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 w...


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Supported Operating System(s):

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

57 Reviews of SmartServ

Average User Ratings

Overall

4.58 / 5 stars

Ease-of-use

4.5

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(39)

39

4 stars

(17)

17

3 stars

(4)

4

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 57 results

January 2021

Ryan from Pro-Tech Electrical

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

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

Replied September 2021

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.

April 2021

Sommer from CNS Mechanical Inc

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

3.0

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

Replied September 2021

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.

May 2021

Marta from Baikal Services Inc

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

4.0

May 2021

Easy to use, great customer service, good support.

Overall, our experience is great. I already feel a lot more free from daily entering invoices in the system. Being able to sync our invoices directly to QB helps to save time. If there are any discrepancies in the process of syncing our invoices to QB the SmartServ team is very quick to help out to make necessary corrections. [SENSITIVE CONTENT HIDDEN] are our on boarding managers - they are very knowledgeable and have been very helpful and responsive every time we would reach them through Zoom meetings, emails, or phone calls.

Pros

Easy to use, great customer service, good support, easy to use for technicians on the field, great speech to text feature to add notes (technicians love that feature). The app is able to locate the tax rate when on the job.

Cons

There is a room for improvement in creation of new tickets in the field platform. We would like to be able to create tickets from the calendar view, so that we could see our schedule and the time that is available for booking (in the field platform).

Reasons for Choosing SmartServ

Much more affordable, especially for a smaller company like us. Customer service is very pleasant with SmartServ.

March 2018

Sheryl from mm comfort systems

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.

Response from SmartServ

Replied August 2021

Sheryl,we really appreciate your honest feedback and thank you for the same. Apologies for the inconvenience caused to you. To help you resolve the issue with your ticket search, you can use the filters like, date, job status, technician and various others that will help you eliminate the need to continually search for the ticket #. We have released a new version of our software which is way more reliable, fast and better than the previous version. You can get in touch with your Account Manager for any further issues. Thank you and have a great day.

May 2020

Matthew from United Heating & Plumbing

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.

Reasons for Switching to SmartServ

Poor overall support by HCP. SmartServ rocks.