Smart Service

Smart Service

Add scheduling, dispatching, and more to QuickBooks.

4.3/5 (247 reviews)

Smart Service Overview

What is Smart Service?

Smart Service is a direct QuickBooks add-on that adds scheduling, dispatching, and more, making QuickBooks into a one-stop shop for all the administrative needs facing the modern field service company. In addition, the mobile Smart Service system expands QuickBooks with customer management, work orders, routing, time tracking, inventory, estimates, digital forms, workforce tracking, service histories, and many other easy-to-use features. Smart Service will help:

-Manage customers.
-Schedule jobs.
-Handle paperwork.
-Dispatch new work orders.
-Optimize travel routes.
-Track employee progress.
-Track vehicle use.
-Manage assets.
-Analyze marketing.
-Document work with pictures.

Because Smart Service works as a direct QuickBooks add-on, all work done in Smart Service gets duplicated in QuickBooks in real time. Smart Service helps eliminate double data entry and lets service businesses keep all their work in one centralized location.

Businesses in HVAC, plumbing, electrician, pest control, appliance repair, chimney, IT service, construction, document destruction, fire protection, irrigation, lawn care, landscaping, pool service, property management, and countless other field service specializations use Smart Service to go mobile, get organized, increase efficiency, and eliminate waste.

Smart Service Overview

Pricing

Starting from
US$1,599.99

Pricing options

Free Trial
One Time License
Value for money

Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.


Smart Service Features

Devices
Business size
S M L
Markets
Canada, United States
Supported Languages
English

Screenshots

Smart Service screenshot: Scheduling and dispatch jobs with the drag-and-drop scheduler.
Smart Service screenshot: Scheduling and dispatch jobs with the drag-and-drop scheduler. Smart Service screenshot: Optimize service routes with the click of a mouse. Smart Service screenshot: Go mobile with the iFleet app for iOS and Android. Smart Service screenshot: Track the progress of your field workers throughout the workday. Smart Service screenshot: Add images to customer records and work orders. Smart Service screenshot: Manage inventory easily. Smart Service screenshot: Digitize your paperwork with fillable PDF forms.

Smart Service Reviews

Smart Service Reviews

Overall rating
4.3
/
5 247 reviews
Excellent
128

Very good
91

Average
17

Poor
6

Terrible
5

Value for Money
4.2
Features
4.2
Ease of Use
4.2
Customer Support
4.5
89% recommended this app
Albert d. F.

Smart Service has been a God send to my company. We are now also "almost" paper free.

Efficiency - Efficiency - efficiency.
And did I mention efficiency???


Verified Reviewer

Smart Service

It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.


Verified Reviewer

Smart Service


Deb H.

Scheduling Guru

My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.


Bridgett C.

Long time user

Customer service used to be fast, now Yui have to wait 2-3 hours for a return call. Liked it a lot when I first started, now, not so much, but I’m too invested to switch now.


Albert d. F.
Company size: 51-200 Employees

Smart Service has been a God send to my company. We are now also "almost" paper free.

Used Daily for 2+ years
Reviewed on 21/12/2017
Review Source: Capterra

Efficiency - Efficiency - efficiency.
And did I mention efficiency???

Pros

Being able to use iPads or tablets in the field. By being able to use tablets we take away the technicians penmanship errors and can have the customer sign work orders so there is no confusion of who said what later.

Cons

Not being able to track individual extinguishers by date and have them update to when service is needed.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Construction
Company size: 13-50 Employees

Smart Service

Used Daily for 1+ year
Reviewed on 12/12/2019
Review Source: Capterra

It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.

Pros

It is fairly user friendly. I do like the posting and dispatch screens. Easy to read, easy to post. The ease of changing information is good and bad. From an accounting perspective, it is a bit soft on that aspect.

Cons

It took me longer to get the hang of this software than most softwares I have used. The reporting is not the best. Reporting is difficult to get what we want. It either has too much information or too little. I would like to see the ease of changing accouting information alot harder. It is too easy for the field techs to change.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Verified Reviewer
Industry: Consumer Goods
Company size: 13-50 Employees

Smart Service

Used Daily for 2+ years
Reviewed on 2/4/2019
Review Source: Capterra

Pros

We have been Smart service users for approximately 6 years now. Smart Services customer service is unsurpassed. When you call they help you. The ease of remote login by Smart Service in an awesome feature. They can see exactly what the issue is.

Cons

I would say they have limited hours. If there is an issue on weekends, holidays or after business hours then you have to wait and that is the only con I can think of.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Deb H.
Industry: Consumer Services
Company size: 2-10 Employees

Scheduling Guru

Used Daily for 1+ year
Reviewed on 21/9/2016
Review Source: Capterra

My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.

Pros

Being able to schedule the field guys is fantastic. I can look at the screen and immediately know if I have a worker available or not. If a person takes the time to learn it the scheduler can be your new best friend. Some of the men really LOVE that they can take photos of the job site, the work, parts that need to be replaced and it stays with that job forever. I love that too. It is very handy.

Cons

Since Smart Service makes a new, unique job in Quick Books every single time you make a job, it makes more sense to have QB in single user mode all the time so a job can be deleted if necessary but my employer uses QB in his office to do his bids and the invoicing so it can be a pain in the neck. There is no way to tell Smart Service to print ONE work order if the jobs are assigned to the department and to the person (indicates who is doing the job) it automatically spits out one for the office that I don't need, one for the job, and one for the human. Once a person's name is entered as a customer there is no way to change it. It is wrong forever. Once it is used in QB it can only be made inactive not deleted. It might be a Quick Books interface problem which is not really Smart Service's problem but if Quick Books runs into a problem and has to close (but they always apologize for the inconvenience ;) ) then I have to close Smart Service, re open QB, start Smart Service, wait for it to go through it's acrobatics (gathering data) before I can use it.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Bridgett C.
Industry: Consumer Services
Company size: 2-10 Employees

Long time user

Used Daily for 2+ years
Reviewed on 2/4/2019
Review Source: Capterra

Customer service used to be fast, now Yui have to wait 2-3 hours for a return call. Liked it a lot when I first started, now, not so much, but I’m too invested to switch now.

Pros

I like that it’s mobile friendly and integrates well with QuickBooks.

Cons

Seems to have a lot of glitches in the ifleet portion of the software. Customer service doesn’t seem to have answers to why it’s not working well all the time.
Main platform freezes often.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8.4/10
Based on 247 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

Smart Service Pricing

Smart Service Pricing

Starting from
US$1,599.99
Free Trial
One Time License
Value for money

Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

Value for Money
4.2/5
Based on 247 user ratings
Compare value for money rating with alternatives
Compare with alternatives

Smart Service Features

Smart Service Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customisable Reporting
Data Import/Export
Document Storage
Inventory Management
Inventory Tracking
Invoice Management
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.2/5
Based on 247 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Video Tutorials

Video Tutorials

Additional information for Smart Service

Additional information for Smart Service

Key features of Smart Service

  • Custom fillable PDF forms
  • Custom forms
  • Customer database
  • Customer feedback collection
  • Customer history
  • Customizable interface
  • Customizable interface
  • Data conversions
  • Dispatching
  • Drag & drop interface
  • Equipment & vehicle tracking
  • Field estimates
  • Hosting
  • Instant job dispatching
  • Inventory management
  • Job scheduling
  • Onboarding
  • Purchase orders
  • QuickBooks integration
  • Real time updates
  • Recurring work scheduling
  • Service agreements
  • Service routes
  • Service scheduling
  • Setup assistance
  • Signature capture
  • Task scheduling
  • Training
  • Video tutorials
  • Website lead capture

Benefits

  • Schedule Easily - The drag-and-drop scheduler and intuitive scheduling board make assigning jobs easy.

  • Streamline Billing - Finish paperwork and collect payment on site, greatly reducing the billing cycle.

  • Stay Organized - A direct QuickBooks add-on, Smart Service expands your existing accounting software, keeping everything in one place. Enter data once and it stays in the system forever.

  • Instant Dispatching - Schedule jobs in the office and send the details to your employees' mobile devices with the click of a button.

  • Mobility - Eliminate clipboards, paperwork, and filing cabinets with a fully integrated system. Schedule, dispatch, complete, and file all paperwork digitally.

  • Reliable Support - The Smart Service Help Desk will guide you through installation, provide comprehensive training, and assist you with any problems you encounter in your day-to-day operations.

  • Smart Service FAQs

    Smart Service FAQs

    Below are some frequently asked questions for Smart Service.

    Q. What type of pricing plans does Smart Service offer?

    Smart Service offers the following pricing plans:

    Starting from: US$1,599.99

    Pricing model: One Time License

    Free Trial: Available

    Smart Service is available for a one time price of $1,599.99. Additional users and mobile users are available at a discounted rate.

    Q. What are the main features of Smart Service?

    Smart Service offers the following features:

    • Custom fillable PDF forms
    • Custom forms
    • Customer database
    • Customer feedback collection
    • Customer history
    • Customizable interface
    • Customizable interface
    • Data conversions
    • Dispatching
    • Drag & drop interface
    • Equipment & vehicle tracking
    • Field estimates
    • Hosting
    • Instant job dispatching
    • Inventory management
    • Job scheduling
    • Onboarding
    • Purchase orders
    • QuickBooks integration
    • Real time updates
    • Recurring work scheduling
    • Service agreements
    • Service routes
    • Service scheduling
    • Setup assistance
    • Signature capture
    • Task scheduling
    • Training
    • Video tutorials
    • Website lead capture

    Q. Who are the typical users of Smart Service?

    Smart Service has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Smart Service support?

    Smart Service supports the following languages:

    English

    Q. What type of pricing plans does Smart Service offer?

    Smart Service has the following pricing plans:

    One Time License

    Q. Does Smart Service support mobile devices?

    Smart Service supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Smart Service integrate with?

    Smart Service integrates with the following applications:

    Dropbox, Google Calendar, QuickBooks, QuickBooks Online

    Q. What level of support does Smart Service offer?

    Smart Service offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials