SmartServ Features

New customer data can be auto-filled if found on the web. Links to Google and Yelp on Invoice.Tracking employees routesTeam was very responsive when seeking assistance

Minimal response from any of the SmartServ team to refund the contractually obligated amount after canceling service. That friendly SmartServ team is only responded to two emails out of multiple emails and phone calls.What was sold and anticipated as a great help during the demonstration turned out to be bulky, requires significant more time to set up, train, and use. Not intuitive and efficient...

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Very easy to use features, straightforward and easy to understand as a new user. Also easy to use in front of customers to show estimates, collect payment etc. Visually done well. Syncs easily with Quickbooks.

Once jobs are completed you cannot edit the timing in the schedule to reflect the job correctly. You also have to remember to save every time you make a change on the schedule tab.

Hey Jessey, thank you for writing an honest feedback for our product. Through the period of time we brought in some really nice updates, the one that you're looking for being one of them. You can go ahead and have a look at it. Thanks and have a great day.

The software has all the specifications to deal and integrate with all aspects of business from scheduling, tracking, payroll, integration into accounting, estimating, invoicing and everything in between.

No downfalls. Easy to use, easy to implement and the team was FANTASTIC in setting us up.

The software integrates all the different aspects of running my business that I need in one place. The forms are easy to populate with data and the autofill features with things like address search and flat rate items save time when creating tickets. The 24/7 customer support is also a huge benefit, as other programs that I looked at do not have that.

I wish there was a way for administrators only to be able to save changes to custom items into the Flat Rate Items while creating Estimates and Invoices.

The support is always there. No matter what your issue is these guys are here to help. Which speaks louder than a lot of other software I have demoed and used in the past. Its nice entering data into this software with little to no issues. All of the technicians love the app. Its great getting work done from anywhere. Having our entire service history available online is a great addition too.

Almost none. The credit card merchant compatibility list needs work. It would be great if we could use Stripe or Authorize.net (those are the 2 I've had experience with.) PayPal would be a nice addition as well. However, this doesn't really affect us as most of our customers pay by check. There are a few minor features we would like to see introduced. Anything I have recommended so far. They say is coming very soon.

Hey Paul, really appreciate your suggestions and your honest review. We are working on having more integrations as well as improving the existing one. We are able to provide the lowest credit card processing fees in the industry right now with the help of our partners.

No more tracking paper invoices. No more huge labor hours processing work to get in our accounting software. No more techs having missing information. No more call takers fumbling with a system just to get a customer on the schedule. No more illegible handwriting. SmartServ has made our company step up the professional way we can now serve and present to our customers. Since it is cloud based we...

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Better indicators for visual ques of job progress and continue improvements on scheduler.

Automatic scheduling updates are a great feature, as well as having the ability to have documents on site with the techs tablets so the clients can sign off immediately.

Takes too long to do simple tasks. The program is a great concept and I'm sure for larger companies it works great. But for a mid sized outfit like ours, it just wasn't a great fit.

Easy to use, great customer service, good support, easy to use for technicians on the field, great speech to text feature to add notes (technicians love that feature). The app is able to locate the tax rate when on the job.

There is a room for improvement in creation of new tickets in the field platform. We would like to be able to create tickets from the calendar view, so that we could see our schedule and the time that is available for booking (in the field platform).

Hey Marta, Thank you so much for reviewing our product. We are working on developing & improving the field platform (both iOS & Android). You must be seeing new updates & advancements getting launched already, we will try and keep improving our field platform as well. Thank you for being there with us and for such positive feedback.

It is user friendly, has the features that we need, and if not they help us to create the ones that we don't have.

There can be glitches, but they have good communication about these. They have had to update and work on these multiple times. I think it has been a work in progress. It has worked well for us.

Hey Bonnie, we have launched a full 2 months sprint where we are working on improving the reliability & stability of the product. We assure you that these minute glitches will not happen again. Thank you again and have a great day.

We like the ease of accessing the data. We schedule jobs for field technicians and need to have the customer information available quickly. The software stores job history for every customer allowing my technicians to take pictures, make notes, and request parts that are all relayed in real time to our office. Having a complete history of each customer allows my techs to be more prepared and more efficient when walking into a house.

I have not used the software long enough to find anything negative. The software is so much more powerful than what we are used to. I wish we had made the change sooner.

The software is very thorough and has many features that are crucial for efficiency and productivity. We are very pleased so far and enjoy the awesome customer service that [SENSITIVE CONTENT HIDDEN] has provided since the on boarding process.

There are still a few things in testing but that was to be expected.

Hey Daniel, thank you so much for your feedback. We really appreciate that you took the time out to review our product. Thanks again and have a great day.

The reports and ability to move appointments around on the schedule so easily.

I do not like the calendar view. It is extremely hard to read. All of the technician are in the same color and make it hard to differentiate them.

Hello, thanks a lot for writing a review. Our constant updates have helped us to be better in almost every aspect of our software. The feature that you were looking for is now available with us, it would be available for you to use within a week. Hope it helps, have a great day ahead.

The software is very user friendly. It makes it easy to schedule jobs and book them on the field or in the office. Great customer service, they are always available when you need them and always happy to help. Also very cost effective.

I have a hard time saving the customers signature sometimes. I have to log out and then log back in to get the signature to save.

The software is completely customizable. If a feature is not working well for us, the SmartServ support team will write a fix for it or in the very least will offer a work-around. And, if we need a feature added to the software, SmartServ will create one especially for us!

SmartServ integration with QuickBooks has a lot of quirks and doesn't sync properly most of the time which requires admin time to correct.

Nicole, we appreciate your honest feedback for our product. Over the course of time, we have brought in some really nice updates, including the one you're looking for. Please feel free to look it over. We appreciate your time and wish you a wonderful day.

The software is user-friendly and has most of the functions I was looking for. My team really likes the checklist/forms ability because it eliminates paperwork, which is a real time saver!

I wish there was an ability for the technicians to be able to do some back office stuff from the ipad and visa versa. Sometimes our roles cross over.

Helps me by saving me time when my customers are giving me their information. Helps me keeps track of my techs & ease of use.

I would like to use SPIFFS & Service Agreement in the future.

Hi Tami, we appreciate your feedback and thank you for the same. The Spiffs and Service Agreement module both are available and can be used. Please get in touch with your account manager, he/she will be able to help you guide on setting up both the features.

Provides dispatching, scheduling, time tracking, estimating and invoicing all in one package. Has location and messaging features also.

Like most of the companies in this segment does some things well and some not so much. The developers are trying hard to improve it. Report function is useless.

Hey Rufus, thank you so much for appreciating the hard work that our developers put in to serve you with the best features possible. We have launched monthly business reports which are configured for every business. We want to provide the best-personalized experience to our customers.

Up to date software that functions like a pro!

I have no cons at this time, things have gone well with this software

SmartServ syncs our invoices and sales taxes to QuickBooks Online perfectly! We had trouble with the other software programs syncing our Washington State sales taxes (we have to collect based on location of service). SmartServ is based in Washington and has a grasp on the challenges that we face here. Our invoices sync into QBO perfectly with SmartServ, I was having to go into QBO and edit EVERY invoice with the other programs that we tried.

The Report module could be beefed up some, but all in all it's a really great software. We collect data on our call sources and it would be nice to pull a report myself, however there is a work around as of now and SmartServ sends my reports to me monthly.

Hey Amour, thank you so much for your feedback, we really appreciate it. Along with the monthly reports, we are working on advancements on the reporting feature. You will soon see them reflecting in the software.

easy to use, easy for our techs to use while out on service calls - to look at past history, and great for billing and collections.

no major issues that we don't like - it took a couple of months for everyone to get used to how it works, but we expected a learning curve.

Easy to use and to get a hold of help if we have any questions.

We need to be able to delete and make changes to our clients on our end.

#1 pro has to be the customer service. I have emailed with issues and had a call back in less then 5 minutes a couple different times. That is priceless. Working with them has been easy and the communication is great. In fact I just sent an email to my contact and had a response in the last 5 minutes. It's 8pm!!

The only real issue I have had is there is a language barrier. This has caused me to have to ask reps to repeat themselves numerous times but they have grace

Abilities built into the program and the continued benefits and attributes that keep.

Right now I have no complaints thank you

Absolutely captures and is THE solution to the complexities of creating, maintaining, and finalizing the process of procuring and completing the complex business transactions of our company.....

Still unable to use all of the features of the software