Smart Service

Smart Service

Add scheduling, dispatching, and more to QuickBooks.

4.3/5 (245 avaliações)

Resumo do 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.

Preços

A partir de
$1600
Opções de preços
Avaliação gratuita
Licença única
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Canadá, Estados Unidos

Idiomas

Inglês

Avaliações do Smart Service

Classificação geral
4.3/5
88% avaliações positivas
128
Excelente
88
Muito bom
17
Média
6
Ruim
6
Péssimo
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Great Product & Great Support

Usado Diariamente durante Mais de dois anos
Avaliado em 20/01/2017
Fonte da avaliação: Capterra

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. Whenever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Vantagens

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Desvantagens

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
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ACI Smart Service Review 09-21-2016

Usado Diariamente durante Mais de dois anos
Avaliado em 21/09/2016
Fonte da avaliação: Capterra

We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.

Vantagens

The ease of entering customers, service tickets, time keeping and the GPS tracking are great benefits of this system. For the most part our technicians have been easily trained on the process and it has cut down on a lot of their processing time in the field.

Desvantagens

We have used the "Get Customer" or "Sync Customer" functions many times and since some of our office employees enter data directly into QuickBooks, we've lost a lot of email address and contact information on our customers. This information is critical to our database and it's very frustrating to try to rebuild.
We have several labor descriptions for our business and the work tickets can be set up correctly for the type of labor on a service call, the information transfers to the invoice in QB correctly, but defaults to ONE labor description on the time cards. So I end up having to revise nearly ever time card entry to correct the labor code. Also have to change the service or installation name from the sales rep's name to the actual technician that did the work. This has made the payroll processing a lot more time consuming than it used to be when it was entered directly through the time card entry in QB.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
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Love the integration with QuickBooks

Usado Diariamente durante Mais de um ano
Avaliado em 02/09/2016
Fonte da avaliação: Capterra

The transition from the old dispatch program was ok but not great but I don't feel that was Smart Service's issue as much as it was a planning issue within our company. A detailed migration plan should have been written out and discussed in advance so that everything could be addressed. I suggest Smart Service take that lead as many companies just don't understand the devil in the details until it is too late.

Vantagens

I love that it integrates with QuickBooks in real time. There are pros and cons to seeing every work order in QB but that also allows us to easily see how many times we have been to a customers house. As I said, the devil is in the details and if you just reach out to the customer service rather than struggle with the reports - they will teach you a lot and get you the report you need much quicker than you can do it yourself - until you learn how to do it yourself! The program is very customizable so that it can become what you need.

Desvantagens

I would like the schedule board to act as a calendar too - the default search info isn't what i need but Smart Service can change the defaults - we just haven't it yet - I need to be able to schedule meetings/days off/ appts that are not service calls - in a manner that will allow them to be seen on the schedule without requiring that they be "Completed" 'cause then they disappear.....

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
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Smart Service is the program we use on an hourly basis to keep our service business going.

Usado Diariamente durante 6 a 12 meses
Avaliado em 27/03/2018
Fonte da avaliação: Capterra

Everything is organized for me, makes taking, tracking calls a breeze!

Vantagens

Basic scheduling is very easy to learn, it only took me a couple of days to start scheduling basic calls. The rest involved mainly learning the service business that I work for in order to discover other needs within Smart Service. There is additional support via Smart Service's monthly webinars on various topics to assist with learning. I've attended 'Service Agreements' which I didn't know was possible until the webinar. I really like the reporting feature, it can generate useful data by request. For instance, pulling reports by customer location; if I want to view which customers live in South San Francisco I can easily create filters to do so. You really don't know how valuable a program is until your without it. We experienced our internet being down for half a day and had to go back to paper scheduling; that made us all realize how important Smart Service is to our business for sure!

Desvantagens

If you misspell a customer name after selecting 'new customer/prospect' and make it to the main customer screen, you have to go into QuickBooks to make the corrections although it is a new customer. It would be better for new customers only to keep it unlocked until save is selected. That would save some time; I don't make constant errors but it happens occasionally. Also, tracking technicians does not seem to work 100%. I've made sure that their tablets are syncing but only have three technicians showing up on the map. Sometimes it can take a long time to load a customer and that delays a call and time. Other than those three minor problems, I can't really think of anything else.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
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Best business software

Usado Diariamente durante Mais de dois anos
Avaliado em 21/09/2016
Fonte da avaliação: Capterra

After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.

Vantagens

It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.

Desvantagens

I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10

Preço do Smart Service

A partir de
$1600
Opções de preços
Avaliação gratuita
Licença única
Relação qualidade/preço

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

Recursos do Smart Service

  • Gestão de estoques

  • API
  • Acompanhamento de atividades
  • Armazenamento de documentos
  • Auditoria
  • Campos personalizados
  • Controle do acesso
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão de conformidade
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Monitoramento
  • Notificações automáticas
  • Painel de atividades
  • Rastreamento de estoque
  • Registro de auditoria
  • Relatórios e estatística

Mais informações sobre Smart Service

Principais recursos do 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Smart Service

    Abaixo estão algumas perguntas frequentes sobre o Smart Service.

    P: Que tipo de planos o Smart Service oferece?

    O Smart Service oferece os seguintes planos de pagamento:

    A partir de: $1600

    Modelo de preços: Licença única

    Avaliação gratuita: Disponível

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

    P: Quais são os principais recursos do Smart Service?

    O Smart Service oferece os seguintes recursos:

    • 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

    P: Quem costuma usar o Smart Service?

    Os clientes habituais do Smart Service são:

    Grandes empresas, Empresas de médio porte, Pequenas empresas

    P: Em que idioma o Smart Service está?

    O Smart Service está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Smart Service oferece?

    O Smart Service tem os seguintes planos de preços:

    Licença única

    P: O Smart Service é compatível com disponíveis móveis?

    O Smart Service é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O Smart Service se integra com quais outros aplicativos?

    O Smart Service se integra com os seguintes aplicativos:

    Dropbox, Google Calendar, QuickBooks, QuickBooks Online

    P: Que nível de suporte o Smart Service oferece?

    O Smart Service oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo