Smart Service

(2)
4.5 out of 5 stars

Smart Service is a QuickBooks-integrated scheduling and dispatching program for the service industry.

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Smart Service review by <span>Robynn P.</span>
Robynn P.
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"Amazing Field Technology and QuickBooks Integration"

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.

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Smart Service review by Administrator
Administrator
Validated Reviewer
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"Excellent easy worth every penny"

What do you like best?

Smart service is easy to schedule and resolve issues. Create tickets and manage appointments with addresses. We have used smart service for years to track our service appointments and some of our sales appointments. I would recommend this to any small business looking for an affordable managing software

What do you dislike?

I dislike how it looks a little old. It is great and works perfectly but could use a facelift. Reminds me a lot of office 2007 in terms of looks however it functions great. I wish it had a little bit more expandability but it is a decent stable product that is easy to train people to use

Recommendations to others considering the product

Try it out it is great for small businesses however if you are an intermediate company it can be lacking significantly

What business problems are you solving with the product? What benefits have you realized?

Service calls and sales appointments. We also have our customer database in it.

What Field Service Management solution do you use?

Thanks for letting us know!

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