Schedule service calls and estimates.

Smart Service 365 offers fast, easy, intuitive, drag-and-drop scheduling, allowing dispatchers, managers, and technicians to schedule new work in just a few seconds. The scheduling board updates in real time, keeping everyone in your office on the same page at all times. Technicians can log in to view their workload from any internet-enabled device, eliminating the need to repeatedly travel to and from the office to collect new paperwork. Want to see how it works? Request a Smart Service 365 demo today!

 

Complete digital work orders.


Once your techs arrive at a job site, they can use Smart Service 365 to review pertinent notes and customer information, then start populating a work order with line items to reflect the tasks they perform. With a few taps, techs can add or update equipment information, adding pictures as necessary. Your management team can see every update in real time, allowing them to stay connected to all the work taking place in the field. Once your tech finishes, a tap converts the work order into an invoice! Request a Smart Service 365 demo today!

Collect payments in the field.


Save time and reduce your billing cycle by collecting payments directly within Smart Service 365. The cloud-based work order software doubles as a merchant service (complete with same-day funding), allowing users to collect credit card, cash, and check payments. Peerless encryption keeps customer information safe, and integrating payment collection with your scheduling system will dramatically reduce your billing cycle. Ready to start collecting payments in the field? Request a Smart Service 365 demo today!

Manage customers and employees.


Smart Service 365 works as an end-to-end customer management system. Import existing customer and items lists to get started right away. Schedule and complete jobs to build up a comprehensive service history (complete with equipment information). Do any recurring work? No problem! Smart Service 365 lets you establish regular routes, then shows you your techs’ progress as they travel and complete work throughout the day. Request a demo today to get a firsthand look at how it all works.

field service work history

Estimates

 

Your team can schedule estimates and build quotes in the field, helping customers understand the exact scope of a project. Finish a quote, and one tap converts it into a work order.



field service app for saving pictures

Invoicing

 

Managing invoices has never been easier! Review the status of all your invoices in one place, and email any outstanding bills directly to your customers.



gps for field service

Service Histories

 

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.



Routing

 

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.



Pictures

 

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.



QuickBooks Integration

 

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.



Smart Service 365 FAQ


Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Adding a picture to a work order is easy. Simply, point, shoot, and save. Mark your job progress and impress your customers with some nifty before/after breakdowns.

Request a free Smart Service 365 demo today!

 


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