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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:
Typical customers
Platforms supported
Support options
Training options
Starting from
No pricing info
Starting from
49
Per month
Flat Rate
Value for money
4.2
/5
263
Starting from
No pricing info
Value for money contenders
Functionality
4.2
/5
263
Total features
66
15 categories
Functionality contenders
Overall Rating
4.3
/5
263
Positive reviews
136
95
20
6
6
Overall rating contenders
Denise F.
Security and Investigations, 1-10 employees
Used daily for 2+ years
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We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.
The ease of entering customers, service tickets, time keeping and the GPS tracking are great benefits of this system. For the most part our technicians have been easily trained on the process and it has cut down on a lot of their processing time in the field.
We have used the "Get Customer" or "Sync Customer" functions many times and since some of our office employees enter data directly into QuickBooks, we've lost a lot of email address and contact information on our customers. This information is critical to our database and it's very frustrating to try to rebuild. We have several labor descriptions for our business and the work tickets can be set...
Mar A.
Machinery, 11-50 employees
Used daily for 2+ years
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We really don't use the Software to its fullest. It We love the part we use
We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.
Christopher L.
Construction, 1-10 employees
Used daily for 2+ years
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Experience about what not to buy
job entry is ok. The ability to drop & drag jobs between technicians is nice. Ifleet program worked ok
When we purchased this software I purchased the dispatching add on called Ifleet for my field technicians. I was told and I quote "Ifleet purchase option _ iphone/ipad smart service add-on with no set up fees or ongoing monthly charges for service or support. That is off of my sales contract. They have turned off my Ifleet because I haven't paid my support fees. My agreement states there are no...
Annette K.
Construction, 1-10 employees
Used daily for 2+ years
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The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.
I appreciate the ability to create different locations under one customer name. We have Home Warranty companies that we contract with and we can neatly arrange their locations and jobs for ease of access. The ability to upload and store images of customers equipment has been invaluable for insurance claims and warranty coverage and keeping track of model and serial numbers. Being able to send emails and texts from within the program saves time and the message!
Preparing reports that are specific to your needs. I have struggled with preparing a report that clearly shows what items we have sold and how many of them in a year. The screen flickers almost all the time when using Smart Service.
Melissa T.
Consumer Services, 1-10 employees
Used daily for 2+ years
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Linking it to our accounting program allows us to not have to log in customer information twice. Our old program we had to create a customer in the pest control program and then use that information to create them again in our accounting program. I like that we can post the work order and it automatically shows up in our QuickBooks.
How easy it is to navigate through the work orders and customers. I like that you can post multiple invoices at one time if needed, or even skip multiple invoices at one time, simply by checking a box and then posting the first. I like that it connects so easily with our QuickBooks program.
I wish it would automatically reset a customer's price information for the following month. We have to change the amount of rooms serviced each month in various hotels. Our previous program would set the amount of rooms back to the base amount of rooms, but this program leaves it at the amount you post each month, so the following month it will show the amount of rooms and price from the previous month. Sometimes our customers get confused.