Smart Service

Smart Service

by My Service Depot

Who Uses Smart Service?

Smart Service is the perfect software solution for any field service company, no matter the size. From sales to service, this program teams with QuickBooks to make scheduling and invoicing easy.

What Is Smart Service?

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.

Smart Service Details

My Service Depot

http://www.smartservice.com

Founded 1992

Smart Service Pricing Overview

Smart Service does not have a free version but does offer a free trial.

Free Version

No

Free Trial

Yes

Deployment

Installed - Windows

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

Business Hours

Online

Smart Service Features

Electrical Contractor Software
Billing & Invoicing
Contract Management
Customer Management
For Commercial and/or Industrial Electrical Contractors
Mobile Access
Quotes/Estimates
Scheduling
Time Tracking
Work Order Management
Billing & Invoicing
Contact Database
Contract Management
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Online Time Clock
Payment Collection in the Field
Quotes/Estimates
Routing
Scheduling
Service History Tracking
Work Order Management
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management
Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Employee Management
Equipment Management
Mobile Access
Quotes/Estimates
Routing
Scheduling

Vendor has not completed this information.

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Routing
Scheduling
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Management
Job Management
Mobile App
Quotes/Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Billing & Invoicing
Chemical Management
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management
Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Lead Management
Quotes / Estimates
Scheduling
Work Order Management
Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Mobile Access
Routing
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes/Estimates
Recurring Appointments
Routing
Scheduling
Work Order Creation

Smart Service Reviews for UK Users

Showing 5 of 255 reviews

Overall
4.3/5
Ease of Use
4.2/5
Customer Service
4.5/5
Features
4.2/5
Value for Money
4.2/5
Albert d. F.
President
51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 21/12/2017

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

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

Pros: 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.

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

  • Reviewer Source 
  • Reviewed on 21/12/2017
Mar A.
Operations
Machinery, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 25/03/2020

"Smart Service "

Pros: We really don't use the Software to its fullest. It We love the part we use

Cons: We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.

  • Reviewer Source 
  • Reviewed on 25/03/2020
Deb H.
Administrator
Consumer Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    3/5
  • Features & Functionality
    2/5
  • Customer Support
    3/5
  • Value for Money
    2/5
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 21/09/2016

"Scheduling Guru"

Comments: 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.

Pros: 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.

Cons: 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.

  • Reviewer Source 
  • Reviewed on 21/09/2016
Annette K.
Installation Coordinator/Dispatcher
Construction, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 03/04/2020

"Smart Service for HVAC-R Application"

Comments: The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.

Pros: I appreciate the ability to create different locations under one customer name. We have Home
Warranty companies that we contract with and we can neatly arrange their locations and jobs for ease of access. The ability to upload and store images of customers equipment has been invaluable for insurance claims and warranty coverage and keeping track of model and serial numbers. Being able to send emails and texts from within the program saves time and the message!

Cons: Preparing reports that are specific to your needs. I have struggled with preparing a report that clearly shows what items we have sold and how many of them in a year. The screen flickers almost all the time when using Smart Service.

  • Reviewer Source 
  • Reviewed on 03/04/2020
Lorianne E.
Owner
Environmental Services, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/03/2020

"Outstanding Software with Outstanding Customer Support"

Comments: 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.

Pros: 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.

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

  • Reviewer Source 
  • Reviewed on 20/03/2020