Smart Service Features

Smart Service

Add scheduling, dispatching, and more to QuickBooks.

4.31/5 (258 reviews)

Competitor Feature Comparison

Accounting Integration
Activity Dashboard
Alerts/Notifications
Automatic Backup
Bid Management
Billing & Invoicing
CRM
Change Order Management
Chat/Messaging
Chemical Management
Chemical Usage Tracking
Client Management
Contact Database
Contract/License Management
Contractor Management
Cost Estimating
Cost Tracking
Credit Card Management
Credit Card Processing
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
Drag & Drop
Electronic Payments
Electronic Signature
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
Forms Management
GPS
Historical Reporting
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Offline Access
Online Time Clock
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Project Management
Project Tracking
Property Layouts
Purchase Order Management
QM/ABPro Interface
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Recurring Appointments
Recurring Tasks
Reporting & Statistics
Routing
SMS Messaging
Salt System Management
Scheduling
Self Service Portal
Service History
Subcontractor Management
Surveys & Feedback
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Timesheet Management
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Alerts/Notifications
Automatic Backup
Bid Management
Billing & Invoicing
CRM
Change Order Management
Chat/Messaging
Chemical Management
Chemical Usage Tracking
Client Management
Contact Database
Contract/License Management
Contractor Management
Cost Estimating
Cost Tracking
Credit Card Management
Credit Card Processing
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
Drag & Drop
Electronic Payments
Electronic Signature
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
Forms Management
GPS
Historical Reporting
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Offline Access
Online Time Clock
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Project Management
Project Tracking
Property Layouts
Purchase Order Management
QM/ABPro Interface
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Recurring Appointments
Recurring Tasks
Reporting & Statistics
Routing
SMS Messaging
Salt System Management
Scheduling
Self Service Portal
Service History
Subcontractor Management
Surveys & Feedback
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Timesheet Management
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
Accounting Integration
Activity Dashboard
Alerts/Notifications
Automatic Backup
Bid Management
Billing & Invoicing
CRM
Change Order Management
Chat/Messaging
Chemical Management
Chemical Usage Tracking
Client Management
Contact Database
Contract/License Management
Contractor Management
Cost Estimating
Cost Tracking
Credit Card Management
Credit Card Processing
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
Drag & Drop
Electronic Payments
Electronic Signature
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
Forms Management
GPS
Historical Reporting
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Capture
Lead Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Offline Access
Online Time Clock
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Pest Activity Tracking
Pesticide Usage Tracking
Preventive Maintenance
Project Management
Project Tracking
Property Layouts
Purchase Order Management
QM/ABPro Interface
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Recurring Appointments
Recurring Tasks
Reporting & Statistics
Routing
SMS Messaging
Salt System Management
Scheduling
Self Service Portal
Service History
Subcontractor Management
Surveys & Feedback
Task Scheduling
Technician Management
Third Party Integrations
Time Tracking
Timesheet Management
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


2 reviews

Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


57 reviews

Smart Service Feature Reviews

25 reviewers had the following to say about Smart Service's features:

Steven C.

Smart service has transformed our ability to serve our customers professionally.

2016-03-22

Easy to use database, customer information at our finger tips, real time management of our field technicians, service order tracking is first and foremost, report function could be easier to use, could use more standard reporting

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Brenda K.

Tailored perfectly for a service business.

2016-10-19

It's a database of your customers and jobs that offers a scheduling and dispatching board, field employee/job time tracking, reports that are customizable, Invoice/payment entry that flows to Quickbooks, and more.

Pros

Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling

Cons

Speed, although it is a bit faster than the old version was.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Courtney G.

Swim Clear says Smart Service is the Smart Choice

2016-10-19

There are customizable fields built in that allow us to tailor the program to our needs.

Pros

tracking (time stamps and history) and easy to view color coding, the reports feature

Cons

Integrated mapping and routing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ty A.

we use for our technicians to enter their service orders. Sync to quickbooks saves double entry.

2017-12-19

Pros

Calendar sync to Outlook and email notifications would be a nice feature.

Cons

It would be nice if entry and reports were more end-user customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jessica L.

Worked very well for dispatching HVAC/Plumbing/Electrical Service

2018-04-02

Ability to invoice easily without keeping track of paperwork.

Pros

Easy to run reports for department or service technician.

Cons

Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Adam M.

Smart Service Review

2013-04-26

We also wanted a program that had a good dispatching feature. Over all we would rate the performance of Smart Service for our specific industry at 7 out of 10.

Pros

Scheduling feature, making estimates, SQL database, reports can be very helpful if you know how to get the data you want.

Cons

Error messages, non 24/7 support, Cancelling a job does not delete the future schedule dates - you have to manually delete them, reports can be very tricky and hard to figure out.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Security and Investigations company, 51-200 employees)

Workforce management made that easy!

2019-04-05

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.

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Annette K.

Smart Service for HVAC-R Application

2020-04-03

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.

Pros

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.

Cons

Preparing reports that are specific to your needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Christine B.

Smart Service a Great Dispatch option for Small Business

2020-03-30

Pros

This program makes invoicing a snap, and provides a variety of great reports to review customer data

Cons

There are some limitations in regards to ongoing jobs. The software is best used for small businesses that have small one day jobs with one dispatch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Larry A.

Beware before you buy.

2017-12-27

None. We returned it for a smaller refund.

Pros

Great Dashboard for dispatcher.

Cons

The only viable suggestion was to lock down all the smart phones with a 3rd party mobile management software which would prevent our techs from receiving and sending troubleshooting documentation.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Milakaa T.

Smart Service is the program we use on an hourly basis to keep our service business going.

2018-03-27

Everything is organized for me, makes taking, tracking calls a breeze!

Pros

For instance, pulling reports by customer location; if I want to view which customers live in South San Francisco I can easily create filters to do so.

Cons

Also, tracking technicians does not seem to work 100%.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Carol S.

I value Smart Serve!

2016-10-19

I worked with the owner and general manager to choose the program that would help us bring everything together for our employees and customers. We wanted a way to smarter not harder. We found it and it is Smart Serve. I also am pleased with the training available and also the tech support has been great!

Pros

The scheduler

Cons

The reports features are not easy to do

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering Smart Service

Please improve instructions on how to do reports

Source: Capterra
Helpful?   Yes   No
Read more
Adam M.

Great Product for the Liquid Waste Industry.

2014-10-09

Pros

The best part about Smart Service is its scheduling/dispatching feature. It works great with our line of business where we have reoccurring jobs.

Cons

Reports can be difficult to manage and understand.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Smart Service

Make sure you test all of the features because this product has a lot of options to offer you.

Source: Software Advice
Helpful?   Yes   No
Read more
Tobey D.

Smart Service has made my job as a dispatcher & A/R much easier Their customer service is the best!

2018-03-08

Pros

It has streamlined the way I dispatch & invoice all of our customers.

Cons

The only thing I've had issues with so far is the reports feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Audra P.

Love the integration with QuickBooks

2016-09-02

The transition from the old dispatch program was ok but not great but I don't feel that was Smart Service's issue as much as it was a planning issue within our company. A detailed migration plan should have been written out and discussed in advance so that everything could be addressed. I suggest Smart Service take that lead as many companies just don't understand the devil in the details until it is too late.

Pros

I love that it integrates with QuickBooks in real time. There are pros and cons to seeing every work order in QB but that also allows us to easily see how many times we have been to a customers house.

Cons

I would like the schedule board to act as a calendar too - the default search info isn't what i need but Smart Service can change the defaults - we just haven't it yet - I need to be able to schedule meetings/days off/ appts that are not service calls - in a manner that will allow them to be seen on the schedule without requiring that they be "Completed" 'cause then they disappear.....

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Smart Service

Our guys are paid in a really strange way - that made the transition a bit more difficult - also, none of our service agreements were brought over but we had about 30,000 customers in QB.....that is a bit daunting. We also have never had a good inventory system set up and the migration to SS should have been done at the same time we set up proper inventory - That wasn't SS's issue that was our companies fault - SS is great - we just haven't utilized it to its full capacity.

Source: Capterra
Helpful?   Yes   No
Read more
bobbi a.

Smart Service Review

2016-09-21

And especially what we like is the reports that can be modified, and if you need a special report they will make it for you.

Pros

Reporting

Cons

The notes in the calls changed to being most recent first so the techs have to goto the bottom and read from there, instead of top down and adding to the bottom of the notes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Smart Service

Its good, highly recommend.

Source: Capterra
Helpful?   Yes   No
Read more
Linda L.

thank goodness for customer support They have been really helpful, so our experience is much better!

2017-05-02

No more paper! Real-time, helps free up more time.

Pros

Being paperless! Real-time! Helping us all get on the same page, (despite those who do things they're own way!)

Cons

Does not have all the aspects needed to get the reports we need, such as demographics.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Erin N.

Exemplary Customer Service EVERY time!

2016-09-21

I have used the customer service many times and I have not had a bad experience, on the contrary, every time has been absolutely awesome.

Pros

The ease of use, and the top-notch customer service

Cons

Creating reports is a little complicated.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Wade R.

Get Smart!

2017-01-24

From having your techs schedules at their fingertips to specific reports, Smart Service will make you smile.

Pros

It helps ease the burden of communicating jobs and details with our technicians and helps build our value to our clients with an out of the ordinary service and job quoting/invoicing experience.

Cons

Sometimes the updates make it do weird things and it would take a good long tutorial or two to really get used to the functionality. All in all I have nothing bad to say about it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Smart Service

If you want to go pro....get it!

Source: Capterra
Helpful?   Yes   No
Read more
Hugh B.

Pathetic

2021-02-18

Pathetic management and very greedy sales people.

Pros

Was easy to use I enjoyed working with it.

Cons

I can still access on old computer after getting it fixed.....Took me forever to transfer accounts to the new system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Nikki D.

Smart Service

2019-07-19

Pros

Once you get the hang of it, it's pretty intuitive and easy to use.

Cons

The start-up process can be a bit slow as well, and customer management features are limited.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Maria L.

Needs a lot of work & updating

2015-04-14

Pros

Technicians can view pictures and send pictures back to office in report.

Cons

I never got notification if something was ever fixed.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

1/10

Recommendations to others considering Smart Service

Never pay for someone to learn about the bugs in they're software. If you're looking for a complete software that has all of the features they mention and it's intended purposes this is NOT IT!

Source: Software Advice
Helpful?   Yes   No
Read more
Bridgett C.

Superior software

2016-09-21

We have a pest can control company and was looking for a solution to 1.) our techs to do data entry on the ipad. 2.)integrates with quick books.

Pros

1) Seamless integration with Quick books. 2) I fleet to works great with ipad.

Cons

A little too many steps for data entry

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Gary M.

We're happy with Smart Service

2016-10-26

We have used Smart Service since the inception of our business in 2006. We have been pleased with their overall performance and dedication for their customers for all these years.

Pros

Report function, scheduling capability, routing, reliability

Cons

difficult to make corrections on customer names. Having difficulty trying to email off of Smart Service.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Debra C.

Customer Support

2017-01-30

As a small business owner, a software program with great customer service means everything. Smart Service allows us to be more efficient with our record keeping, scheduling, and customer service. More importantly, I know that I would get quick support response with any questions, training, or upgrades. I would definitely recommend Smart Service for any small business, especially those that work with Quick Books for their accounting needs.

Pros

Scheduling ease and work orders for service jobs

Cons

The customizing of reports is a challenge for me

Rating breakdown

Value for money
Ease of use
Features
Customer support

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Smart Service

No

Source: Capterra
Helpful?   Yes   No
Read more