Smart Service Pricing, Features, Reviews & Alternatives

Smart Service

Add scheduling, dispatching, and more to QuickBooks.

4.31/5 (258 reviews)

Smart Service overview

What is 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.
www.smartservice.com

Pricing

Pricing options
One time license
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Smart Service screenshot: Scheduling and dispatch jobs with the drag-and-drop scheduler.Field Service Management Software Demo - Smart ServiceSmart 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.

Smart Service user reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.2
  4.2
  4.5
Albert D. F.

Smart Service has been a God send to my company. We are now also "almost" paper free.

Used daily for 2+ years
Reviewed 2017-12-21
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Smart Service

Used daily for 1-2 years
Reviewed 2019-12-12
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 7/10

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Ben F.

Good in theory, but impractical in implementation

Reviewed 2015-03-11
Review Source: Software Advice

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.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Anonymous

Smart Service

Used daily for 2+ years
Reviewed 2019-04-02
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Workforce management made that easy!

Used daily for 6-12 months
Reviewed 2019-04-05
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Smart Service pricing

Pricing options
One time license
Free trial
View Pricing Plans

Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

Smart Service features

Alerts/Notifications
Billing & Invoicing
Document Management
Inventory Management
Mobile Access
Work Order Management

API (867 other apps)
Access Controls/Permissions (658 other apps)
Activity Dashboard (834 other apps)
Audit Management (544 other apps)
Audit Trail (530 other apps)
Compliance Management (664 other apps)
Customizable Reports (572 other apps)
Data Import/Export (637 other apps)
Reporting & Statistics (828 other apps)
Reporting/Analytics (1037 other apps)
Search/Filter (623 other apps)
Status Tracking (538 other apps)
Third Party Integrations (748 other apps)
Workflow Management (686 other apps)

Videos and tutorials

Additional information for Smart Service

Key features of Smart Service

  • Monitor product stock levels
  • Plan availability and assign specific time slots for tasks and resources
  • Sign a document within the system
  • Access the software remotely via mobile devices
  • Software is designed specifically for use of HVAC companies
  • Expected cost based on factors before a project begins
  • Convert paper files into digital images
  • Software is designed specifically for use of locksmith companies
  • Track the amount of pesticide inventory used on jobs
  • Specifically used by Pest Control companies.
  • Add customized logos and colors to the interface
  • Manage company interactions with current customers
  • Create work orders and track their status to completion
  • Primarily serving commercial or industrial locations needing electrical work
  • Provide directions and plan the day's work to optimize employee scheduling
  • View team, job, equipment and vehicles locations on a map
  • Plan and coordinate all the resources, costs and time needed to execute assignments
  • Capture and analyze information about your customers and interactions with them
  • Analyze floor plans to generate workflow
  • Track the amount of time spent on a job or task
  • For chemical engineering
  • Clients can submit payments via mobile devices
  • Assign working shifts to employees
  • Track and process employee payroll (salaries, wages, etc.)
  • Manage inventory based on different requirements of individual work orders
  • Track/log the amount of time employees worked per job
  • Access/operate the system via mobile application
  • Receive information and notification of changes as soon as they are available
  • Calculate total itemized costs, including initial costs and any changes
  • Set a task to repeat
  • Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
  • Gateway through which end users can access the system
  • Track and manage the quantity of resources on hand to maintain proper supply
  • Manage sending personnel and resources to a site as needed
  • Built-in method of managing salt pools vs chlorine pools
  • Schedule predetermined or ad hoc maintenance services and labor requests
  • Collecting and analyzing feedback/reactions from end-users
  • Manage relationships with customers and address customer concerns while tracking previous interactions
  • Create a new work order
  • Tracks employee schedules, availability, performance
  • Capture a signature via a mobile device
  • Create quotes/proposals and maintain a central repository of previous quotes
  • Store information about leads and contacts and track them through the sales process
  • Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
  • Collect, upload, store, and share all documents in a centralized location making it easier for everyone involved to access information
  • Sync important data to your mobile devices to use the software and its features without internet access
  • Create, send, and track purchase orders and their statuses
  • Accept, record, and reconcile financial transactions
  • Track work performed and resources used for past customers, sites, or assets
  • Gauge satisfaction and receive information for improvement and success
  • Track information, qualifications, and contact details of subcontractors
  • Alerts/notifications within the system
  • Schedule repeating appointments based on a duration of time
  • Management of commercial motor vehicles for work-related purposes
  • Create and manage monetary interactions between parties (i.e. bills and invoices)
  • Searchable repository of information about clients
  • Organize, store and distribute forms and form templates in a centralized location
  • Schedule, track and record applications of chemicals such as fertilizers, pesticides or herbicides
  • Integrate with your customer relationship management software to better connect all aspects of your business, especially your customers
  • Automatically identify and save contact information for potential customers
  • Monitor the position or progress of tasks or projects from start to finish
  • Record and monitor cost related information of assets (i.e. budget for assets, equipment costs, revenues, etc.)
  • Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs.
  • Create tasks and assign completion dates and/or times
  • Manage all job information in one place
  • Integrate with a third party accounting system
  • Measure time to completion or hours worked
  • Track and oversee work orders assigned to technicians
  • Specifically designed to meet the needs of lawn care businesses
  • Track the location of specific equipment at all times
  • Planned maintenance based on time or event-based triggers
  • Centralized database of stakeholders and their contact information
  • Assemble applications and processes by dragging over and arranging pre-built components
  • Track, store, and access client/customer contracts
  • Swipe a credit card or manually process payments while with the customer in the field
  • Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)
  • Customize your contracts and forms so customer's become associated with your brand
  • Store and access documents, forms, and photos in one centralized place
View All Features

Benefits

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.