Smart Service Reviews

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.
Has reduced our paper consumption by 80% in the first year.

Sometimes there is a long lapse between windows; generally it is several seconds but at time it can be 15 to 20 seconds.
Having to update the customer list almost everyday; it tedious and with over 10K clients can take a long time.

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.

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

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.

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.

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

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.

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.

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.

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.

We have been Smart service users for approximately 6 years now. Smart Services customer service is unsurpassed. When you call they help you. The ease of remote login by Smart Service in an awesome feature. They can see exactly what the issue is.

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.

We love that all our customers are able to have their extinguishers serviced every year on time due to Smart Service scheduling. Love the reporting tab so we can get a monthly spreadsheet of what we have due each month.

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!

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

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.

I like that it covers all aspects of our business. Ifleet is great.

A little resource heavy and slow at times.

Report function, scheduling capability, routing, reliability

difficult to make corrections on customer names. Having difficulty trying to email off of Smart Service.

Software syncs to QuickBooks automatically. Calendar view is easy to use. Calendar sync to Outlook and email notifications would be a nice feature.

Software freezes,' not responding' on occasion. It would be nice if entry and reports were more end-user customizable.

Smart Service is a very user friendly and easy to teach to new employees. Ifleet is a real plus for the technicians.

I am unable to delete employees out of Smart Service after termination. The inability to cut and paste equipment out of Smart Service.

easy to search for clients and i like how you can leave notes in each clients file that shows up when you print the schedules

Scheduling is wonderful Makes the service calls easier

Syncing on occasion takes a while to come through

The ability to work with quickbooks

Some times it takes long to load different windows

Ease of use

That it connects to QuickBooks.

I wish it had a little more features.

Functions to schedule jobs is probably the only thing that I use this product for so I don't have many questions or problems, but when you do, its a problem

lack of customer service help on issues that are with the function of the product. I am able to function in the system as much as i need to, but when the system isn't doing what its supposed to then there is nothing I can do about it other than pay for them to fix a problem that should not exist

Their support and dedication to making sure that a client is set up properly and has the right training to use this to the best advantage of their business goes far beyond what I've seen with many other software companies.

I need more training in the actual product, but I haven't run into any issues where the software isn't doing something I was told it would, which has happened often with other products.

It fits well with our industry. ( Locksmith )

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