About Smart Service

Smart Service is a direct QuickBooks add-on that adds scheduling, dispatching, and more, making QuickBooks into a one-stop shop for all the administrative needs facing the modern field service company. In addition, the mobile Smart Service system expands QuickBooks with customer management, work orders, routing, time tracking, inventory, estimates, digital forms, workforce tracking, service histories, and many other easy-to-use features. Smart Service will help:

-Manage customers.
-Schedule jobs.
-Handle paperwork.
-Dispatch new work orders.
-Optimize travel routes.
-Track employee progress.
-Track vehicle use.
-Manage assets.
-Analyze marketing.
-Document work with pictures.

Because Smart Service works as a direct QuickBooks add-on, all work done in Smart Service gets duplicated in QuickBooks in real time. Smart Service helps eliminate double data entry and lets service businesses keep all their work in one centralized location.

Businesses in HVAC, plumbing, electrician, pest control, appliance repair, chimney, IT service, construction, document destruction, fire protection, irrigation, lawn care, landscaping, pool service, property management, and countless other field service specializations use Smart Service to go mobile, get organized, increase efficiency, and eliminate waste.

Pricing starting from:

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Smart Service

  • Schedule Easily - The drag-and-drop scheduler and intuitive scheduling board make assigning jobs easy.

  • Streamline Billing - Finish paperwork and collect payment on site, greatly reducing the billing cycle.

  • Stay Organized - A direct QuickBooks add-on, Smart Service expands your existing accounting software, keeping everything in one place. Enter data once and it stays in the system forever.

  • Instant Dispatching - Schedule jobs in the office and send the details to your employees' mobile devices with the click of a button.

  • Mobility - Eliminate clipboards, paperwork, and filing cabinets with a fully integrated system. Schedule, dispatch, complete, and file all paperwork digitally.

  • Reliable Support - The Smart Service Help Desk will guide you through installation, provide comprehensive training, and assist you with any problems you encounter in your day-to-day operations.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Antigua and Barbuda, Barbados, Bahamas, Canada, Jamaica , Saint Kitts and Nevis, Saint Lucia, Trinidad and Tobago, United States, Saint Vincent and the Grenadines

    Supported Languages

    English

    Pricing starting from:

    Not provided by vendor

    • Free Version
    • Free Trial
    • Subscription

    Images

    Smart Service Software - Scheduling and dispatch jobs with the drag-and-drop scheduler.
    Smart Service Software - Optimize service routes with the click of a mouse.
    Smart Service Software - Go mobile with the iFleet app for iOS and Android.
    Smart Service Software - Track the progress of your field workers throughout the workday.
    Smart Service Software - Add images to customer records and work orders.
    Smart Service Software - Manage inventory easily.
    Smart Service Software - Digitize your paperwork with fillable PDF forms.
    View 8 more
    Smart Service video
    Smart Service Software - Scheduling and dispatch jobs with the drag-and-drop scheduler.
    Smart Service Software - Optimize service routes with the click of a mouse.
    Smart Service Software - Go mobile with the iFleet app for iOS and Android.
    Smart Service Software - Track the progress of your field workers throughout the workday.
    Smart Service Software - Add images to customer records and work orders.
    Smart Service Software - Manage inventory easily.
    Smart Service Software - Digitize your paperwork with fillable PDF forms.

    Features

    Total features of Smart Service: 66

    • Accounting Integration
    • Alerts/Notifications
    • Billing & Invoicing
    • CRM Software
    • Chemical Usage Tracking
    • Contact Database
    • Contract/License Management
    • Cost Tracking
    • Customer Database
    • Customer History
    • Customer Management
    • Customizable Branding
    • Customizable Forms
    • Dispatch Management
    • Document Imaging
    • Document Management Software
    • Drag & Drop
    • Electronic Signature
    • Employee Management
    • Employee Scheduling Software
    • Equipment Management
    • Equipment Tracking
    • Estimating
    • File Storage
    • Fleet Management Software
    • For Commercial and/or Industrial Electrical Contractors
    • For HVAC Companies
    • For Lawn Care
    • For Locksmiths
    • For Pest Control Companies
    • GPS
    • Inventory Control Software
    • Inventory Management Software
    • Job Costing Software
    • Job Management
    • Job Scheduling
    • Lead Management Software
    • Maintenance Scheduling
    • Mobile Access
    • Mobile App
    • Mobile Payments
    • Mobile Signature Capture
    • Online Time Clock
    • Payment Collection in the Field
    • Payment Processing Software
    • Pest Activity Tracking
    • Pesticide Usage Tracking
    • Preventive Maintenance Software
    • Property Layouts
    • Purchase Order Management
    • QM/ABPro Interface
    • QuickBooks Integration
    • Quotes/Estimates
    • Real-time Updates
    • Recurring Appointments
    • Recurring Tasks
    • Routing
    • Scheduling Software
    • Self Service Portal
    • Service History
    • Task Scheduling
    • Technician Management
    • Time Tracking Software
    • Timesheet Management
    • Work Order Creation
    • Work Order Management

    Alternatives

    ServiceMax

    4.2
    #1 Alternative to Smart Service
    ServiceMax is the field service and asset management solution for hundreds of companies worldwide. The software is a...

    GorillaDesk

    4.8
    #2 Alternative to Smart Service
    Running a field service company is hard work. Between managing jobs, dispatching your team, and winning new business,...

    PestPac

    3.9
    #3 Alternative to Smart Service
    PestPac is a cloud-based software for pest control businesses which covers scheduling, routing, dispatching, materials...

    Less Paper

    4.9
    #4 Alternative to Smart Service
    Less Paper is a cloud-based field service management and work order management system which enables field service...

    Reviews

    Overall rating

    4.3 /5
    (261)
    Value for Money
    4.2/5
    Features
    4.2/5
    Ease of Use
    4.2/5
    Customer Support Software
    4.5/5

    Already have Smart Service?

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    Write a Review!
    Showing 5 reviews of 261
    Albert D.
    Overall rating
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Smart Service has been a God send to my company. We are now also "almost" paper free.

    Reviewed on 2017-12-21

    Efficiency - Efficiency - efficiency.
    And did I mention efficiency???

    Efficiency - Efficiency - efficiency.
    And did I mention efficiency???

    Pros

    Being able to use iPads or tablets in the field. By being able to use tablets we take away the technicians penmanship errors and can have the customer sign work orders so there is no confusion of who said what later.

    Cons

    Not being able to track individual extinguishers by date and have them update to when service is needed.

    Nate
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 5.0 /10

    Smart Service for Pest Control

    Reviewed on 2021-07-13

    It's been a long and arduous process learning to work with the software and customize it to fit our...

    It's been a long and arduous process learning to work with the software and customize it to fit our needs.

    Pros

    The software is very customizable. It has the features we need to apply data to ensure consistent service to our customers.

    Cons

    Due to the customizable design it requires admins that are highly skilled in software use and development. Not easy to navigate, conflicting layers/windows for data.

    Alternatives Considered

    PestPac and GorillaDesk

    Reasons for Choosing Smart Service

    We needed a software that fit commercial service processes like equipment scanning and trending reports. Bookkeeper insisted that software needed to interact with Quickbooks.

    Switched From

    FieldRoutes

    Reasons for Switching to Smart Service

    Software is made and built to mesh with Quickbooks (Intuit product).
    Ben
    Overall rating
    • Industry: Facilities Services
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 3.0 /10

    Good in theory, but impractical in implementation

    Reviewed on 2015-03-11

    Pros

    For the regular dispatching features, I was able to learn completely on my own with no instruction, becoming our in-house "expert." It is intuitive enough that I found solutions for problems that tech support thought had no work-around.

    Cons

    The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application. For example, if you have a customer with 10 locations and 15 total jobs, and they change their billing address, you have to manually go change it 26 times, in a clunky system that is not fast at all.

    Adding a new customer takes forever, especially if you have a location and job to enter as well. There is also no feature to have an AP email for their default QuickBooks email, while still have primary contact's email prevalent.

    Scheduling is nice that a job can recur indefinitely, but if a job cancels, you have to change its recurrence pattern PRIOR to inactivating the job, or it still comes up on the schedule. It also has no features for a job to occur for a certain period of time, or to recur on a seasonal basis.

    If your customers have multiple services per invoice, it is a huge pain. The "Batch invoices to Quickbooks" feature requires the user to post each individual batch one. at. a. time. Again, on a slow, clunky system.

    Many of the advanced features have not worked for us at all, or were not as advertised in the demo. Granted, the most annoying part (the scheduler does not work for us) is largely due to our painfully slow cloud system, making it inoperable.

    If you want to print a schedule for each employee, be prepared to pay for an upgrade (ours was $600) so they can program a custom report for you, that is iffy on how often it works on the first attempt. (Ours works on the second attempt every time.)

    The "Prospect" feature is useless... it doesn't transition over to "Customer" well at all.

    It is also impractical to use many features integrated with Quickbooks-- it requires syncing for anything useful, and with a large customer database, that is completely impractical for the frequency required.

    Bill your customer a flat rate each month? Forget about it, unless you cheat the system and create two jobs-- one that is the real job for your employee and charges nothing, and one that only your accountant uses.

    Bottom line: It's intuitive to figure out basic functions, but there is SO much room for error, and something simple like an updated address once took me 2 hours to complete for our largest customer. They need to do a complete overhaul of their programming and add some basic features before I could recommend Smart Service to anyone. We've found that to make it work, it requires constant ingenuity to come up with a work-around for design flaws.

    Verified Reviewer
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    takes time to get used to but very functional

    Reviewed on 2018-03-12

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

    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.

    Verified Reviewer
    Overall rating
    • Industry: Construction
    • Company size: 11-50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 7.0 /10

    Smart Service

    Reviewed on 2019-12-12

    It has been a good experience. It handles well with Quickbooks. We are switching to a better...

    It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.

    Pros

    It is fairly user friendly. I do like the posting and dispatch screens. Easy to read, easy to post. The ease of changing information is good and bad. From an accounting perspective, it is a bit soft on that aspect.

    Cons

    It took me longer to get the hang of this software than most softwares I have used. The reporting is not the best. Reporting is difficult to get what we want. It either has too much information or too little. I would like to see the ease of changing accouting information alot harder. It is too easy for the field techs to change.

    Showing 5 reviews of 261 Read all reviews

    Smart Service FAQs

    Below are some frequently asked questions for Smart Service.

    Smart Service offers the following pricing plans:

    • Starting from:
    • Free Trial: Available

    Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

    Smart Service has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Smart Service supports the following languages:

    English

    Smart Service supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Smart Service integrates with the following applications:

    Dropbox Business, Google Calendar, QuickBooks Online Advanced, Quickbooks Online

    Smart Service offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

    Related categories

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