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Smart Service
Add scheduling, dispatching, and more to QuickBooks.
(17)
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Recommended
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.
Ken B.
Consumer Services, 11-50 employees
Used daily for 2+ years
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After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.
It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.
I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.
Melinda A.
Utilities, 1-10 employees
Used daily for 2+ years
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That it links to QuickBooks is a big plus.
I like the ease of scheduling and tracking where my driver is. I also like the fact that my driver can take a picture for future reference when needed. Especially if we are waiting to do a repair at a later date and need to know which part is needed when we return.
I wish in the instruction section you could use bold and highlights when you want to make sure something stands out. I would like to be able to schedule a repeating phone call, for example, We have customers that we have repeating jobs every month but need to call the day before to remind them to put up animals or leave a gate unlocked. I would like for the reverse route the schedule when needed.
angela f.
Public Safety, 11-50 employees
Used daily for 2+ years
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Overall the product is solid and the Support team is extremely helpful.
The scheduling feature works well. Many positive features, photo capturing, signatures, notes. I enjoy the monthly webinars that provide/reap new and old features of the product.
The downside of this product is the notes stay with the recurring job from year to year unless you create a new recurring job. This is time consuming and causes errors if the new job is not scheduled as recurring. A great feature would be for notes to automatically be archived when the next schedule occurs.
Darlene S.
Construction, 1-10 employees
Used daily for 2+ years
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Our chimney sweep and repair business has been using this software for almost 10 years and it has helped us tremendously to track so many jobs, customers, estimates and prospects. I have not seen any other software on the market with as many bells and whistles as Smart Service. It seems they've just about thought of every possible use and need in mind as they continue to take feedback and utilize in regular development updates.
What I like most about this software are the easy to understand interface screens and help available to make entry and maintenance a breeze.
I'm still learning the software, but so far I have not been able to see a way to change mass records with an import feature.
Kathy M.
Mechanical or Industrial Engineering, 11-50 employees
Used daily for 2+ years
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Its easy to use, that's about it. It does speak to Quickbooks but it creates a lot of errors which causes us to send our database in frequently.
Easy to use. The different screens can be confusing so you have to pay attention to what you're doing and what screen you are in. Lots of information can be entered into the system and utilized properly.
It creates errors in Quicksbooks and we constantly have to repair our database. The different screens which look identical, you have to be careful with. If you don't put the information into both sides, it does not transfer over.
Danielle M.
11-50 employees
Used daily for 2+ years
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Very easy to learn, and provides all the functions I need running a mid-sized Plumbing Service Company, and is very easy to teach as the staff grows.
It's a great value and does so much of what other more expensive and complicated softwares do plus even more in some cases. Service System is so user friendly and very easy to learn as well as teach to new employees as the company grows. We highly recommend it to anyone who asks.
The support at My Service Depot for SmartService is great. The biggest complication and downfall, which is a big one, is that you can never get support except during standard working business hours Monday through Friday during the day. Being a small company, you can't afford to spend the time down and on the phone with tech support and failing to answer your phones for paying customers looking for service when you are in the trades like plumbing.
Melissa T.
Environmental Services, 1-10 employees
Used daily for 2+ years
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I have used Smart Service for the last 9 years. The customer support is excellent. They are very knowledgeable and are quick to get back to you if they are not available right away. The updates that you receive are good about fixing any program issues that may arise and they are always adding new things to help the program stay current with the times. I have even asked for certain aspects to be included in the past and they worked to make that happen for me. It's a great program and a great company. I highly recommend Smart Service.
the scheduler, the ability to post multiple invoices at a time, the ease of adding a new customer
if I have to change the price on a regular customer service for one service that is the price that remains for the next months service. A previous program we used would automatically reset the price back to it's basic price for the following month when it was a recurring customer.
Kathy M.
Restaurants, 11-50 employees
Used daily for 2+ years
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I have used Smart Service for 4 years now and it is a terrific software. It is very user friendly and easily navigated. We service 3 states - California / Arizona / Nevada - and our technicians have handsets that are in the field. Their feedback is that they like the software and ease of I-pad use when sending the documentation. The only downside is that I do not have enough time to navigate and learn and use all of its functionality. I am not using SmartService to its fullest capacity -- every day I learn a new function that I didn't realize existed. SmartService can fit all of your scheduling needs as it can be set up and programmed to suit your company's particular needs.
User Friendly; broad functionality in scheduling for tri-State area
Cannot to job times in timeframe needed-- our technicians work at night -- we can't show job times past 11:55pm
Jessica L.
Construction, 51-200 employees
Used daily for 2+ years
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Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.
The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.
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.
Chris C.
Used daily for 2+ years
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The service scheduling with ifleet for our technicians. It gives the tech an overview of his work for the day. The completion of their work the next morning is also a great and straightforward process into QB.
The only con was when going through the migration to another data base with several calls I talked to more than one tech. As all are versed in their knowledge of the product they do have different approaches. I would recommend when something like a migration takes place the same tech is available through the entire thing.
Wade R.
Construction, 1-10 employees
Used daily for 2+ years
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Smart service has revolutionized our business. From having your techs schedules at their fingertips to specific reports, Smart Service will make you smile.
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. Very professional.
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.
Christine B.
Fine Art, 11-50 employees
Used daily for 2+ years
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This software and the I-fleet version are great to use. The program is simple to learn, and a great tool for dispatching and tracking technicians time, parts/materials and notes. This program makes invoicing a snap, and provides a variety of great reports to review customer data
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.
Carly S.
Mechanical or Industrial Engineering, 1-10 employees
Used daily for 2+ years
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Money grabbers!
This software had the functions that I wanted.
If you need technical assistance after the second or third year, you have to pay for each year previous to be able to even ask a question! I needed a question answered after the third year and they are trying to charge me over $1600 before even knowing what my question is! I have spoken to several other scheduling software companies and they are appalled by this tactic!
Hannah V.
Construction, 11-50 employees
Used daily for 2+ years
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GSI has been using Smart Service since 2011. Within the last four years we have started to maximize the different options within the program. Smart Service is so easy to use and the customer service team is very knowledgeable.
GSI loves how easy the program is to use and the customer service department. Whenever we have a problem the customer service representative fixes it as quickly as possible.
Overall Smart Service is a great program my biggest complaint would have to be charging for add-on programs.
Sholom P.
Real Estate, 1-10 employees
Used daily for 2+ years
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Saves time, and increases office and tech efficiency
The software allows me to schedule and track all of my jobs. IFleet not only updates in real time it also tracks where the technicians are, so if someone is "goofing off" you can spot it easier.
There are a few additional features that I would like. I.e. bar code scanning to ensure that the actual job was completed (most of my business is at recurring sites)
Katie P.
Utilities, 11-50 employees
Used daily for 2+ years
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All the of the necessary information is printed out on the daily workorders as needed. Again, this program is very easy to use as well as teach to new employees.
We love the fact that it is simple to use and holds a lot of our customers information. Searching for customers is what we use on a daily basis anytime our phone rings.
We really don't have much of anything to complain about. sometimes there are glitches but nothing major.
jena j.
1-10 employees
Used daily for 1-2 years
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After years of researching dispatching systems. I finally decided to go with Smart Service and so glad I did. Very easy to use. Love the Tech Support system. They are very knowledgeable and friendly. There is always a learning curve with a new system. But they were always willing to help me with my issues. Once I learned the system, I am so glad I choose Smart Service! The only thing we have problems with is the 8:30 open time. Our techs get on the road at 8:00 and when the server is down and the I pads can't sync for whatever reason. The guys can't get there jobs on tablet and get their day started.
Easy to use
Micro soft access crashes a lot.
Natalie B.
Construction,
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We use Smart Service to dispatch our team of 14 Plumbers and Apprentice Plumbers. This would be a Herculean job without the Smart Service technology. With Smart Service, our two dispatchers are able to orchestrate our work orders to match up skills of plumber with customer needs and minimize drive time. If there is a technical problem, Smart Service is very responsive and helpful. The best part of Smart Service software is that it integrates with QuickBooks and I-Fleet Phones.
Our Plumbers do have a suggestion to improve Smart Service. When the Work order information shows on the Plumber's I-Fleet phone, he sees the main contact name and phone number plus an alternate phone number. It would be helpful if he also could see an alternate name.
Derrick S.
Construction, 11-50 employees
Used daily for 1-2 years
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Smart Service is a good program. Not much for hiding things from your invoices. We purchased it and when through the data conversion. It was a pain, As everything new. It is a good software but it is based around their mobile tech software which does not work for us because of the attention to detail we require on our invoices. Overall it is a good software, that has its quirks, but all in all it is good.
All the customization that can be done to the software. Customer support is good as well.
The customization's needed cost a lot, and need to be done by their people. No actual spell check.
Sebu S.
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Smart Service has greatly improved our efficiency when it comes to scheduling and dispatching our technicians. We're able to keep detailed notes and attachments, private and public, regarding our customers and individual jobs. After using this product for more than 7 years, we've noticed great improvements in speed and functionality. Customer service and tech support is also very knowledgeable and friendly and always help us through any issues we may have in a timely manner.
Updates are somewhat slow to be released, and although there's a lot for us to customize, I think it could use some more customizing options. Split window (scheduling window side by side with customer search) would be a significantly valuable feature to have.