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Smart Service vs OneStream Comparison

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Overview

Category Leaders

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

Category Leaders

OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial...

  • 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

Video & Screenshots

Pricing

Starting from

No info

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

Starting from

$

100000

  • 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

4.9

5

4

3

2

1

46

6

1

0

0

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

Pros

It also makes keeping up with our maintenance agreements much easier. The customer service is outstanding & luckily for me they are very patient.

TD

Tobey D.

Extremely user friendly, fast and reliable, customer care is attentive and extremely helpful, we can't say enough good things about it.

JB

Jamie B.

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.

DD

Derek D.

Pros

And this extends to the user community as well -- it was amazing the number of times I heard "welcome to the family!" during the user-conference, but I definitely felt that way.

RG

Rob G.

The software is easy to use and is basically capable of anything you need it to be. The Customer support is very responsive to requests for help, as well as ideas for functionality.

AM

Alyssa M.

What I like most is the ability to build the software to our specifications and unique situations.

JD

Jonathan D.

Cons

My customer service experience with them was horrible. Our QuickBooks data is also corrupt from the information from Smart Service not transferring correctly.

CL

Claire L.

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.

JR

Jerry R.

I have spoken to several other scheduling software companies and they are appalled by this tactic.

CS

Carly S.

Cons

This is a tough question because there is not anything I can think of that the software is unable to do or does not do well.

BC

Brian C.

The only downside to OneStream XF that I've encountered is with scheduling - reports, integrations, etc.

KC

Kathryn C.

There is not any one thing that I don't like about the software. There are a lot of features and it just takes time to implement them.

JD

Jonathan D.

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features69
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Cash Management
  • Chemical Management
  • Chemical Usage Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Feedback Management
  • File Storage
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • Forecasting
  • GPS
  • Income & Balance Sheet
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Key Performance Indicators
  • Lead Management
  • Maintenance Scheduling
  • Marketing Reports
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Planning Tools
  • Predictive Analytics
  • Preventive Maintenance
  • Profit/Loss Statement
  • Projections
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Reports
  • Salt System Management
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scheduling
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Service History
  • Strategic Planning
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Version Control
  • Work Order Creation
  • Work Order Management
  • Total features54
  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting Integration
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Cash Management
  • Chemical Management
  • Chemical Usage Tracking
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Dashboard
  • Customizable Forms
  • Customizable Reports
  • Dashboard
  • Data Connectors
  • Data Import/Export
  • Data Visualization
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Drag & Drop
  • Electronic Signature
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Feedback Management
  • File Storage
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fleet Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Lawn Care
  • For Locksmiths
  • For Pest Control Companies
  • Forecasting
  • GPS
  • Income & Balance Sheet
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Key Performance Indicators
  • Lead Management
  • Maintenance Scheduling
  • Marketing Reports
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Planning Tools
  • Predictive Analytics
  • Preventive Maintenance
  • Profit/Loss Statement
  • Projections
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Reports
  • Salt System Management
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scheduling
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Service History
  • Strategic Planning
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Version Control
  • 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 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