Smart Service

Add scheduling, dispatching, and more to QuickBooks.

4.3 /5 (257 reviews) Write a Review!

Smart Service Overview

What is 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.

Smart Service Overview

Pricing

Starting from
US$1,599.99

Pricing options

Free Trial
One Time License
Value for money

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 Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

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

Smart Service Reviews

Smart Service Reviews

Overall rating
4.3
/
5
Excellent
134

Very good
93

Average
19

Poor
6

Terrible
5

Value for Money
4.2
Features
4.2
Ease of Use
4.2
Customer Support
4.5
88% recommended this app
Albert d. F.

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

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


Mar A.

Smart Service


Deb H.

Scheduling Guru

My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.


Lynn R.

Chimney Solutions - Smart Service

It enables a smoother financial closing process.


Annette K.

Smart Service for HVAC-R Application

The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.


Albert d. F.
Company size: 51-200 Employees

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

Used Daily for 2+ years
Reviewed on 21/12/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mar A.
Industry: Machinery
Company size: 11-50 Employees

Smart Service

Used Daily for 2+ years
Reviewed on 25/03/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Deb H.
Industry: Consumer Services
Company size: 2-10 Employees

Scheduling Guru

Used Daily for 1+ year
Reviewed on 21/09/2016
Review Source: Capterra

My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.

Pros

Being able to schedule the field guys is fantastic. I can look at the screen and immediately know if I have a worker available or not. If a person takes the time to learn it the scheduler can be your new best friend. Some of the men really LOVE that they can take photos of the job site, the work, parts that need to be replaced and it stays with that job forever. I love that too. It is very handy.

Cons

Since Smart Service makes a new, unique job in Quick Books every single time you make a job, it makes more sense to have QB in single user mode all the time so a job can be deleted if necessary but my employer uses QB in his office to do his bids and the invoicing so it can be a pain in the neck. There is no way to tell Smart Service to print ONE work order if the jobs are assigned to the department and to the person (indicates who is doing the job) it automatically spits out one for the office that I don't need, one for the job, and one for the human. Once a person's name is entered as a customer there is no way to change it. It is wrong forever. Once it is used in QB it can only be made inactive not deleted. It might be a Quick Books interface problem which is not really Smart Service's problem but if Quick Books runs into a problem and has to close (but they always apologize for the inconvenience ;) ) then I have to close Smart Service, re open QB, start Smart Service, wait for it to go through it's acrobatics (gathering data) before I can use it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Lynn R.
Industry: Construction
Company size: 51-200 Employees

Chimney Solutions - Smart Service

Used Weekly for 2+ years
Reviewed on 20/08/2020
Review Source: Capterra

It enables a smoother financial closing process.

Pros

The processes provide me the capability to determine the stage of the jobs.

Cons

Integration was not difficult. I do wish that I had more experience with the report writing to capture information and in the format that I need it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Annette K.
Industry: Construction
Company size: 2-10 Employees

Smart Service for HVAC-R Application

Used Daily for 2+ years
Reviewed on 3/04/2020
Review Source: Capterra

The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.

Pros

I appreciate the ability to create different locations under one customer name. We have Home
Warranty companies that we contract with and we can neatly arrange their locations and jobs for ease of access. The ability to upload and store images of customers equipment has been invaluable for insurance claims and warranty coverage and keeping track of model and serial numbers. Being able to send emails and texts from within the program saves time and the message!

Cons

Preparing reports that are specific to your needs. I have struggled with preparing a report that clearly shows what items we have sold and how many of them in a year. The screen flickers almost all the time when using Smart Service.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
8.5/10
Based on 257 user ratings
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Smart Service Pricing

Smart Service Pricing

Starting from
US$1,599.99
Free Trial
One Time License
Value for money

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

Value for Money
4.2/5
Based on 257 user ratings
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Smart Service Features

Smart Service Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.2/5
Based on 257 user ratings
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Categories

Additional information for Smart Service

Additional information for Smart Service

Key features of Smart Service

  • Custom fillable PDF forms
  • Custom forms
  • Customer database
  • Customer feedback collection
  • Customer history
  • Customizable interface
  • Data conversions
  • Dispatching
  • Drag & drop interface
  • Equipment & vehicle tracking
  • Field estimates
  • Hosting
  • Instant job dispatching
  • Inventory management
  • Job scheduling
  • Onboarding
  • Purchase orders
  • QuickBooks integration
  • Real time updates
  • Recurring work scheduling
  • Service agreements
  • Service routes
  • Service scheduling
  • Setup assistance
  • Signature capture
  • Task scheduling
  • Training
  • Video tutorials
  • Website lead capture

Benefits

  • 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.

  • Smart Service FAQs

    Smart Service FAQs

    Below are some frequently asked questions for Smart Service.

    Q. What type of pricing plans does Smart Service offer?

    Smart Service offers the following pricing plans:

    Starting from: US$1,599.99

    Pricing model: One Time License

    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.

    Q. What are the main features of Smart Service?

    Smart Service offers the following features:

    • Custom fillable PDF forms
    • Custom forms
    • Customer database
    • Customer feedback collection
    • Customer history
    • Customizable interface
    • Data conversions
    • Dispatching
    • Drag & drop interface
    • Equipment & vehicle tracking
    • Field estimates
    • Hosting
    • Instant job dispatching
    • Inventory management
    • Job scheduling
    • Onboarding
    • Purchase orders
    • QuickBooks integration
    • Real time updates
    • Recurring work scheduling
    • Service agreements
    • Service routes
    • Service scheduling
    • Setup assistance
    • Signature capture
    • Task scheduling
    • Training
    • Video tutorials
    • Website lead capture

    Q. Who are the typical users of Smart Service?

    Smart Service has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    Q. What languages does Smart Service support?

    Smart Service supports the following languages:

    English

    Q. What type of pricing plans does Smart Service offer?

    Smart Service has the following pricing plans:

    One Time License

    Q. Does Smart Service support mobile devices?

    Smart Service supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Smart Service integrate with?

    Smart Service integrates with the following applications:

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

    Q. What level of support does Smart Service offer?

    Smart Service offers the following support options:

    Knowledge Base, Online Support, Phone Support, Video Tutorials, FAQs