Smart Service Reviews

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.

This software has made the day to day struggles a breeze and customer handling easy, cannot remember a time not using this system

The day to day use of this service is great however if there was one thing I could change it would be the location of the calendar very bulky.

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.....

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.

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

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.

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

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.

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

The scheduling feature works well. Many positive features, photo capturing, signatures, notes. I enjoy the monthly webinars that provide/reap new and old features of the product.

The downside of this product is the notes stay with the recurring job from year to year unless you create a new recurring job. This is time consuming and causes errors if the new job is not scheduled as recurring. A great feature would be for notes to automatically be archived when the next schedule occurs.

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.

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.

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.

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)

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.

scheduling and real time info to the guys

issues with Quickbooks and the transfer of info, does not always come threw correct

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

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.

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

A little too many steps for data entry

Syncs with Quickbooks / Ability to bill and collect on the job / Ability to add photos to jobs / Tracking work done previously for customers

Can be a bit buggy at times (often get error messages when trying to close out jobs) / Issues sometimes with Smart Service and iFleet sharing info (even after synced)

It's easy to use. It's also incredibly easy to customize it to fit our needs. Customer service is excellent.

Addition of extra modules/options can get a little pricey. iFleet devices/handsets add up fast too.

easy to use, easy to read font.

?

I like how easy it is. I love how we are able to personalize it according to our company. I love how it comes with the ifleet system so that we can keep track of our technicians that are out in the field.

It was little hard to personalize it the way that we wanted, but customer service helped us step by step to get it how we wanted. I wouldn't say there are many other cons to it.

Quick books integration, offline functionality, two way syncing of notes and charge items and last but not least amazing customer service!

Upfront cost but it is worth it.

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.