About SmartServ

SmartServ is a cloud-based field service management solution that helps service technicians manage day-to-day operations. The solution measures team performance on a weekly basis and helps technicians complete their jobs. It automatically sends email or text messages to clients, informing them about upcoming bookings and the technician’s estimated time of arrival.

SmartServ provides customized web forms to field staff so that they can fill documents and prepare reports on site. Technicians can also export reports in Excel or PDF formats. The solution helps technicians pitch service agreements to customers. It provides a dashboard that calculates technician and dispatcher scorecards and tracks business metrics with real-time information on revenue and ma...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

41 Reviews of SmartServ

Average User Ratings

Overall

4.51 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(25)

25

4 stars

(12)

12

3 stars

(4)

4

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 41 results

May 2019

Chad from Flow-Tech Plumbing and Heating Inc.

Verified Reviewer

Company Size: 51-200 employees

Industry: Mechanical or Industrial Engineering

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

May 2019

HVAC & Plumbing Service Department

as stated above it allows us to be paper free, have techs enabled to access customer info without needing time wasting calls to office and our collections are up near 95%-100%

Pros

easy to use, easy for our techs to use while out on service calls - to look at past history, and great for billing and collections.

Cons

no major issues that we don't like - it took a couple of months for everyone to get used to how it works, but we expected a learning curve.

May 2020

Matthew from United Heating & Plumbing

Verified Reviewer

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

March 2018

Sheryl from mm comfort systems

Verified Reviewer

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

March 2018

I am unhappy with the way that when you click on something the wheel just spins and spins.

Pros

I like the schedular and how you can see the individual appts per tech. Scheduling or creating a ticket is easy.

Cons

Everything works pretty good, except when you save something and you want to go back in a ticket, it makes you type the ticket # again . Also the times when the wheel just spins and spins is always when I have a customer on the line and I have to call them back when system is up again. This happens everyday and is very annoying. When I set my group in the schedular, it changes when I do different tasks, I would like it to stay where I set it in the morning and stay that way unless I manually change it.

February 2020

Karen from Road Runner HVAC

Verified Reviewer

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2020

Great System!!

Everyone I have worked with is very nice, very helpful, and wants to make sure we are 100% happy with the product. They go out of their way to fix any issues that may come up. They were with us every step of the way to get the system set up and make sure we were comfortable with it. Great team!!!

Pros

Everything is easy to get in and out of. Its self explanatory. If there is something you need help with, the support team is available right away to help. The schedule is very easy to use and quick to get around in. Glad we chose this system!

Cons

It would be easier if there is only one screen to input a customer and their issue. Right now you enter their information and have to add a ticket to generate a call for them. It would just be easier to have it in one screeen.

Reasons for Choosing SmartServ

I liked the entire set up over all of the rest of the systems we looked at. It is simple and very easy to figure out. Other systems were way too busy. It is very easy to change things as well.

November 2019

Daniel from Smallwood and Sons Electrical Services LLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Great Software

Customer management and scheduling has improved. Details are more readily available. Efficiency has improved.

Pros

The software is very thorough and has many features that are crucial for efficiency and productivity. We are very pleased so far and enjoy the awesome customer service that [SENSITIVE CONTENT HIDDEN] has provided since the on boarding process.

Cons

There are still a few things in testing but that was to be expected.