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

    PestPac

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

    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...

    Intuit Field Service Management

    2.8
    #2 Alternative to Smart Service
    Intuit Field Service Management ES is a field service management solution which offers job scheduling, invoicing, and...

    GorillaDesk

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

    Reviews

    Overall rating

    4.3 /5
    (263)
    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?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 263
    Denise
    Overall rating
    • Industry: Security & Investigations
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    ACI Smart Service Review 09-21-2016

    Reviewed on 9/21/2016

    We have been using Smart Service with the IFleet portion for our technicians in the field for about...

    We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.

    Pros

    The ease of entering customers, service tickets, time keeping and the GPS tracking are great benefits of this system. For the most part our technicians have been easily trained on the process and it has cut down on a lot of their processing time in the field.

    Cons

    We have used the "Get Customer" or "Sync Customer" functions many times and since some of our office employees enter data directly into QuickBooks, we've lost a lot of email address and contact information on our customers. This information is critical to our database and it's very frustrating to try to rebuild.
    We have several labor descriptions for our business and the work tickets can be set up correctly for the type of labor on a service call, the information transfers to the invoice in QB correctly, but defaults to ONE labor description on the time cards. So I end up having to revise nearly ever time card entry to correct the labor code. Also have to change the service or installation name from the sales rep's name to the actual technician that did the work. This has made the payroll processing a lot more time consuming than it used to be when it was entered directly through the time card entry in QB.

    Milakaa
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

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

    Reviewed on 3/27/2018

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

    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.

    Brian
    Overall rating
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 4.0 /10

    Moving company with smart service

    Reviewed on 9/28/2016

    There are certain fields in the moving industry that do not line up with other services. The mapper...

    There are certain fields in the moving industry that do not line up with other services. The mapper system seems to be extremely slow and locks up the computer at times when we attempt to use it. Some of the auto populated fields can not be turned off, so our secretaries are having to do double work to get the results we need. We are unable to add items in the field that carry over to smart service that will translate equally into quick books, so again the secretaries are having to go back and double work. At this time this is the program we use, but are in the process of looking at other programs that may be more flexible and less work for the office personal. We have spoken with our sales person and tech support on the issues noted above the I-fleet app that works with smart service the workers are consistantly telling us how slow the app is to respond!

    Pros

    The scheduling page that shows the number of trucks and color activated during time stamps

    Cons

    Not flexible for our industry, we keep hoping it will be more appealing to other options, but no luck after many years with the company.

    Mar
    Overall rating
    • Industry: Machinery
    • Company size: 11-50 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

    Reviewed on 3/25/2020

    Pros

    We really don't use the Software to its fullest. It We love the part we use

    Cons

    We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.

    Alternatives Considered

    ServiceMax

    Reasons for Choosing Smart Service

    Reporting

    Reasons for Switching to Smart Service

    it had more of what we were looking for
    Ken
    Overall rating
    • Industry: Consumer Services
    • Company size: 11-50 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

    Best business software

    Reviewed on 9/21/2016

    After trying many different types of software for my business, smart service outshines them all....

    After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.

    Pros

    It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.

    Cons

    I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.

    Showing 5 reviews of 263 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

    See all software categories found for Smart Service.