SmartServ Reviews

The ability to have all job information in one place has changed everything for us, no longer having to look around through 3 different programs to find everything. We have been able to custom make checklists to keep track of progress on each project. All of our safety forms & any others have been digitized for us and entered into SmartServ for us to use at any point. The integration for us was very easy, if there was any discrepancies I was able to bring them up and they were fixed or I was given a solution very quickly.

There is a few small issues with how the app loads, a quick refresh solves most of these problems.

Hey Ryan, thank you so much for writing wonderful feedback for us. We have introduced a lot of new updates as well as are working on improving the reliability of the product. You will see more improvements soon.Thanks again and have a great day.

Keeping track of Equipment and addresses with pictures is very beneficial. Estimates and invoicing on the spot is helpful as well

We live in a rural area and service very rural areas that sometimes do not have the best cell service. This is problematic for tracking mileage/travel time as the app shuts off. As well taking pictures of the job at customer's homes with little to no service, does not work, so the guys are taking pictures on their devices and texting me in the back office to upload them. Its not a big deal, but sometimes this gets forgotten etc.

Hi Sommer, thank you for putting up an honest review for our product. We totally understand what you're facing. We have improved our Software's offline capabilities, your tech should be able to save picture notes, update job details and use forms. So that they won't have to send you the pictures anymore. Hope it helps you resolve the issue. For any other query you can get in touch with your Account Manager. Have a great day.

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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I’m a House Call Pro refugee. HCP is not horrible. There are a few items that are important to me they don’t have. I left because of zero meaningful support. I don’t want to spend 2 hours reading FAQs or text support. SmartServ has more features and more flexibility. I can customize it to my demand service HVAC business. It’s flexible; sorting etc

None so far. I’m in the first 6 months. So far so good.

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.

Everything is easy to get in and out of. Its self explanatory. If there is something you need help with, the support team is available right away to help. The schedule is very easy to use and quick to get around in. Glad we chose this system!

It would be easier if there is only one screen to input a customer and their issue. Right now you enter their information and have to add a ticket to generate a call for them. It would just be easier to have it in one screeen.

They were able to add features to meet our specific needs

so far the merging has been challenging but they have worked hard to correct it to work they way we need it to.

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.

SmartServ is very user friendly. I like that you can search by customer name, address, and ticket numbers.

The layout of the invoices is probably what we like least. We're working with SmartServ support to revise the layout to better serve our customers. We'd also like to know as soon as we pull up a customer whether it be on the web version or the iPads, if a customer is a Service Agreement Customer. It shows an ! and then you can hover over that for the information, however, if they were a different color when we pulled them up, it would be known instantly that they were on the silver plan, gold plan, etc. This would help with making sure the technicians billed the customer properly and that the customers received the correct discount!

Hi Michelle, Thank you for taking out the time and writing us detailed feedback. We are working on improving our user experience as well. The invoice template can be customized, the company information, its position, and your company logo, along with the job details, but we will work internally and improve it even further. Since we use color-coding to indicate the job status, it will be very difficult to show agreement in it as well that's why we have added an 'agreement icon' to denote its a Service Agreement Customer & the '!' mark denotes the urgent job status now. We hope this helps. Thank you and have a great day ahead.

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.

The software does a lot of what we need, but does have some limitations. But we haven't been able to find one software that does everything, so SmartServ is comparable to the other products out there. The customer service at SmartServ is excellent though, so anytime we have a question or a problem, they respond right away and are all very kind.

There are a few things that you have to contact the SmartServ team to do, rather than being able to do it yourself. For example, you can't add new employees yourself. It has also been having syncing problems so not everything sync's properly. But the customer service team is very quick to respond and fix any issues.

Marie, we are grateful that you took the time out to review our product. We understand how crucial your data is for you and we want to keep it as sanitized as possible. Also to avoid the feeding of double/wrong information into your synced accounts like Quickbooks we make sure to add the new employees ourselves. Also, there have been significant changes in the product over the period of time. Our engineering team puts in a lot of effort to provide you with the best experience possible. We are also planning to launch automatic sync with Quickbook Desktop. For any other queries you can contact your Account Manager. Have a great day.

It is hard to choose just one thing that I like most about Smart Serv! The best thing about this software is the ease of access/use for both administration and technicians. It is a platform that encompasses everything for our company operations and is even compatible with quickbooks. Smart Serv has hands down the best customer service I have ever experienced- always responsive and ready to help with super quick response times! They are also very helpful with training and customizing the platform to fit your company's needs.

It can be a little quickly with internet platforms that are not Chrome.

I like the schedular and how you can see the individual appts per tech. Scheduling or creating a ticket is easy.

Everything works pretty good, except when you save something and you want to go back in a ticket, it makes you type the ticket # again . Also the times when the wheel just spins and spins is always when I have a customer on the line and I have to call them back when system is up again. This happens everyday and is very annoying. When I set my group in the schedular, it changes when I do different tasks, I would like it to stay where I set it in the morning and stay that way unless I manually change it.

Sheryl,we really appreciate your honest feedback and thank you for the same. Apologies for the inconvenience caused to you. To help you resolve the issue with your ticket search, you can use the filters like, date, job status, technician and various others that will help you eliminate the need to continually search for the ticket #. We have released a new version of our software which is way more reliable, fast and better than the previous version. You can get in touch with your Account Manager for any further issues. Thank you and have a great day.

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.

SmartServ customer support during and after implementation was the most valuable. SmartServ onboarding managers were with me every step of the way to help me understand and all the aspects of the software. I also appreciate SmartServ flexibility and ability to customize some of the features to our specific needs.

I wish their progressive billing is little more developed. At this point there is a work around and I know in the near future they will develop a more permanent solution.

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.

That it was all in one and gave us the options for contracts, multiple locations and was able to handle residential and commercial

The system has some limitations for commercial projects

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.

We no longer have to search through three different programs to find anything because we now have all of our job information in one spot. We were able to create unique checklists to keep track of each project's progress.

Sometimes there are issues while the app is loading but aside from that nothing out of the ordinary.

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.