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Smart Service vs Second CRM Comparison

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Overview

Category Leaders

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

Cloud based easy to use software to improve customer relationships, increase sales and much more.

  • 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
$

10

/momonth
  • 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

No reviews

5

4

3

2

1

0

0

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support

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.

DD

Derek 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.

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.

Pros

Not enoughreviews yet

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.

JR

Jerry R.

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.

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

CS

Carly S.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features69
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Chemical Management
  • Chemical Usage Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • 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
  • GPS
  • Help Desk Management
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Pipeline Management
  • Salt System Management
  • Scheduling
  • Segmentation
  • Self Service Portal
  • Service History
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Technician Management
  • Territory Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow Management
  • Total features36
  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Chemical Management
  • Chemical Usage Tracking
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Dispatch Management
  • Document Imaging
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Employee Management
  • Employee Scheduling
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • 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
  • GPS
  • Help Desk Management
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Maintenance Scheduling
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Online Time Clock
  • Payment Collection in the Field
  • Payment Processing
  • Pest Activity Tracking
  • Pesticide Usage Tracking
  • Preventive Maintenance
  • Property Layouts
  • Purchase Order Management
  • QM/ABPro Interface
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Real-time Updates
  • Recurring Appointments
  • Recurring Tasks
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Routing
  • Sales Pipeline Management
  • Salt System Management
  • Scheduling
  • Segmentation
  • Self Service Portal
  • Service History
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Technician Management
  • Territory Management
  • Third Party Integrations
  • Time Tracking
  • Timesheet Management
  • Work Order Creation
  • Work Order Management
  • Workflow 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 integrations10
  • 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