Smart Service

Add scheduling, dispatching, and more to QuickBooks.

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.

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.

  • Devices

    Business size

    S M L

    Markets

    Antigua & Barbuda, Barbados, Bahamas, Canada, Jamaica and 5 others, St. Kitts & Nevis, St. Lucia, Trinidad & Tobago, United States, St. Vincent & Grenadines

    Supported Languages

    English

    Images

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

    Features

    Total features of Smart Service: 81

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

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    Reviews

    Overall rating

    4,3 /5
    (258)
    Value for Money
    4,2/5
    Features
    4,2/5
    Ease of Use
    4,2/5
    Customer Support
    4,5/5

    Already have Smart Service?

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    Write a Review!
    Showing 5 reviews of 258
    Albert d. F.
    Overall rating
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • 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.

    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
    • 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.

    Ben F.
    Overall rating
    • Industry: Facilities Services
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • 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
    • Industry: Consumer Goods
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Smart Service

    Reviewed on 2019/04/02

    Pros

    We have been Smart service users for approximately 6 years now. Smart Services customer service is unsurpassed. When you call they help you. The ease of remote login by Smart Service in an awesome feature. They can see exactly what the issue is.

    Cons

    I would say they have limited hours. If there is an issue on weekends, holidays or after business hours then you have to wait and that is the only con I can think of.

    Verified Reviewer
    Overall rating
    • Industry: Security & Investigations
    • Company size: 51-200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Workforce management made that easy!

    Reviewed on 2019/04/05

    Overall, software is awesome I have wonderful experience and the software helped our company a lot...

    Overall, software is awesome I have wonderful experience and the software helped our company a lot of effective workforce management.

    Pros

    What I like about the software is that aside from the fact that this is a scheduler, employees are being notified of the schedule/task update real time. Useful to us that is starting to expand our company that majority of our employees are in the field and no time to get back to the office for schedule check. Another awesome feature of this software is that after the schedule or task is complete management is notified back for the job well done.

    Cons

    In my experience I can't see any problem, probably the interface make it a little bit alive.

    Showing 5 reviews of 258 Read all reviews

    Smart Service FAQs

    Below are some frequently asked questions for Smart Service.

    Smart Service offers the following pricing plans:

    • Starting from:
    • 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.

    We do not have any information about Smart Service features

    Smart Service has the following typical customers:

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

    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, Phone Support, Chat

    Related categories

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