Quickly Find Customer Information
Tired of rifling through handwritten ledgers or records in search of customer information? Smart Service keeps all of your customer-related information at your fingertips to save you time. All information related to your customers such as jobs, service history, outstanding balance and invoices are right where you would expect it. Your customer information is neatly organized to ensure that you can find everything you need as efficiently as possible!
On-Demand Service History
Continually deliver a great experience by using Smart Service to track service history. With everything in one place, your technicians will never be caught off guard when they are out in the field. Job history and previous purchases are accessible through the mobile app. Refer to previous files, invoices, quotes, and services with ease and never miss a thing!
Manage Payment Information
Never lose track of an invoice again! Smart Service can facilitate your entire payment collection process, from generating invoices to processing credit card payments. Track who’s paid and who has outstanding balances all in one place. Once you receive a payment, the transaction will be pushed to QuickBooks seamlessly!
Synchronize with QuickBooks
The information that you enter into Smart Service is seamlessly synchronized and copied to QuickBooks. Smart Service will update QuickBooks in real time, making Smart Service a do-it-all hub for your customer management needs!