What do you like best?
QuickBooks integration is wonderful because you can invoice from SmartService and see the customer's balance.
The features it offers for the field staff are great, we have never had the option of tracking time in real time on a job and generate payroll for it. It is very user friendly for a typical iphone user.
The company is always listening to real world scenarios and using those to improve the software, they have really made many improvements based off of our feedback.
What do you dislike?
Purchase Order linking limitation. We link our expenses to a job and it would be better if this aspect of the program was more robust. It is great on the AR side, not so much on the AP side.
Having a manual for this program would have been great. We received short training sessions but were left to figure things out for ourselves and in many cases had to re-invent the wheel once we figured out our processes didn't receive the desired result we expected. I realize every business if different so you have to make it work for you but there are many options we "found" that a manual would have easily explained.
Proposals and Work Orders need a numbering system because after using this program for more then a year the jobs get convoluted and it is hard to find things. We can't close jobs like the program is made to do because we use job costing for reports.
Recommendations to others considering the product
Ask A LOT of questions during the training. Really think your set-up and business process through before diving into it. It takes some time to set-up and get working properly, don't take your back-up system down. HAVE A BACKUP FOR TIMEKEEPING while starting out IF you use it for payroll. It took our field staff some time to get it down without mistakes.
What business problems are you solving with the product? What benefits have you realized?
Job Costing was a huge grey area, now we have accurate, down to the minute job costing on every job. The items are linked to the job and payroll which is wonderful. There is a great history of the account at our fingertips as well.