities. The software connects with QuickBooks for exchanging financial data and transaction records. Smart Service is a modular software comprising of integrated modules for scheduling, reporting, dispatching, workforce tracking and inventory management.

Smart Service teams with QuickBooks to synchronize existing and new customer, product, employee and service information within both applications. With automated route planning tool, service delivery managers just have to add service locations and the tool automatically builds daily service plans for field operators and drivers. The mobile-enabled technology allows field workers to communicate with their back-end managers, receive service details, and send service updates.

Smart Service is GPS enabled and allows office managers to track locations of their field drivers. The solution also provides inventory management features to track inventory level, update inventories and more.

Smart Service is used in various field service businesses including HVAC, plumbing, pest control, cleaning, contractor and handyman businesses.

Supported Operating System(s):
Windows 8

240 Reviews of Smart Service

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  • Loreto from CJI

    Specialty: Other

    Number of employees: 11-50 employees

    August 2018

    Useful Software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Aside from the fact that Smart Service is very easy to use I also like that it can be linked to quickbooks. It's scheduling feature is very useful.Also, they have a great customer support.

    Cons

    At this moment of time, I do not have any bad comments with Smart Service. I am very thankful of this software.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 201-500 employees

    July 2018

    Simple and easy to use excellent service and great customer support.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great Customer Support

    Pros

    This software has made the day to day struggles a breeze and customer handling easy, cannot remember a time not using this system

    Cons

    The day to day use of this service is great however if there was one thing I could change it would be the location of the calendar very bulky.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • osahon from community research and development centre

    Specialty: Energy and Utilities

    Number of employees: 11-50 employees

    June 2018

    My experience using Smart Service has been wonderful, costumer service is always listening to real world scenarios and using those to improve the software.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The features it offers for the field staff are great, it allows for tracking real time and also be able to generate pay role. It is very user friendly.

    Cons

    i would advice that a manual for this program can help increase the rate at which users understand every feature in the software, so that field users can quickly learn how to use the software.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Chris from Nor Cal Fire Equipment

    Number of employees: 2-10 employees

    June 2018

    This is a great program and easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Not having to hand enter every invoice. Now the techs can do it and then I just post and print. So simle.

    Pros

    This program reads out QuickBooks, which made it easy to transition
    Customer service is amazing, they have always been able to walk me thru whatever problem I have

    Cons

    Not all of our forms can be prefilled. Technicians cannot change the dates of service. There is not much bad to say about this program it works like it supposed to.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Yanina from EyM solitions

    May 2018

    Is a field service management software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It's a great success I like it because it makes recurring jobs easy to set up and keep up without much ado

    Cons


    The cost to be paid to access other options or modules can be taken as a disadvantage. however, until now I am pleased

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Josh Bernthold, from The Hotshot Group

    April 2018

    Great field mgmt software for Quickbooks users

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

    Cons

    There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jessica from Mission Mechanical

    Number of employees: 51-200 employees

    April 2018

    Worked very well for dispatching HVAC/Plumbing/Electrical Service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.

    Pros

    The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.

    Cons

    Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Milakaa from Smart Plumbers & Rooters

    Number of employees: 2-10 employees

    March 2018

    Smart Service is the program we use on an hourly basis to keep our service business going.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Everything is organized for me, makes taking, tracking calls a breeze!

    Pros

    Basic scheduling is very easy to learn, it only took me a couple of days to start scheduling basic calls. The rest involved mainly learning the service business that I work for in order to discover other needs within Smart Service. There is additional support via Smart Service's monthly webinars on various topics to assist with learning. I've attended 'Service Agreements' which I didn't know was possible until the webinar. I really like the reporting feature, it can generate useful data by request. For instance, pulling reports by customer location; if I want to view which customers live in South San Francisco I can easily create filters to do so. You really don't know how valuable a program is until your without it. We experienced our internet being down for half a day and had to go back to paper scheduling; that made us all realize how important Smart Service is to our business for sure!

    Cons

    If you misspell a customer name after selecting 'new customer/prospect' and make it to the main customer screen, you have to go into QuickBooks to make the corrections although it is a new customer. It would be better for new customers only to keep it unlocked until save is selected. That would save some time; I don't make constant errors but it happens occasionally. Also, tracking technicians does not seem to work 100%. I've made sure that their tablets are syncing but only have three technicians showing up on the map. Sometimes it can take a long time to load a customer and that delays a call and time. Other than those three minor problems, I can't really think of anything else.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Angela from Hoover Pressure Cleaning

    March 2018

    The best customer service!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The best customer service. Able to do all of our scheduling with ease. It works with quickbooks which was a huge selling point.

    Cons

    There is no way to see the schedule for everyone when the owner is out of the office. This is the #1 complaint from the owner.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • diannah from Focus Heating & Construction, Inc

    Number of employees: 2-10 employees

    March 2018

    Encouraging!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It seems to have lots of flexibility and based around helping us to never 'drop the ball' again! I especially like the ease of scheduling and ability to have multiple in process schedule window open so I can bounce between calls when needed. Also the waiting list sort capabilities and the post to invoice window so I can always see what is not yet compete - I know I am not even coming close to working the software to it's fullest nor correctly but it is leaps and bounds above what we were using and the integration with QB is fabulous!

    Cons

    This is not a like least, but so many details and hard to know which areas to focus on first to create a smooth transition and flow of work.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    takes time to get used to but very functional

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)

    Pros

    That it integrates with quick books; is a good reoccurring database of our client with reoccurring work on semi and annual basis. no need for a separate data base anymore. When use with iFleet all work orders come back to the office electronically along with any photos taken, and can be processed immediately if desired; although some customers complained the guy was still in the parking lot when they got the invoice; LOL
    the tech also has the ability to make estimates and email to the client right on the spot with our custom made form.
    Has reduced our paper consumption by 80% in the first year.

    Cons

    Sometimes there is a long lapse between windows; generally it is several seconds but at time it can be 15 to 20 seconds.
    Having to update the customer list almost everyday; it tedious and with over 10K clients can take a long time.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Keith from Gold Coast USA

    Number of employees: 51-200 employees

    March 2018

    Very Informative and useful as well as user friendly for our technicians

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    As i stated before this program (iFleet) was very easy to understand and use. This made implementing it with our technicians all the easier. The Smart Service side was a little more complex but even still the depth of the tracking is great. It shows our technicians in route, lists our customer locations and more. Thanks

    Pros

    What i liked most about this program was the ease of use as well as how efficiently it tracks our fleet, jobs, technicians, customers and more.

    Cons

    What i liked least about this program was that the inventory module is an add-on. If this module came with the program it would help immensely

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sarah from A-1 Advantage Asphalt

    March 2018

    I haven'd had many issues, but customer support has always been very quick to help.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like the organization of the jobs and customers. I also really like that it syncs to quickbooks at ease.

    Cons

    Sometimes seems to have trouble syncing up with our ifleet tablets. Other than that, everything is great.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tobey from Boyd Heating & Cooling

    Number of employees: 11-50 employees

    March 2018

    Smart Service has made my job as a dispatcher & A/R much easier Their customer service is the best!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It has streamlined the way I dispatch & invoice all of our customers. It also makes keeping up with our maintenance agreements much easier.
    The customer service is outstanding & luckily for me they are very patient.

    Cons

    The only thing I've had issues with so far is the reports feature. There are almost too many to choose from... I hope a webinar is on the way.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Emily from Casper Fire Extinguisher Service

    March 2018

    We use Smart Service for all our scheduling. Everything kicks out on time!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    We love that all our customers are able to have their extinguishers serviced every year on time due to Smart Service scheduling. Love the reporting tab so we can get a monthly spreadsheet of what we have due each month.

    Cons

    I've been using this software for 3+ years and have never had a problem so far! If I ever did, their technical support is always so helpful!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • brittany from Reliable Services

    Number of employees: 51-200 employees

    February 2018

    easy to use, but don't benefit from all aspects

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    There are too many options and buttons that I do not use and do not know what service they provide.

    Pros

    easy to search for clients and i like how you can leave notes in each clients file that shows up when you print the schedules

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sara from Little Caesars Corporate Office

    February 2018

    Smart Service has been a great tool for combining so many normal day work activities.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Love that this product is connected to Quickbooks. Easy way to combine banking, scheduling, jobs and invoices and many more all in one. Glad it is user friendly and able to edit or change anything quickly.

    Cons

    Some glitches here or there but usually easily remedied. Customer service is usually pretty quick with any questions or concerns. Overall, good product!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lucas from Formerly Thompson Services Inc.

    Number of employees: 11-50 employees

    January 2018

    This software along with I fleet helped us streamline our scheduling and billing without paper

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    less paperwork and holds on to all open jobs scheduled until they are completely billed out

    Pros

    It integrates with the google calendar and Quickbooks. It holds pictures of jobs and really makes recurring jobs a breeze to setup and keep up with along with storing equipment mn and sn as well as warranty info.

    Cons

    nothing to really complain about. Sometimes the google calendar can be a hindrance because technicians can see 3 days out out and may be concerned about projects they are not on yet. Some may even develop a sickness they did not know they had in advance of a project they want to avoid.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alisha from Advanced Climate Solutions

    January 2018

    Smart service has helped me to keep track of every aspect of each individual customer and jobs.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that the software is user friendly and can be saved, changed and added to at any point of the job process. Keeping track of hours and job items has never been so easy. I can manage ifleet and scheduling simultaneously as well as customer follow ups and invoicing without delay.

    Cons

    What I like least about the software is the many triggers that inhibit me of recording certain vital job status changes, or general information or notes while the job is ongoing. Sometimes that shared information needs changed or updated during the job, the triggers resend unnecessary jobs back to ifleet. But even with these triggers, I am still very pleased with the software. I would like to know more, as I am always learning new features as the need for them arises.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bill from Certain Services, Inc.

    January 2018

    The team at Smart Service were very helpful in getting the issue discussed and resolved

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The scheduling feature is user friendly providing detailed technician information as well as a color legend categories. The ease of moving jobs from technician to another is a huge advantage without re-entering information.

    Cons

    There isn't a maps feature that works that is similar to Google Maps
    Not able to have templates for our service technicians that is easy to set up or maintain without an additional expense having it built without a guarantee that it will work properly

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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