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Software de gerenciamento de serviço de campo /
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Software para tratamento de relvados /
Smart Service Reveja
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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.
easy to use and great customer service
need to have some training on how to utilize the whole program
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.
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.
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.
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
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. :)
Easy to use, Tech support is amazing, and the sync between Quickbooks and Smart Service is great!
nenhum
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.
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.
Ease of use and great customer support
Muito pouco.
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.
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.
Wish it had a feature to mass text clients to remind them of their service scheduled. It also runs slow and lags quite often.
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.
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.
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.
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.
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.
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.
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.
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.
Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling
Speed, although it is a bit faster than the old version was.
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.
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.
I am unable to delete employees out of Smart Service after termination. The inability to cut and paste equipment out of Smart Service.
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.
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.
tracking (time stamps and history) and easy to view color coding, the reports feature
Integrated mapping and routing
scheduling and real time info to the guys
issues with Quickbooks and the transfer of info, does not always come threw correct
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.
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.
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.
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.
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.
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.
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.
Software freezes,' not responding' on occasion. It would be nice if entry and reports were more end-user customizable.
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.
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
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.
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!
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.
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.
There isn't a maps feature that works that is similar to Google Maps
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.
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.
It can get a little bit slow when syncing but other than that I have no complains. Very useful software.
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.
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.
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!
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.
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)
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!
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.
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.
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.
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.
When you get up there in customers, like 10,000 plus, its a hog so you need a fast computer and network.
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.
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.
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...
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
It's many features and ease-of-use.
Tech-support is only available during regular business hours on Eastern standard time.
Report function, scheduling capability, routing, reliability
difficult to make corrections on customer names. Having difficulty trying to email off of Smart Service.
I like that it covers all aspects of our business. Ifleet is great.
A little resource heavy and slow at times.
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
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.
Fácil de usar
Micro soft access crashes a lot.
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.
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.
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.
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.
1) Seamless integration with Quick books. 2) I fleet to works great with ipad.
A little too many steps for data entry
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.....
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.