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Smart Service vs Coconut Software Comparison

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Overview

Category Leaders

Smart Service adds scheduling, dispatching, customer management, work orders, billing, and more to QuickBooks, making it...

Coconut’s suite of cloud based solutions allow banks and credit unions to seamlessly schedule, measure and manage client,...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

134

94

20

6

6

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

4.5

5

4

3

2

1

10

3

2

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

The software is great for what we need it for and the customer support is next to none. We are very pleased with smart service.
Extremely user friendly, fast and reliable, customer care is attentive and extremely helpful, we can't say enough good things about it.
It also makes keeping up with our maintenance agreements much easier. The customer service is outstanding & luckily for me they are very patient.

Pros

The customer success and customer support teams have been very helpful with answering any questions that we had about the software itself.
Happy that they are a local Saskatoon company that makes a quality package and they answer my questions quickly.
I like the layout of the schedule, ease of use for both us and clients, fair value, holding credit cards for appointments.

Cons

At the time, we had already signed up for a competitors software package, but I was unhappy with it's difficulty of use and lack of some features.
My customer service experience with them was horrible. Our QuickBooks data is also corrupt from the information from Smart Service not transferring correctly.
I have spoken to several other scheduling software companies and they are appalled by this tactic.

Cons

Full keyboard navigability (see WAVE at wave.webaim.org; i have a temporary disability with both typing/mousing and it hurts to not have full keyboard control).
Merge the Dashboard and Lobby areas. I am not totally clear as to why they are 2 separate areas.
It's a bit harder to move multiple appointments around some blocked out times, but I also know its because I'm trying to book 20 appointments for the same customer and its not the intended use.
  • Vendor responds to reviews
  • Last review22 days ago
  • Vendor responds to reviews
  • Last review7 days ago

Key features

  • Total features81
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • Branch Optimization
  • CRM
  • Calendar Management
  • Calendar Sync
  • Change Order Management
  • Chemical Management
  • Chemical Usage Tracking
  • Client Management
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Contractor Management
  • Cost Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Invitations & Reminders
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Facility Scheduling
  • Feedback Management
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • Forms Management
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Capture
  • Lead Management
  • Live Chat
  • Maintenance Scheduling
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Project Management
  • Project Tracking
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QM/ABPro Interface
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting/Analytics
  • Reservations Management
  • Role-Based Permissions
  • Room Booking
  • Routing
  • SMS Messaging
  • Salt System Management
  • Scheduling
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Subcontractor Management
  • Surveys & Feedback
  • Task Scheduling
  • Technician Management
  • Time Tracking
  • Timesheet Management
  • Visual Analytics
  • Work Order Creation
  • Work Order Management
  • Total features41
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Automated Scheduling
  • Bid Management
  • Billing & Invoicing
  • Booking Management
  • Branch Optimization
  • CRM
  • Calendar Management
  • Calendar Sync
  • Change Order Management
  • Chemical Management
  • Chemical Usage Tracking
  • Client Management
  • Communication Management
  • Confirmation/Reminders
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Contractor Management
  • Cost Tracking
  • Customer Database
  • Customer Engagement
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Forms
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Email Invitations & Reminders
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Facility Scheduling
  • Feedback Management
  • File Storage
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • Forms Management
  • GPS
  • Group Scheduling
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Capture
  • Lead Management
  • Live Chat
  • Maintenance Scheduling
  • Meeting Management
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Location
  • Offline Access
  • Online Booking
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Project Management
  • Project Tracking
  • Property Layouts
  • Purchase Order Management
  • Purchasing & Receiving
  • QM/ABPro Interface
  • Queue Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting/Analytics
  • Reservations Management
  • Role-Based Permissions
  • Room Booking
  • Routing
  • SMS Messaging
  • Salt System Management
  • Scheduling
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Single Sign On
  • Subcontractor Management
  • Surveys & Feedback
  • Task Scheduling
  • Technician Management
  • Time Tracking
  • Timesheet Management
  • Visual Analytics
  • Work Order Creation
  • Work Order Management

Integrations

  • Total integrations4
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations5
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier