What is Smart Service?
Smart Service is a desktop application that adds scheduling, dispatching, routing, inventory management, equipment tracking, service histories, workforce tracking, payment processing, and much more to QuickBooks. This allows field service companies to streamline their operations and avoid double data entry. Smart Service imports existing customers from QuickBooks, allowing users to schedule and dispatch work to their current customer database (as well as schedule jobs for new customers). Smart Service is a direct add-on to QuickBooks, and as such, QuickBooks is required for use. To better understand the relationship between Smart Service and QuickBooks, please refer to this diagram.
What does Smart Service do?
Simply put, Smart Service runs service companies. Smart Service keeps comprehensive records of all of your customers and allows you to schedule and assign new jobs to them. Once work is completed, Smart Service automatically creates a ready-to-bill invoice for the corresponding job/customer within QuickBooks. Smart Service can also be used to:
- Maintain a customer database.
- Schedule and create estimates.
- Schedule jobs.
- Set job notes and create work orders.
- Track vehicle information and set maintenance reminders.
- Assign pictures to jobs or customers.
- Set and send job reminders.
- Optimize service routes.
- Assign and dispatch jobs to employees.
- Store customer service histories.
- Track customer equipment.
- Track your company’s deployed assets.
- Process custom PDF forms.
- Store unique, customized job and customer information.
- Manage purchase orders.
- Monitor inventory.
- Receive updates from field technicians.
- Manage projects.
- Automatically create invoices within QuickBooks.
- Collect credit card and check payments.
- Establish job costing.
- Track employee time.
- Handle payroll.
- Manage commissions.
- Monitor workforce activity.
- Solicit customer feedback.
- Analyze/track marketing campaigns.
- Send text messages.
Who uses Smart Service?
Smart Service is the perfect scheduling software for service companies of every size and specialization. Current customers include HVAC and plumbing companies, as well as businesses in the electrician, pest control, chimney sweep, window cleaning, document destruction, pool/spa service, landscaping, septic, fire protection, restoration, appliance repair, lawn care, construction, irrigation, handyman, security service, and mechanical contracting arenas. Within a company, Smart Service is typically used by the owner, receptionist, dispatcher, operations manager, and/or other office staff.
Is there a mobile version of Smart Service?
Yes! The Smart Service mobile app (called iFleet) keeps your office and field teams connected. Dispatchers can schedule jobs in the office with Smart Service, then dispatch them to their employees’ mobile devices in the field. To get an idea of how the Smart Service system works, check out this demonstration video or take a look at this chart.
Can Smart Service be customized to fit the specific needs of my company?
Our team does a great deal of custom development, including database migrations and custom form creation. We also offer several Smart Service expansions and add-ons to tailor the software to the needs of specific service specializations. For more information, please contact us to speak to one of our software experts.
Do I need QuickBooks to use Smart Service?
What version of QuickBooks do I need to use Smart Service?
Smart Service works with almost every version of QuickBooks, including Premier, Pro, Enterprise, and Online.
What are Smart Service’s system requirements?
The Smart Service’s system requirements can be found here.
Is there a Mac version of Smart Service?
No. Currently, Smart Service is exclusive to Windows computers/servers.
Can I schedule a Smart Service demo?
Is there a free/lite version of Smart Service?
No. However, you can schedule a free demonstration to learn how Smart Service will work for you and your company.
Where/how can I buy Smart Service?
Will I need help installing Smart Service?
After you make a Smart Service purchase, our implementation team will contact you to schedule your installation. During installation, we will remotely connect to your computers and install the software.
How can I quickly train my staff to use Smart Service?
After installation is complete, we will schedule and conduct three remote, one-on-one, personalized training sessions for you and/or any other pertinent members of your team. (We provide a recording of these sessions for future reference.) In addition, our comprehensive online manual is a useful tool for both new and experienced users. We also offer a plethora of how-to tutorial videos to guide you through Smart Service’s immense features. We also hold free, weekly group training sessions.
How does tech support work?
The Smart Service support plan grants you unlimited use of our Help Desk, which is available from 8:30 AM to 5:30 PM ET every Monday through Friday (excluding holidays).
How often is Smart Service updated?
All the time! Our developers are constantly responding to industry trends and customer feedback to ensure that our products remain the best on the market. These regular content updates are included in the Smart Service support plan. To view a repository of past updates, visit our Updates page.