SmartServ

RATING:

4.54

(68)

About SmartServ

SmartServ is a cloud-based software that empowers field service contractors to gain control over their business with a one-stop collaboration platform that streamlines the operational workflow. Along with that, the mobile-friendly app multiplies the convenience of working. SmartServ enables service businesses to manage and operate work efficiently so that they can book more jobs, save time, and grow their business. The save and sync feature enables the field team to work offline in areas with no Wi-Fi. The QuickBooks sync (online and desktop) helps automate both billing and time cards and hence, eliminates duplication of efforts. Not just that, the service businesses can automate job-status and time tracking along with real-time communication with the office staff....

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based based on user reviews, which helps businesses find the right software.
SmartServ's Call Booking
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SmartServ Reviews

Overall Rating

4.54

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

4.5

Functionality

4.5

Showing 1 - 5 of 68 reviews

Ryan

Verified reviewer

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

January 2021

Excellent On-Boarding & Customer Service

SmartServ has given the best customer service that I have seen from any company. [SENSITIVE CONTENT HIDDEN] and his team are always ready to answer any questions that I have to get me moving on my next idea. They have been able to implement some of my ideas helping my business flow that much better.

Pros

The ability to have all job information in one place has changed everything for us, no longer having to look around through 3 different programs to find everything. We have been able to custom make checklists to keep track of progress on each project. All of our safety forms & any others have been digitized for us and entered into SmartServ for us to use at any point. The integration for us was very easy, if there was any discrepancies I was able to bring them up and they were fixed or I was given a solution very quickly.

Cons

There is a few small issues with how the app loads, a quick refresh solves most of these problems.

Reasons for choosing SmartServ

After reading the reviews, and seeing how customer service was top priority is what made the decision easy. I have been working with other programs with little to no customer support and it has made it difficult to learn how to do something.

Reasons for switching to SmartServ

We were using 2-3 programs to do what SmartServ is doing for us. The best part is that with everything being right in front of us and available on iPad in the field we are able to easily document as things happen, and less likely to forget to enter it in.

Response from SmartServ

Hey Ryan, thank you so much for writing wonderful feedback for us. We have introduced a lot of new updates as well as are working on improving the reliability of the product. You will see more improvements soon.Thanks again and have a great day.

Replied September 2021

Sommer

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

April 2021

Great software and support but connectivity in rural areas limits us

I am still working on getting my entered customers completely straight. Some double entries, spelling errors, etc. However, this is mainly my fault as our customer list was not in a proper spreadsheet, and our equipment log was on a paper log that smartserv techs transferred for me. So these kinks are getting resolved quickly once I notify [SENSITIVE CONTENT HIDDEN] or I catch them myself and go in and fix them. Overall Smartserv has been helpful and I confidence that the more I use it, the more our company will benefit from it.

Pros

Keeping track of Equipment and addresses with pictures is very beneficial. Estimates and invoicing on the spot is helpful as well

Cons

We live in a rural area and service very rural areas that sometimes do not have the best cell service. This is problematic for tracking mileage/travel time as the app shuts off. As well taking pictures of the job at customer's homes with little to no service, does not work, so the guys are taking pictures on their devices and texting me in the back office to upload them. Its not a big deal, but sometimes this gets forgotten etc.

Reasons for choosing SmartServ

Price Point, as we are a very small HVAC Company that transitioned from a paper and pen operation to computerized platform

Response from SmartServ

Hi Sommer, thank you for putting up an honest review for our product. We totally understand what you're facing. We have improved our Software's offline capabilities, your tech should be able to save picture notes, update job details and use forms. So that they won't have to send you the pictures anymore. Hope it helps you resolve the issue. For any other query you can get in touch with your Account Manager. Have a great day.

Replied September 2021

Scott

Company size: 2-10 employees

Industry: Consumer Services

Time used: Less than 6 months

Review Source 

This review was submitted organically. No incentive was offered

EASE OF USE

2

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

December 2022

Buyer Beware- Bulky, Time Consuming, and Pay in Full Up Front

Unsatisfied. Does not fit our business needs. Communication from SmartServ stopped when we canceled our paid in full subscription and have been unable to get a Contractual Refund on the balance for over 3 months now. They will not communicate their intention to refund.We went back and forth trying to tailor the software to suite our business. It took a long time to get something simple and necessary as Sales Tax to even be installed in the software, but was not accurate. Too time consuming for seemingly 'simple' task. Technicians who took to Quickbooks quickly were confused and uncertain as to how to use the software after multiple zoom trainings and infield use.We got sucked into the demo which we felt amplified SmartServ abilities, but found out it was too much and lacked some functionality. They used our inspection templates, digitized them, and now market them. They are rudimentary at best.

Pros

New customer data can be auto-filled if found on the web. Links to Google and Yelp on Invoice.Tracking employees routesTeam was very responsive when seeking assistance

Cons

Minimal response from any of the SmartServ team to refund the contractually obligated amount after canceling service. That friendly SmartServ team is only responded to two emails out of multiple emails and phone calls.What was sold and anticipated as a great help during the demonstration turned out to be bulky, requires significant more time to set up, train, and use. Not intuitive and efficient like our previous software.Multiple steps to incorporate many software aspects. Really need someone in an office to manage taking the call, setting up the customer, entering work ticket, Calendar event, creating estimate, transferring to invoice, etc.Could not compute Sales Tax in California; whereas, previous software was accurate and updated frequently when Franchise Tax Board released new district/local tax. Worked with them patiently for 2 months to get something that was not accurate.Technicians were frustrated when attempting to transfer use of software to the field; whereas, they were able to do some administrative task, set-up customers, estimate, invoice in the field.We provided the info/template they digitized and now advertise for fire protection inspections. No ability to use RFID and Scanner to eliminate. I would have rather spent the money used on the SmartServ system to buy program and equipment to track asset/inspections.

Reasons for switching to SmartServ

Originally looked for a full management software for future growth but found this system to not be complete and not user friendly. Ultimately ended up back to Quickbooks Online and all the headaches of trying to implement and manage this software went away.

Matthew

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra 

This review was submitted organically. No incentive was offered

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

May 2020

Finally!

FIRST RATE support and customer Service. I have 2 point people who are always available and are always asking me how they can help my business. This is the best customer service I’ve seen from any type company in a while. I’m happy with the software, and I’m doing a slow roll out so it’s perfect day 1. I’m delighted with the customer service however. They truly care about their customer and customer service.

Pros

I’m a House Call Pro refugee. HCP is not horrible. There are a few items that are important to me they don’t have. I left because of zero meaningful support. I don’t want to spend 2 hours reading FAQs or text support. SmartServ has more features and more flexibility. I can customize it to my demand service HVAC business. It’s flexible; sorting etc

Cons

None so far. I’m in the first 6 months. So far so good.

Reasons for choosing SmartServ

Customer service flat out. They really invest in their customers and it shows every day.

Reasons for switching to SmartServ

Poor overall support by HCP. SmartServ rocks.

Jessey

Company size: 2-10 employees

Industry: Construction

Time used: Less than 6 months

Review Source: Capterra 

This reviewer was invited by the software vendor to submit an honest review.

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

July 2020

Great product for Small Businesses in the Trades

The customer service with SmartServ is great. They are always there and able to help with any inquiries or issues. They are also always open to taking new ideas to improve the product. So far, this has been an easy product to use with enough features to help our business grow.

Pros

Very easy to use features, straightforward and easy to understand as a new user. Also easy to use in front of customers to show estimates, collect payment etc. Visually done well. Syncs easily with Quickbooks.

Cons

Once jobs are completed you cannot edit the timing in the schedule to reflect the job correctly. You also have to remember to save every time you make a change on the schedule tab.

Reasons for choosing SmartServ

Service Titan is currently out of our price range.

Reasons for switching to SmartServ

Needed something with more customization options and more in depth tracking and note keeping. We were growing quickly as a business and needed something to keep up with that.

Response from SmartServ

Hey Jessey, thank you for writing an honest feedback for our product. Through the period of time we brought in some really nice updates, the one that you're looking for being one of them. You can go ahead and have a look at it. Thanks and have a great day.

Replied August 2021

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