Fast, Easy Scheduling
Ready for a scheduler that moves at the speed of thought? Say “hello” to Smart Service! The drag and drop scheduler in Smart Service couldn’t be simpler. Click on the scheduler to create a new job, move it up or down to change the time, then move it from one column to another to assign it to a new technician. Or just click a button and let Smart Service Smart Find automatically pick the best time slot for you. It’s that easy! Better yet, everything you do on the scheduler integrates with QuickBooks in real time, keeping all your precious job and customer data in a single software system.
Dispatch Work to Techs
After scheduling a job in the office, dispatchers can use Smart Service to send it directly to their technician’s phone or tablet in the field. Techs can reference customer info, service histories, and equipment info before building a work order and collecting payment. At that point, they can send all the digital paperwork to the customer and back to their home office. Smart Service keeps everyone on the same page.
Schedule Recurring Work
Does your business need to schedule recurring work or multi-day jobs? No matter the scheduling scenario, Smart Service can handle it. Create any recurrence pattern you want: weekly, bi-weekly, monthly, annual, or even enter a custom interval or set of dates. Then, set up a reminder system so that your customers will remember every appointment you have with them. With Smart Service, nothing falls through the cracks.
The Waiting List
In the field service business, you often have jobs on your plate that you can’t schedule right away; maybe you need to wait for parts to arrive or the weather to clear. When this happens, Smart Service has you covered. Stick a job in the waiting list, and you can easily add it back to the scheduler when conditions improve. This powerful tool gives you a way to stay organized, despite the pressures of a disorganized world.
More Smart Service Features
Everything you do in Smart Service updates your QuickBooks records, keeping your business organized. Learn more.
Shorten your billing cycle with Smart Service invoicing and payment processing. Learn more.
Improve office/technician communication with the Smart Service mobile app. Learn more.