Smart Service reviews

Smart Service has been a God send to my company. We are now also "almost" paper free.

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

Pluspunten:

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.

Minpunten:

Not being able to track individual extinguishers by date and have them update to when service is needed.

Smart Service for Pest Control

Opmerkingen: It's been a long and arduous process learning to work with the software and customize it to fit our needs.

Pluspunten:

The software is very customizable. It has the features we need to apply data to ensure consistent service to our customers.

Minpunten:

Due to the customizable design it requires admins that are highly skilled in software use and development. Not easy to navigate, conflicting layers/windows for data.

Smart Service from a Person who is not techie

Opmerkingen: Inefficient work order processing and management.Inaccurate billing and time tracking.Poor route optimization and long response times.Incomplete service history records.BenefitsStreamlines processes and increases efficiency.Improves accuracy of billing and work order management.Provides comprehensive service history.

Pluspunten:

Improves the accuracy of billing by accurately tracking the time spent on each job.Increases efficiency by reducing manual time tracking processes.Optimizes service schedules and reduces travel time, increasing efficiency and cost savings.Improves customer experience by reducing response times.

Minpunten:

May require staff training to ensure accurate time tracking.Potential for time tracking errors and discrepancies.May require a significant investment in technology and training.Potential for routing errors and inefficiencies if the system is not properly optimized.

Good in theory, but impractical in implementation

Pluspunten:

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.

Minpunten:

The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application.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. Adding a new customer takes forever, especially if you have a location and job to enter as well. There is also no feature to have an AP email for their default QuickBooks email, while still have primary contact's email prevalent. Scheduling is nice that a job can recur indefinitely, but if a job cancels, you have to change its recurrence pattern PRIOR to inactivating the job, or it still comes up on the schedule. It also has no features for a job to occur for a certain period of time, or to recur on a seasonal basis. If your customers have multiple services per invoice, it is a huge pain. The "Batch invoices to Quickbooks" feature requires the user to post each individual batch one. at. a. time. Again, on a slow, clunky system. Many of the advanced features have not worked for us at all, or were not as advertised in the demo. Granted, the most annoying part (the scheduler does not work for us) is largely due to our painfully slow cloud system, making it inoperable. If you want to print a schedule for each employee, be prepared to pay for an upgrade (ours was $600) so they can program a custom report for you, that is iffy on how often it works on the first attempt. (Ours works on the second attempt every time.) The "Prospect" feature is useless... it doesn't transition over to "Customer" well at all. It is also impractical to use many features integrated with Quickbooks-- it requires syncing for anything useful, and with a large customer database, that is completely impractical for the frequency required. Bill your customer a flat rate each month? Forget about it, unless you cheat the system and create two jobs-- one that is the real job for your employee and charges nothing, and one that only your accountant uses. Bottom line: It's intuitive to figure out basic functions, but there is SO much room for error, and something simple like an updated address once took me 2 hours to complete for our largest customer. They need to do a complete overhaul of their programming and add some basic features before I could recommend Smart Service to anyone. We've found that to make it work, it requires constant ingenuity to come up with a work-around for design flaws.

Smart Service

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Workforce management made that easy!

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

Pluspunten:

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.

Minpunten:

In my experience I can't see any problem, probably the interface make it a little bit alive.

Smart Service Makes Service Dispatch Easy

Opmerkingen: Smart service has been a pleasure to deal with and they have great tech support.

Pluspunten:

I love that we are almost paperless with this software. This has made everything at the click of your mouse.

Minpunten:

I can not think of anything bad tp say about this software

Great field mgmt software for Quickbooks users

Pluspunten:

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.

Minpunten:

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.

I really like Smart Service

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

The software has a learning curve due to the massive functionality that is built in. It took a bit to figure it all out.

Great Product & Service

Pluspunten:

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.

Minpunten:

It can get a little bit slow when syncing but other than that I have no complains. Very useful software.

Best business software

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Easy and Efficient

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

Great dispatching program for smaller service company's.

Opmerkingen: 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.

Pluspunten:

The integration with QuickBooks - Eliminates double entry.

Minpunten:

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

Outstanding Software with Outstanding Customer Support

Opmerkingen: Smart Service is a reliable software that allows us to ease into our day and our driver's day. They know ahead of time what their schedule will be for the week. It allows me to spend more time with my customers. It makes scheduling a snap. Our invoicing goes out immediately, where before it went out a few days to a week later. Thus, we are getting paid faster.

Pluspunten:

Smart Service has streamlined and simplified our scheduling processes, service and billing. It has cut my paperwork down by half, allowing me to get other business tasks done that were going by the wayside.

Minpunten:

The first year, it was difficult flipping back and forth between Quickbooks and SmartService, until we built up a history on our customers.

Smart Service in today's busy world

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

The wait time when it's communicating with QB. I get "not responding" and it slows me down.

Tailored perfectly for a service business.

Opmerkingen: 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.

Pluspunten:

Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling

Minpunten:

Speed, although it is a bit faster than the old version was.

Best scheduling program

Opmerkingen: Just makes scheduling so much easier.

Pluspunten:

Having used a few other programs, Smart Service syncs seamlessly with Quick Books. We also run alot of services, we can have 40 stops with 5 trucks, I fleet takes the place of all the paper work orders and makes managing information a breeze.

Minpunten:

syncing the pictures with drop box, there should be a link to keep them in the smart service or I fleet enviorment.

Exceeded my expectations!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Great scheduling software

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

Tech-support is only available during regular business hours on Eastern standard time.

Moving company with smart service

Opmerkingen: 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!

Pluspunten:

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

Minpunten:

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.

Excellent phone support and easy to learn and use program with a lot of functionality

Opmerkingen: Saves time, and increases office and tech efficiency

Pluspunten:

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.

Minpunten:

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)

Smart Service is AWESOME!

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

None

It's Great

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

Would prefer the routing would use Google instead of map point.

always great customer service

Pluspunten:

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

Minpunten:

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.

Pathetic

Opmerkingen: Great Product. Pathetic management and very greedy sales people. Can understand wanting to make money but Honor what you have sold somebody already.

Pluspunten:

Was easy to use I enjoyed working with it. I always had way to keep my accounts scheduled.

Minpunten:

I used an older Version of their product. I tried to update to their new system but they would not give me a password for the old one and shut me out of my accounts. Was very unfair they would not let me transfer my stuff to another computer. I bought it out right paid on it for three years and it was worthless to me on the old computer. They didn’t even have anybody that could give me a password to open it up. Now I use another company that’s working 1000 times better and actually care about their customers. Would’ve loved to of upgraded to their system but with that kind of customer service with dollar signs in their eyes only I’ll pass. I can still access on old computer after getting it fixed.....Took me forever to transfer accounts to the new system.