Smart Service

Avaliações: 75 | Classificação geral: Boa
Excelente
45
Boa
25
Média
3
Mau
2
Horrível
0
You already use QuickBooks to manage your company finances. Now, kick things up a notch with Smart Service, the direct QuickBooks add-on that deftly handles scheduling, billing, dispatching, customer management, work orders, routing, and every other need facing the modern field service company. Replace your clipboards and filing cabinets with a mobile, paperless system that will streamline your operations, eliminate waste, and boost your bottom line.
Comentário deixado em 04/10/2020
Pillsbury

This program helps tremendously with scheduling. We use it to schedule appointments, and keep track of our employees. This program does 100 different things and can be very beneficial to your company. I highly recommend it

easy to use and great customer service

need to have some training on how to utilize the whole program
Comentário deixado em 04/10/2020
Ewan Pankiw

We've used Smart Service for 9 years and it has evolved into a great asset for us with dispatching multiple trucks. We also use iFleet with our trucks in the field.

We've looked to see if the grass is greener - it's not. This software is versatile and the developers are always looking at making it better.

Comentário deixado em 04/10/2020
Cornelle

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.

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.

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.
Comentário deixado em 04/09/2020
Ranitta

This is a great program, they could fix a few things, but other than that I have been satisfied.

Scheduling is easy and organized.

They don't tell you when it has been updated and their mapping system does not allow you to "optimize" more than 100 jobs at a time. My techs tell when their system is acting up and then I have to contact them to find out why and usually it is due to an update.
Comentário deixado em 04/09/2020
Zetana Peleg

We do enjoys the layout the seamless communication to be able to share from office to field tech. The information does not always sync up.. Causing issues slowing things down in the field. However there are some great features. Would like to be notified when updates are available done. Maybe via email that would be great. Would also be great if a update video to share the following new update features are now available. As is i called in other day with issue found I was five versions behind that there had been so many updates done that I was missing out on when you think I should have been made aware of this via email. Been dealing with so many glitches and set backs that could have been avoid. Disappoints now updated there are way more things to see I'm not even sure how that all work yet can you email me a break down of the newer features and how to... I also think that the fees to add an additional work stations seems high.... Thank you WRP Office

The layout and client fields and custom features

syncing can be an issue not being able. That when re activating job it does not have a easy close option that does not re send invoice to QB and or it fills ifleet with all the past jobs
Comentário deixado em 04/07/2020
Regine

Torna meu trabalho mais fácil.

It makes creating invoices easier and helps keep track of where your technicians need to go on the job and where they are.

Some jobs keep defaulting and i have to go in and re do work i just did. how to use some of the program is unfamiliar to me. It doesn't seem to back up what is done after you post a job. You then have vague information available. Maybe i just need to learn more about the program. :)
Comentário deixado em 04/07/2020
Liggitt

We have been using Smart Service for the last few years in our HVAC business and it is a game changer. We are able to capture ALL of the information that comes out of the field, track everything that happens and run everything paperless. I would highly recommend Smart Service to anyone with a service business.

Easy to use, Tech support is amazing, and the sync between Quickbooks and Smart Service is great!

nenhum
Comentário deixado em 04/07/2020
Noble Wieand

Smart Service has greatly improved our efficiency when it comes to scheduling and dispatching our technicians. We're able to keep detailed notes and attachments, private and public, regarding our customers and individual jobs. After using this product for more than 7 years, we've noticed great improvements in speed and functionality. Customer service and tech support is also very knowledgeable and friendly and always help us through any issues we may have in a timely manner.

Updates are somewhat slow to be released, and although there's a lot for us to customize, I think it could use some more customizing options. Split window (scheduling window side by side with customer search) would be a significantly valuable feature to have.
Comentário deixado em 04/06/2020
Bolton

less paperwork and holds on to all open jobs scheduled until they are completely billed out

It integrates with the google calendar and Quickbooks. It holds pictures of jobs and really makes recurring jobs a breeze to setup and keep up with along with storing equipment mn and sn as well as warranty info.

nothing to really complain about. Sometimes the google calendar can be a hindrance because technicians can see 3 days out out and may be concerned about projects they are not on yet. Some may even develop a sickness they did not know they had in advance of a project they want to avoid.
Comentário deixado em 04/05/2020
Raeann

We evaluated all the software in the market for document shredding companies and narrowed it down to Smart Service. It enables us to easily track our customer's jobs, our assets, and our drivers throughout the day. iFleet revolutionized our business when it came out. We figure it saves us about 10 hours a week.

Ease of use and great customer support

Muito pouco.
Comentário deixado em 04/05/2020
Spector Anagnostou

Amazing technology that provides our customers with professional and efficient service. Detailed notes, fast invoicing, awesome correspondence records between the customer and our company and ability to email and text through the software encourages success and keeps our company fresh and current. So glad we switched to Smart Service!!!

Love how easily Smart Service and Quick Books integrate. It has cut our billing time by hours.Thrilled to be able to include our service notes from SS on our QB invoices.

A lot of data entry is required to get the software like you want it. It takes dedicated man power but is well worth it once it is entered in.
Comentário deixado em 04/03/2020
Reo

None. We returned it for a smaller refund.

Great Dashboard for dispatcher. It allows the dispatcher to customize how they operate and make great decisions. Wish there was a place to park unassigned calls. Nice interface with Quickbooks. Good overall features. Really wanted this product to work for us.

Serious security flaws that let your techs email your hard earned customer information to their personal email or worse yet your competitor with no tracking. Was told during sales demo this could be turned off with a "radio button". It was our number one reason for buying and explained up front. After purchase and during training we demanded to see how this was to be done and our trainer was honest and said the salesman was wrong and halted the training. They refused to change the mobile app to disable this. Gave them a few days they asked to address this and they could not demonstrate after several tries how this was to be done. The only viable suggestion was to lock down all the smart phones with a 3rd party mobile management software which would prevent our techs from receiving and sending troubleshooting documentation. We demanded a refund which was prompt but not the full amount despite the deception. The upper management will not return calls but instead sent me an emailed legal threat if I dared to review the product online. They actually used the word "Disparage" which is supposed to have a dishonest component to it. Everything here is honest. They plan to sue for liquidated damages for each negative review. Good product, dishonest salespeople and an upper management that doesn't care to try and win a customer or apologize for their salespeople's misplaced exuberance.
Comentário deixado em 04/02/2020
Nerte

I love that I can see in real time what's going on in the field with my techs. I also like it ability to seamlessly sync with Quickbooks to avoid double entry.

Wish it had a feature to mass text clients to remind them of their service scheduled. It also runs slow and lags quite often.
Comentário deixado em 04/02/2020
Placeeda

I like that the software is user friendly and can be saved, changed and added to at any point of the job process. Keeping track of hours and job items has never been so easy. I can manage ifleet and scheduling simultaneously as well as customer follow ups and invoicing without delay.

What I like least about the software is the many triggers that inhibit me of recording certain vital job status changes, or general information or notes while the job is ongoing. Sometimes that shared information needs changed or updated during the job, the triggers resend unnecessary jobs back to ifleet. But even with these triggers, I am still very pleased with the software. I would like to know more, as I am always learning new features as the need for them arises.
Comentário deixado em 04/02/2020
Goldenberg

We use Smart Service to dispatch our team of 14 Plumbers and Apprentice Plumbers. This would be a Herculean job without the Smart Service technology. With Smart Service, our two dispatchers are able to orchestrate our work orders to match up skills of plumber with customer needs and minimize drive time. If there is a technical problem, Smart Service is very responsive and helpful. The best part of Smart Service software is that it integrates with QuickBooks and I-Fleet Phones.

Our Plumbers do have a suggestion to improve Smart Service. When the Work order information shows on the Plumber's I-Fleet phone, he sees the main contact name and phone number plus an alternate phone number. It would be helpful if he also could see an alternate name.
Comentário deixado em 04/02/2020
Oliana Faigle

Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.

The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.

Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.
Comentário deixado em 04/01/2020
Rie

I have used Smart Service for the last 9 years. The customer support is excellent. They are very knowledgeable and are quick to get back to you if they are not available right away. The updates that you receive are good about fixing any program issues that may arise and they are always adding new things to help the program stay current with the times. I have even asked for certain aspects to be included in the past and they worked to make that happen for me. It's a great program and a great company. I highly recommend Smart Service.

the scheduler, the ability to post multiple invoices at a time, the ease of adding a new customer

if I have to change the price on a regular customer service for one service that is the price that remains for the next months service. A previous program we used would automatically reset the price back to it's basic price for the following month when it was a recurring customer.
Comentário deixado em 03/31/2020
Lawford Searcey

Overall, software is awesome I have wonderful experience and the software helped our company a lot of effective workforce management.

What I like about the software is that aside from the fact that this is a scheduler, employees are being notified of the schedule/task update real time. Useful to us that is starting to expand our company that majority of our employees are in the field and no time to get back to the office for schedule check. Another awesome feature of this software is that after the schedule or task is complete management is notified back for the job well done.

In my experience I can't see any problem, probably the interface make it a little bit alive.
Comentário deixado em 03/31/2020
Brote

There are certain fields in the moving industry that do not line up with other services. The mapper system seems to be extremely slow and locks up the computer at times when we attempt to use it. Some of the auto populated fields can not be turned off, so our secretaries are having to do double work to get the results we need. We are unable to add items in the field that carry over to smart service that will translate equally into quick books, so again the secretaries are having to go back and double work. At this time this is the program we use, but are in the process of looking at other programs that may be more flexible and less work for the office personal. We have spoken with our sales person and tech support on the issues noted above the I-fleet app that works with smart service the workers are consistantly telling us how slow the app is to respond!

The scheduling page that shows the number of trucks and color activated during time stamps

Not flexible for our industry, we keep hoping it will be more appealing to other options, but no luck after many years with the company.
Comentário deixado em 03/29/2020
Linette Solak

Not having to hand enter every invoice. Now the techs can do it and then I just post and print. So simle.

This program reads out QuickBooks, which made it easy to transition

Not all of our forms can be prefilled. Technicians cannot change the dates of service. There is not much bad to say about this program it works like it supposed to.
Comentário deixado em 03/29/2020
Galliett

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.

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

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.
Comentário deixado em 03/29/2020
Bonita

SmartService offers many features we need in a software program lumped into one and it communicates with Quickbooks. It's a database of your customers and jobs that offers a scheduling and dispatching board, field employee/job time tracking, reports that are customizable, Invoice/payment entry that flows to Quickbooks, and more. Many other software programs only offer some of the features of SmartService, and still others that offer similar features are extremely overpriced. Been happily using SmartService since 2004.

Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling

Speed, although it is a bit faster than the old version was.
Comentário deixado em 03/29/2020
Kaine

Our time tracking and billing processes were streamlined immensely over our previous methods. Also having the ability to provide job documentation to field workers through the app is very nice.

We switched to Smart Service and the iFleet app a little over a year ago. It has revolutionized our time tracking, job costing, and billing processes.

The software has a learning curve due to the massive functionality that is built in. It took a bit to figure it all out.
Comentário deixado em 03/27/2020
Corena Rottman

Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)

That it integrates with quick books; is a good reoccurring database of our client with reoccurring work on semi and annual basis. no need for a separate data base anymore. When use with iFleet all work orders come back to the office electronically along with any photos taken, and can be processed immediately if desired; although some customers complained the guy was still in the parking lot when they got the invoice; LOL the tech also has the ability to make estimates and email to the client right on the spot with our custom made form.

Sometimes there is a long lapse between windows; generally it is several seconds but at time it can be 15 to 20 seconds.
Comentário deixado em 03/24/2020
Margery Magraw

Smart Service is a very user friendly and easy to teach to new employees. Ifleet is a real plus for the technicians.

I am unable to delete employees out of Smart Service after termination. The inability to cut and paste equipment out of Smart Service.
Comentário deixado em 03/24/2020
Sybley Leavelle

Linking it to our accounting program allows us to not have to log in customer information twice. Our old program we had to create a customer in the pest control program and then use that information to create them again in our accounting program. I like that we can post the work order and it automatically shows up in our QuickBooks.

How easy it is to navigate through the work orders and customers. I like that you can post multiple invoices at one time if needed, or even skip multiple invoices at one time, simply by checking a box and then posting the first. I like that it connects so easily with our QuickBooks program.

I wish it would automatically reset a customer's price information for the following month. We have to change the amount of rooms serviced each month in various hotels. Our previous program would set the amount of rooms back to the base amount of rooms, but this program leaves it at the amount you post each month, so the following month it will show the amount of rooms and price from the previous month. Sometimes our customers get confused.
Comentário deixado em 03/23/2020
Emelen

Its easy to use, that's about it. It does speak to Quickbooks but it creates a lot of errors which causes us to send our database in frequently.

Easy to use. The different screens can be confusing so you have to pay attention to what you're doing and what screen you are in. Lots of information can be entered into the system and utilized properly.

It creates errors in Quicksbooks and we constantly have to repair our database. The different screens which look identical, you have to be careful with. If you don't put the information into both sides, it does not transfer over.
Comentário deixado em 03/23/2020
Rufus

Smart Service with iFleet has completely streamlined the way we do business. In the pool and spa industry it has given us an edge on customer service with it's ability to easily track and report detailed transactions, such as model and manufacturing numbers, serial numbers, time stamping, and water analysis results. There are customizable fields built in that allow us to tailor the program to our needs. If we cannot find what we want, their amazing customer support staff is always available to find a solution. Then they go one step further by taking the time to walk us through it step by step. My Service Depot keeps pace with technology and continually works to enhance and improve their products while always being open to suggestions. Thank you MSD Staff, you have been wonderful!

tracking (time stamps and history) and easy to view color coding, the reports feature

Integrated mapping and routing
Comentário deixado em 03/22/2020
McKinney Hammet

overall a good experience. there are many times it takes hours to get a call back for support, this some time takes us totally of line and then we are back to handwritten tickets, adding obviously more work in the office

scheduling and real time info to the guys

issues with Quickbooks and the transfer of info, does not always come threw correct
Comentário deixado em 03/21/2020
Celio

Great sales reps that listen to what you want the software to do. Great trainers that understand your industry and a great help desk that answers the phone when you need them. I talked to the owner Skip several times this year just to say thanks for the great product. He is really customer focused and it shows in his work.

We were looking for software to add scheduling to our Quickbooks. We tried ServiceCEO a year ago but could never get it going. The folks at Smart Service did several one on one training classes with us and really held out hand. Ross was the trainer that we worked with and you would have thought that he owned a pest control business. He knowledge about our industry blew my whole office staff away. We had the software installed on our 4 computers in a matter of hours. Once we were trained, we went live on March 1, 2011 and it was such a simple process. We have needed help this year and when we call the help desk, someone ALWAYS ANSWERS LIVE! That's just way too cool. When was the last time you got anyone to answer the phone live? These guys know what their doing. And the support is always first class. We've had Smart Service almost a year now and I wouldn't run my business without it. We've grown by 22% this year and I can say it has a lot to do with Smart Service.

Honestly the only con is I wish I would have made the switch sooner. Its a great product and a huge asset to my company.
Comentário deixado em 03/20/2020
Rush Freyermuth

A big software change is always so challenging. But converting to Smart Service was pretty smooth. They work really hard to bring over all info into the program. Even when we recently took over another company and had to bring in their customer base, it went very smooth. The dispatch board is very good. And especially what we like is the reports that can be modified, and if you need a special report they will make it for you.

Reporting

The notes in the calls changed to being most recent first so the techs have to goto the bottom and read from there, instead of top down and adding to the bottom of the notes.
Comentário deixado em 03/19/2020
Yonita Findlen

For the regular dispatching features, I was able to learn completely on my own with no instruction, becoming our in-house "expert." It is intuitive enough that I found solutions for problems that tech support thought had no work-around.

The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application. For example, if you have a customer with 10 locations and 15 total jobs, and they change their billing address, you have to manually go change it 26 times, in a clunky system that is not fast at all.
Comentário deixado em 03/19/2020
Aurelie

Once you get the hang of it, it's pretty intuitive and easy to use.

We get a ton of error messages, force closes, etc. daily. The start-up process can be a bit slow as well, and customer management features are limited.
Comentário deixado em 03/18/2020
Kragh

That it links to QuickBooks is a big plus.

I like the ease of scheduling and tracking where my driver is. I also like the fact that my driver can take a picture for future reference when needed. Especially if we are waiting to do a repair at a later date and need to know which part is needed when we return.

I wish in the instruction section you could use bold and highlights when you want to make sure something stands out. I would like to be able to schedule a repeating phone call, for example, We have customers that we have repeating jobs every month but need to call the day before to remind them to put up animals or leave a gate unlocked. I would like for the reverse route the schedule when needed.
Comentário deixado em 03/17/2020
Beitz

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.

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.

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.
Comentário deixado em 03/16/2020
Tannenwald Lazer

Our chimney sweep and repair business has been using this software for almost 10 years and it has helped us tremendously to track so many jobs, customers, estimates and prospects. I have not seen any other software on the market with as many bells and whistles as Smart Service. It seems they've just about thought of every possible use and need in mind as they continue to take feedback and utilize in regular development updates.

What I like most about this software are the easy to understand interface screens and help available to make entry and maintenance a breeze.

I'm still learning the software, but so far I have not been able to see a way to change mass records with an import feature.
Comentário deixado em 03/15/2020
Raybourne

Software syncs to QuickBooks automatically. Calendar view is easy to use. Calendar sync to Outlook and email notifications would be a nice feature.

Software freezes,' not responding' on occasion. It would be nice if entry and reports were more end-user customizable.
Comentário deixado em 03/15/2020
Seligmann Goerke

The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.
Comentário deixado em 03/14/2020
Freudberg Brosch

This program has made us more efficient when it comes to scheduling and has eliminated our backlogs

The ease of moving jobs and seeing jobs, the interaction with Quickbooks is superb. Customer Support is great, the guys are quick to fix any issues plus very helpful in explaining features

not much of anything that I can come up with
Comentário deixado em 03/14/2020
Hobbs Talamantes

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.

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.

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.
Comentário deixado em 03/13/2020
Bernstein Tillis

Ease of scheduling, fast syncing for technicians, easy access customer records, ability to opperate paperless.

Extremely user friendly, fast and reliable, customer care is attentive and extremely helpful, we can't say enough good things about it.

Suggestion would be that I would love an option to send email follow ups directly from the service with customer satisfaction surveys with results that would link to jobs and customers!
Comentário deixado em 03/12/2020
Thorwald

Experience about what not to buy

job entry is ok. The ability to drop & drag jobs between technicians is nice. Ifleet program worked ok

When we purchased this software I purchased the dispatching add on called Ifleet for my field technicians. I was told and I quote "Ifleet purchase option _ iphone/ipad smart service add-on with no set up fees or ongoing monthly charges for service or support. That is off of my sales contract. They have turned off my Ifleet because I haven't paid my support fees. My agreement states there are no fees for support but somehow I owe them money, supposedly. Don't believe anything they say as they are just trying to get your money. I also have issues with the program itself as you need to be able to write computer code to get any kind of reports from the software, the reporting feature is difficult to use. Its interface with QuickBooks is not great which makes tracking receivables and sales difficult. Overall I am very disappointed with this software and I would not recommend purchasing it.
Comentário deixado em 03/11/2020
Aksel

Great support. Willing to work through any problem. Pricing is excellent. Support is always right there. Software is very intuitive. Piggy back's with our accounting software and technicians in the field extremely well.

There have been some speed issues that we are fighting to get through. They have been very easy to work with in trying to solve the problem. They have made every effort. However the issue still has not been buttoned down.
Comentário deixado em 03/11/2020
Nobe

The scheduling feature is user friendly providing detailed technician information as well as a color legend categories. The ease of moving jobs from technician to another is a huge advantage without re-entering information.

There isn't a maps feature that works that is similar to Google Maps
Comentário deixado em 12/11/2019
Marutani Terre

We use it for scheduling field techs for service calls. Great features, but the designers need to work on the reliability of the program.

This software offers a lot of features. It is extremely easy to use. It is evident that quite a bit of thought went into the design of the software, because the features are useful and informative. Syncs with QBD.

This software is glitchy on a regular basis. It is unreliable and has difficulty connecting with QBD on a daily basis, at times.
Comentário deixado em 04/02/2019
Trilby

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.

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.
Comentário deixado em 01/18/2019
Edny

The integration with quick books avoids the double entry which saves me a lot of time. Customer service is always willing to help, they will help you get the reports you need much quicker than you can do it your self.

It can get a little bit slow when syncing but other than that I have no complains. Very useful software.
Comentário deixado em 03/27/2018
Koralle

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

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!

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.
Comentário deixado em 03/15/2018
Alf

The best customer service. Able to do all of our scheduling with ease. It works with quickbooks which was a huge selling point.

There is no way to see the schedule for everyone when the owner is out of the office. This is the #1 complaint from the owner.
Comentário deixado em 03/07/2018
Kunz

We love that all our customers are able to have their extinguishers serviced every year on time due to Smart Service scheduling. Love the reporting tab so we can get a monthly spreadsheet of what we have due each month.

I've been using this software for 3+ years and have never had a problem so far! If I ever did, their technical support is always so helpful!
Comentário deixado em 12/21/2017
Booker Collmeyer

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

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.

Not being able to track individual extinguishers by date and have them update to when service is needed.
Comentário deixado em 12/19/2017
Edie

Saves time, and increases office and tech efficiency

The software allows me to schedule and track all of my jobs. IFleet not only updates in real time it also tracks where the technicians are, so if someone is "goofing off" you can spot it easier.

There are a few additional features that I would like. I.e. bar code scanning to ensure that the actual job was completed (most of my business is at recurring sites)
Comentário deixado em 07/07/2017
Udela Fodge

Learning the type of company MyServiceDepot is - a real customer centric company that takes your concerns to heart and let's you know how much they care about you and the use of their product

Everything! So easy to integrate with QB, Google Calendar, Outlook and every other program we use! It is like a breath of fresh air to FINALLY find something so EASY and Flawless to use! Cuts hours off my week, every week!

Comentário deixado em 05/12/2017
Wanfried

Very easy to learn, and provides all the functions I need running a mid-sized Plumbing Service Company, and is very easy to teach as the staff grows.

It's a great value and does so much of what other more expensive and complicated softwares do plus even more in some cases. Service System is so user friendly and very easy to learn as well as teach to new employees as the company grows. We highly recommend it to anyone who asks.

The support at My Service Depot for SmartService is great. The biggest complication and downfall, which is a big one, is that you can never get support except during standard working business hours Monday through Friday during the day. Being a small company, you can't afford to spend the time down and on the phone with tech support and failing to answer your phones for paying customers looking for service when you are in the trades like plumbing.
Comentário deixado em 05/08/2017
Martelli Creswell

The service scheduling with ifleet for our technicians. It gives the tech an overview of his work for the day. The completion of their work the next morning is also a great and straightforward process into QB.

The only con was when going through the migration to another data base with several calls I talked to more than one tech. As all are versed in their knowledge of the product they do have different approaches. I would recommend when something like a migration takes place the same tech is available through the entire thing.
Comentário deixado em 05/05/2017
Boatwright

All the of the necessary information is printed out on the daily workorders as needed. Again, this program is very easy to use as well as teach to new employees.

We love the fact that it is simple to use and holds a lot of our customers information. Searching for customers is what we use on a daily basis anytime our phone rings.

We really don't have much of anything to complain about. sometimes there are glitches but nothing major.
Comentário deixado em 05/02/2017
Kermy

the ability to sync with quickbooks for billing. customer service is quick to respond and very polite.

i am not made aware of updates when they are released, i usually have an error, which will lead to a call and i will update. the ability to use smart service on ipad would be nice. mass data upload option, ie device inventory from excel sheet.
Comentário deixado em 05/02/2017
Olivette Patender

Can customize reports to what you need. The schedule board is very easy to follow. Monthly Maintenance Billings are simplified to doing them at once in a batch.

When you get up there in customers, like 10,000 plus, its a hog so you need a fast computer and network.
Comentário deixado em 02/02/2017
Othello Hersman

Customer support is amazing! Always available and very helpful!! I have never had to wait long to get the help that I needed. I came into the use of this software after it was already in place and not being used properly. The support team helped me get a better understanding of the programs so I could make proper use of it!

it's user friendly, once I became familiar with the program

I can't really give you an honest opinion on this, as it was not set up properly or being used that way when I started here.
Comentário deixado em 01/24/2017
Bitthia Abrahamson

Smart service has revolutionized our business. From having your techs schedules at their fingertips to specific reports, Smart Service will make you smile.

It helps ease the burden of communicating jobs and details with our technicians and helps build our value to our clients with an out of the ordinary service and job quoting/invoicing experience. Very professional.

Sometimes the updates make it do weird things and it would take a good long tutorial or two to really get used to the functionality. All in all I have nothing bad to say about it.
Comentário deixado em 01/24/2017
Shem

We have been using smart service since about 1999. I have to say it is a great tool for small service bushiness. There is some things I think could be done differently or improved to help with functionality in some areas. The customer service it great! I appreciate that you are all there and willing to help and/or answer questions. Thank you.

works well with QB

There is need for improvement 1) editing in customers names capability - can only be done in QB 2) List - edits on Jobs description and other areas - are not easy to edit... I think you could find an easier way to fix spelling errors and etc...
Comentário deixado em 01/19/2017
Lucian

I have used Smart Service for 4 years now and it is a terrific software. It is very user friendly and easily navigated. We service 3 states - California / Arizona / Nevada - and our technicians have handsets that are in the field. Their feedback is that they like the software and ease of I-pad use when sending the documentation. The only downside is that I do not have enough time to navigate and learn and use all of its functionality. I am not using SmartService to its fullest capacity -- every day I learn a new function that I didn't realize existed. SmartService can fit all of your scheduling needs as it can be set up and programmed to suit your company's particular needs.

User Friendly; broad functionality in scheduling for tri-State area

Cannot to job times in timeframe needed-- our technicians work at night -- we can't show job times past 11:55pm
Comentário deixado em 01/19/2017
Katherin Ahlefeld

We have been using smart service and ifleet for two years now and could not be happier. They are both very easy to get started and very easy to use. We have had no trouble integrating it with our technicians. No more double data entry into QuickBooks. I would highly recommend this software for any small to medium service type business. We do HVAC in Colorado Springs and I can see how this would work for many different types of companies.

It's many features and ease-of-use.

Tech-support is only available during regular business hours on Eastern standard time.
Comentário deixado em 10/26/2016
Bevers Collari

We have used Smart Service since the inception of our business in 2006. We have been pleased with their overall performance and dedication for their customers for all these years.

Report function, scheduling capability, routing, reliability

difficult to make corrections on customer names. Having difficulty trying to email off of Smart Service.
Comentário deixado em 10/20/2016
McCutcheon Terboss

Software is great for keeping track of schedule, work orders, billing, proposals, and your fleet. It is also graphically pleasing and user friendly.

I like that it covers all aspects of our business. Ifleet is great.

A little resource heavy and slow at times.
Comentário deixado em 10/19/2016
Schechinger Nuttall

We purchased the software over a year ago. The product only functions with Quick Books. As we grew the software presented some challenges for us. If you have multiple locations and Jobs under one customer the software slows way down when working/scheduling anything to do with that larger customer. We experienced a lot of errors when adding new jobs/or locations. The help desk worked hard to fix the issues, and for the most part they did. It still very slow when working in our largest customer. For dispatching is it great - the I fleet portion is user friendly for the guys in the field. The finished forms are not great I would like the option to create your own without an extra charge or edit the ones they have. Yes we are happy with the product, but there are some glitches that need to be addressed. 1. Notifying customers when updates are available - via email with needed password. 2. Forms - ability to edit them. 3. size restricting issues. 4. use without QuickBooks for scheduling.

The integration with QuickBooks - Eliminates double entry.

The inability to handle larger customers - ability to see previous work within those customers is not functional. Forms created in the program are not very good
Comentário deixado em 10/19/2016
Kutzenco

I find that Smart Service has many valuable features. I especially like how it connects with QuickBooks. It really seems to get the job done.

I like the way it connects with QuickBooks and I also like the different reports that can be used. I'm looking forward experimenting with the marketing end of Smart Service.

Would prefer the routing would use Google instead of map point.
Comentário deixado em 09/28/2016
Toni

After years of researching dispatching systems. I finally decided to go with Smart Service and so glad I did. Very easy to use. Love the Tech Support system. They are very knowledgeable and friendly. There is always a learning curve with a new system. But they were always willing to help me with my issues. Once I learned the system, I am so glad I choose Smart Service! The only thing we have problems with is the 8:30 open time. Our techs get on the road at 8:00 and when the server is down and the I pads can't sync for whatever reason. The guys can't get there jobs on tablet and get their day started.

Fácil de usar

Micro soft access crashes a lot.
Comentário deixado em 09/21/2016
Rogovy

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.

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.

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.
Comentário deixado em 09/21/2016
Zantos Hjalmarson

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.

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.

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.
Comentário deixado em 09/21/2016
Amabel Greenhawjr

Smart Service listens to their customers and updates the software accordingly. Tech support is easy to work with and are very knowledgeable about their product.

It's easy to work with, easily adjustable to what I want to see, the new copy function is a huge time saver. iFleet is a tremendous aid for increasing productivity and reducing the amount of paperwork with our service techs.

The wait time when it's communicating with QB. I get "not responding" and it slows me down.
Comentário deixado em 09/21/2016
Telfer

Smart Service is a pretty good software product, but its slow when maneuvering through it. It has great information and we utilize a good majority of its uses. It just takes a while to go from screen to screen.

I like that it's easy to use and the techs can add notes to it while out in the field.

I dislike that it is very slow. It takes a long time to go through each call and switch from screen to screen.
Comentário deixado em 09/21/2016
Stodder Thorn

We have a pest can control company and was looking for a solution to 1.) our techs to do data entry on the ipad. 2.)integrates with quick books. This software does that and more!

1) Seamless integration with Quick books. 2) I fleet to works great with ipad.

A little too many steps for data entry
Comentário deixado em 09/02/2016
Beaver Harless

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.

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.

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.....
Comentário deixado em 06/17/2016
Gaye Broody

GSI has been using Smart Service since 2011. Within the last four years we have started to maximize the different options within the program. Smart Service is so easy to use and the customer service team is very knowledgeable.

GSI loves how easy the program is to use and the customer service department. Whenever we have a problem the customer service representative fixes it as quickly as possible.

Overall Smart Service is a great program my biggest complaint would have to be charging for add-on programs.

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