Smart Service Erfahrungen

Smart Service Makes Service Dispatch Easy

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

Vorteile:

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

Nachteile:

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

Love the integration with QuickBooks

Kommentare: The transition from the old dispatch program was ok but not great but I don't feel that was Smart Service's issue as much as it was a planning issue within our company. A detailed migration plan should have been written out and discussed in advance so that everything could be addressed. I suggest Smart Service take that lead as many companies just don't understand the devil in the details until it is too late.

Vorteile:

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.

Nachteile:

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.....

Good in theory, but impractical in implementation

Vorteile:

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.

Nachteile:

The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application.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.

WRP feed back

Kommentare: We do enjoys the layout the seamless communication to be able to share from office to field tech. The information does not always sync up.. Causing issues slowing things down in the field. However there are some great features. Would like to be notified when updates are available done. Maybe via email that would be great. Would also be great if a update video to share the following new update features are now available. As is i called in other day with issue found I was five versions behind that there had been so many updates done that I was missing out on when you think I should have been made aware of this via email. Been dealing with so many glitches and set backs that could have been avoid. Disappoints now updated there are way more things to see I'm not even sure how that all work yet can you email me a break down of the newer features and how to... I also think that the fees to add an additional work stations seems high.... Thank you WRP Office

Vorteile:

The layout and client fields and custom features

Nachteile:

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

As with anything there are pros and cons, but the pros out weigh the cons by far.

Kommentare: That it links to QuickBooks is a big plus.

Vorteile:

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.

Nachteile:

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.

Smart Service Review by Wood Dale, IL User

Kommentare: Our chimney sweep and repair business has been using this software for almost 10 years and it has helped us tremendously to track so many jobs, customers, estimates and prospects. I have not seen any other software on the market with as many bells and whistles as Smart Service. It seems they've just about thought of every possible use and need in mind as they continue to take feedback and utilize in regular development updates.

Vorteile:

What I like most about this software are the easy to understand interface screens and help available to make entry and maintenance a breeze.

Nachteile:

I'm still learning the software, but so far I have not been able to see a way to change mass records with an import feature.

Chief Executive Officer

Kommentare: Very good. The only problem I had was when I migrated to a new server. This did not go well.

Vorteile:

QuickBooks integration, ability to export CSV files. MS Outlook user interfact.

Nachteile:

Limit ability to make mass changes to the data.

Workforce management made that easy!

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

Vorteile:

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.

Nachteile:

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

I really like Smart Service

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Vorteile:

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.

Nachteile:

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

Smart Service

Vorteile:

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

Nachteile:

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.

Best business software

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Moving company with smart service

Kommentare: 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!

Vorteile:

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

Nachteile:

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.

Smart Service Review

Kommentare: Amazing technology that provides our customers with professional and efficient service. Detailed notes, fast invoicing, awesome correspondence records between the customer and our company and ability to email and text through the software encourages success and keeps our company fresh and current. So glad we switched to Smart Service!!!

Vorteile:

Love how easily Smart Service and Quick Books integrate. It has cut our billing time by hours.Thrilled to be able to include our service notes from SS on our QB invoices. SS is quick to resolve any issues and are constantly improving on the software to make things more detailed and efficient. iFleet is amazing! I love that I can see where our technicians are to track their routes. Customer support is excellent and if your concerns always addressed. Tracking inventory is a breeze. Vehicle maintenance can be tracked by the office so that we don't have to rely on technicians for oil changes and other maintenance issues. Software is fully customizable so we can enter our services and descriptions exactly as we want them to appear. . Being able to email the customer his service order at time of service with his signature on it. Recording history of past services so that the technicians can review what notes and materials were recorded at each prior service.

Nachteile:

A lot of data entry is required to get the software like you want it. It takes dedicated man power but is well worth it once it is entered in. Some software glitches can disrupt things for a bit but what software doesn't have these? Making sure that Smart Service, Quickbooks and iFleet are reflecting the same information for the technicians using the devices so you need to familiarize yourself with where the information is pulling from.

Scheduling with Ease

Kommentare: I have used Smart Service for 4 years now and it is a terrific software. It is very user friendly and easily navigated. We service 3 states - California / Arizona / Nevada - and our technicians have handsets that are in the field. Their feedback is that they like the software and ease of I-pad use when sending the documentation. The only downside is that I do not have enough time to navigate and learn and use all of its functionality. I am not using SmartService to its fullest capacity -- every day I learn a new function that I didn't realize existed. SmartService can fit all of your scheduling needs as it can be set up and programmed to suit your company's particular needs.

Vorteile:

User Friendly; broad functionality in scheduling for tri-State area

Nachteile:

Cannot to job times in timeframe needed-- our technicians work at night -- we can't show job times past 11:55pm

Old backend and buggy

Kommentare: Tech support was good but the software is old and outdated

Vorteile:

Tech support was good only because we paid for the service and they always had an answer or workaround There are no other redeeming qualities about this software and we gave it a very fair shot

Nachteile:

The software uses Microsoft Access and requires constant massaging to make it work properly. It is absolute non-stop crashes, server reboots etc. The technicians tables never synced properly and there was constantly missing data. Imports and exports to and from QB was a constant headache with missing pricing and information. It was a significant amount of energy to deploy and we worked with it from September 2020 to May 2021 when we moved to another platform that has worked extremely well-utilizing the cloud.

Tailored perfectly for a service business.

Kommentare: 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.

Vorteile:

Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling

Nachteile:

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

The team at Smart Service were very helpful in getting the issue discussed and resolved

Vorteile:

The scheduling feature is user friendly providing detailed technician information as well as a color legend categories. The ease of moving jobs from technician to another is a huge advantage without re-entering information.

Nachteile:

There isn't a maps feature that works that is similar to Google Maps Not able to have templates for our service technicians that is easy to set up or maintain without an additional expense having it built without a guarantee that it will work properly

Great scheduling software

Kommentare: 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.

Vorteile:

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

Nachteile:

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

Smart service has helped me to keep track of every aspect of each individual customer and jobs.

Vorteile:

I like that the software is user friendly and can be saved, changed and added to at any point of the job process. Keeping track of hours and job items has never been so easy. I can manage ifleet and scheduling simultaneously as well as customer follow ups and invoicing without delay.

Nachteile:

What I like least about the software is the many triggers that inhibit me of recording certain vital job status changes, or general information or notes while the job is ongoing. Sometimes that shared information needs changed or updated during the job, the triggers resend unnecessary jobs back to ifleet. But even with these triggers, I am still very pleased with the software. I would like to know more, as I am always learning new features as the need for them arises.

Smart Service in today's busy world

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

So easy and extremely useful!

Kommentare: All the of the necessary information is printed out on the daily workorders as needed. Again, this program is very easy to use as well as teach to new employees.

Vorteile:

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.

Nachteile:

We really don't have much of anything to complain about. sometimes there are glitches but nothing major.

Works Great

Kommentare: This is a great program, they could fix a few things, but other than that I have been satisfied.

Vorteile:

Scheduling is easy and organized.

Nachteile:

They don't tell you when it has been updated and their mapping system does not allow you to "optimize" more than 100 jobs at a time. My techs tell when their system is acting up and then I have to contact them to find out why and usually it is due to an update.

always great customer service

Vorteile:

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

Nachteile:

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.

Smart Service is AWESOME!

Kommentare: 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.

Vorteile:

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

Nachteile:

None