Bewertet am 21.12.2017
Smart Service has been a God send to my company. We are now also "almost" paper free.
Albert d. F.
Efficiency - Efficiency - efficiency.
And did I mention efficiency???
Vorteile: 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.
Nachteile: Not being able to track individual extinguishers by date and have them update to when service is needed.
Bewertet am 12.12.2019
Kommentare: It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.
Vorteile: It is fairly user friendly. I do like the posting and dispatch screens. Easy to read, easy to post. The ease of changing information is good and bad. From an accounting perspective, it is a bit soft on that aspect.
Nachteile: It took me longer to get the hang of this software than most softwares I have used. The reporting is not the best. Reporting is difficult to get what we want. It either has too much information or too little. I would like to see the ease of changing accouting information alot harder. It is too easy for the field techs to change.
Bewertet am 2.4.2019
Vorteile: 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.
Nachteile: 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.
Bewertet am 21.9.2016
Kommentare: 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.
Vorteile: 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.
Nachteile: 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.
Bewertet am 2.4.2019
Long time user
Kommentare: Customer service used to be fast, now Yui have to wait 2-3 hours for a return call. Liked it a lot when I first started, now, not so much, but I’m too invested to switch now.
Vorteile: I like that it’s mobile friendly and integrates well with QuickBooks.
Seems to have a lot of glitches in the ifleet portion of the software. Customer service doesn’t seem to have answers to why it’s not working well all the time.
Main platform freezes often.
Bewertet am 5.4.2019
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.
Bewertet am 25.4.2018
Great field mgmt software for Quickbooks users
Josh bernthold, S.
Vorteile: The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.
Nachteile: There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.
Bewertet am 20.12.2017
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.
Bewertet am 19.7.2019
Vorteile: Once you get the hang of it, it's pretty intuitive and easy to use.
Nachteile: We get a ton of error messages, force closes, etc. daily. The start-up process can be a bit slow as well, and customer management features are limited.
Bewertet am 11.12.2019
Kommentare: We use it for scheduling field techs for service calls. Great features, but the designers need to work on the reliability of the program.
Vorteile: 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.
Nachteile: This software is glitchy on a regular basis. It is unreliable and has difficulty connecting with QBD on a daily basis, at times.
Bewertet am 20.1.2017
Great Product & Great Support
Kommentare: I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. Whenever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.
Vorteile: I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.
Nachteile: I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.
Bewertet am 21.9.2016
ACI Smart Service Review 09-21-2016
Kommentare: We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.
Vorteile: 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.
Bewertet am 2.9.2016
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.....
Bewertet am 27.3.2018
Smart Service is the program we use on an hourly basis to keep our service business going.
Kommentare: Everything is organized for me, makes taking, tracking calls a breeze!
Vorteile: 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!
Nachteile: 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.
Bewertet am 21.9.2016
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.
Bewertet am 28.9.2016
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
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
Bewertet am 15.5.2017
Great program, excellent customer service
Kommentare: Linking it to our accounting program allows us to not have to log in customer information twice. Our old program we had to create a customer in the pest control program and then use that information to create them again in our accounting program. I like that we can post the work order and it automatically shows up in our QuickBooks.
Vorteile: 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.
Nachteile: 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.
Bewertet am 23.9.2016
Easy and Efficient
Kommentare: I have used Smart Service for the last 9 years. The customer support is excellent. They are very knowledgeable and are quick to get back to you if they are not available right away. The updates that you receive are good about fixing any program issues that may arise and they are always adding new things to help the program stay current with the times. I have even asked for certain aspects to be included in the past and they worked to make that happen for me. It's a great program and a great company. I highly recommend Smart Service.
Vorteile: the scheduler, the ability to post multiple invoices at a time, the ease of adding a new customer
Nachteile: if I have to change the price on a regular customer service for one service that is the price that remains for the next months service. A previous program we used would automatically reset the price back to it's basic price for the following month when it was a recurring customer.
Bewertet am 12.5.2017
Been a long time user and on my second version. Great program for small to mid-size businesses.
Kommentare: Very easy to learn, and provides all the functions I need running a mid-sized Plumbing Service Company, and is very easy to teach as the staff grows.
Vorteile: It's a great value and does so much of what other more expensive and complicated softwares do plus even more in some cases. Service System is so user friendly and very easy to learn as well as teach to new employees as the company grows. We highly recommend it to anyone who asks.
Nachteile: The support at My Service Depot for SmartService is great. The biggest complication and downfall, which is a big one, is that you can never get support except during standard working business hours Monday through Friday during the day. Being a small company, you can't afford to spend the time down and on the phone with tech support and failing to answer your phones for paying customers looking for service when you are in the trades like plumbing.
Bewertet am 17.6.2016
Easy to use.
Kommentare: GSI has been using Smart Service since 2011. Within the last four years we have started to maximize the different options within the program. Smart Service is so easy to use and the customer service team is very knowledgeable.
Vorteile: 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.
Nachteile: Overall Smart Service is a great program my biggest complaint would have to be charging for add-on programs.
Bewertet am 19.10.2016
Great dispatching program for smaller service company's.
Kommentare: We purchased the software over a year ago. The product only functions with Quick Books. As we grew the software presented some challenges for us. If you have multiple locations and Jobs under one customer the software slows way down when working/scheduling anything to do with that larger customer. We experienced a lot of errors when adding new jobs/or locations. The help desk worked hard to fix the issues, and for the most part they did. It still very slow when working in our largest customer. For dispatching is it great - the I fleet portion is user friendly for the guys in the field. The finished forms are not great I would like the option to create your own without an extra charge or edit the ones they have. Yes we are happy with the product, but there are some glitches that need to be addressed. 1. Notifying customers when updates are available - via email with needed password. 2. Forms - ability to edit them. 3. size restricting issues. 4. use without QuickBooks for scheduling.
Vorteile: The integration with QuickBooks - Eliminates double entry.
Nachteile: 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
Bewertet am 9.4.2013
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!!!
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.
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.
Bewertet am 12.3.2018
takes time to get used to but very functional
Kommentare: Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)
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.
Bewertet am 19.1.2017
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
Bewertet am 5.8.2016
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.