SmartServ

Excellent On-Boarding & Customer Service

Opmerkingen: SmartServ has given the best customer service that I have seen from any company. [SENSITIVE CONTENT HIDDEN] and his team are always ready to answer any questions that I have to get me moving on my next idea. They have been able to implement some of my ideas helping my business flow that much better.

Pluspunten:

The ability to have all job information in one place has changed everything for us, no longer having to look around through 3 different programs to find everything. We have been able to custom make checklists to keep track of progress on each project. All of our safety forms & any others have been digitized for us and entered into SmartServ for us to use at any point. The integration for us was very easy, if there was any discrepancies I was able to bring them up and they were fixed or I was given a solution very quickly.

Minpunten:

There is a few small issues with how the app loads, a quick refresh solves most of these problems.

Great software and support but connectivity in rural areas limits us

Opmerkingen: I am still working on getting my entered customers completely straight. Some double entries, spelling errors, etc. However, this is mainly my fault as our customer list was not in a proper spreadsheet, and our equipment log was on a paper log that smartserv techs transferred for me. So these kinks are getting resolved quickly once I notify [SENSITIVE CONTENT HIDDEN] or I catch them myself and go in and fix them. Overall Smartserv has been helpful and I confidence that the more I use it, the more our company will benefit from it.

Pluspunten:

Keeping track of Equipment and addresses with pictures is very beneficial. Estimates and invoicing on the spot is helpful as well

Minpunten:

We live in a rural area and service very rural areas that sometimes do not have the best cell service. This is problematic for tracking mileage/travel time as the app shuts off. As well taking pictures of the job at customer's homes with little to no service, does not work, so the guys are taking pictures on their devices and texting me in the back office to upload them. Its not a big deal, but sometimes this gets forgotten etc.

Program Creation to fit our needs

Opmerkingen: I am happy with the service and the software itself

Pluspunten:

They were able to add features to meet our specific needs

Minpunten:

so far the merging has been challenging but they have worked hard to correct it to work they way we need it to.

Overall good program but not a great fit for our team

Opmerkingen: It's too bulky - the process of getting familiar with it while trying to still run the day to day is overwhelming. Our office staff found it to be too involved, it would take 3 times as long to do a similar task as we were doing using another program. Trying to switch our team over as well was proving a challenge as the program takes a LOT of time to figure out and our business moves very quickly. We don't have the kind of time necessary to implement such a huge change in how we handle the scheduling etc. My biggest issue now is after having tried the program, we decided it wasn't for us. I've now been waiting six weeks for a refund on the 9 months left to the program, and all I'm getting is "It takes time to process the refund". It took them no time to charge our card for a full year when I thought it was a monthly payment, but getting the remaining funds back is proving difficult.

Pluspunten:

Automatic scheduling updates are a great feature, as well as having the ability to have documents on site with the techs tablets so the clients can sign off immediately.

Minpunten:

Takes too long to do simple tasks. The program is a great concept and I'm sure for larger companies it works great. But for a mid sized outfit like ours, it just wasn't a great fit.

Remarkable tool!

Pluspunten:

We no longer have to search through three different programs to find anything because we now have all of our job information in one spot. We were able to create unique checklists to keep track of each project's progress.

Minpunten:

Sometimes there are issues while the app is loading but aside from that nothing out of the ordinary.