Smart Service

Smart Service

von My Service Depot

Wer verwendet 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.

Was ist 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

Gegründet 1992

Smart Service – Kostenübersicht

Smart Service bietet keine Gratisversion, aber eine kostenlose Testversion.

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Installiert - Windows

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Online

Smart Service Funktionen

Auftragsmanagement Software
Angebote / Schätzungen
Arbeitsauftragserstellung
Bestandskontrolle
Job-Management
Kundendatenbank
Routing
Terminplanung
Versandmanagement
Vertragsmanagement
Vorbeugende Wartung
Wiederkehrende Termine
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Für gewerbliche und/oder industrielle Elektroinstallateure
Kundenmanagement
Mobiler Zugriff
Terminplanung
Vertragsmanagement
Zeitverfolgung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Elektronische Unterschrift
Inventarverwaltung
Kontakt-Datenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Online-Zeiterfassung
Routing
Terminplanung
Versandmanagement
Vertragsmanagement
Zahlungseinzug im Außendienst
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Geräte-Management
Kundenmanagement
Mitarbeitermanagement
Mobiler Zugriff
Routing
Terminplanung
Versandmanagement
Vertragsmanagement
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Elektronische Unterschrift
Inventarverwaltung
Mobile Zahlungen
Versandmanagement
Zahlungsabwicklung
Zeitverfolgung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Auftragskostenrechnung
Dokumenten-Abbildung
Inventarverwaltung
Kundenmanagement
Leadmanagement
Terminplanung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Chemikalienmanagement
Kundenmanagement
Mobiler Zugriff
Routing
Terminplanung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Bestandskontrolle
Job-Management
Kundendatenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Routing
Techniker-Management
Terminplanung
Versandmanagement
Wartungsplanung
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Arbeitsauftragsverwaltung
Inventarverwaltung
Job-Management
Kundendatenbank
Kundendienst-Historie-Nachverfolgung
Mobile App
Routing
Techniker-Management
Terminplanung
Versandmanagement
Abrechnung & Rechnungsstellung
Angebote / Schätzungen
Flottenmanagement
Immobilien-Layout
Kundendienst-Historie
Mobiler Zugriff
Pestizidengebrauch-Nachverfolgung
Routing
Schädlings-Aktivitäten-Nachverfolgung
Terminplanung
Versandmanagement

Der Softwareanbieter hat diese Information nicht vervollständigt.

Abrechnung & Rechnungsstellung
Arbeitsauftragsverwaltung
Bestandskontrolle
Job-Management
Kundendatenbank
Kundendienst-Historie-Nachverfolgung
Mobiler Zugriff
Routing
Self-Service Portal
Techniker-Management
Vertragsmanagement

Smart Service – Nutzerbewertungen

Zeigt 5 von 255 Nutzerbewertungen

Gesamt
4,3/5
Benutzerfreundlichkeit
4,2/5
Kundenservice
4,5/5
Funktionen
4,2/5
Preis-Leistungs-Verhältnis
4,2/5
Albert d. F.
President
51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 21.12.2017

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

Kommentare: 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.

  • Quelle des Nutzers 
  • Bewertet am 21.12.2017
Annette K.
Installation Coordinator/Dispatcher
Bau, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 3.4.2020

"Smart Service for HVAC-R Application"

Kommentare: 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.

Vorteile: 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!

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 3.4.2020
Deb H.
Administrator
Verbraucherdienste, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    3/5
  • Eigenschaften & Funktionalitäten
    2/5
  • Kundenbetreuung
    3/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    2/10
  • Quelle des Nutzers 
  • Bewertet am 21.9.2016

"Scheduling Guru"

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.

  • Quelle des Nutzers 
  • Bewertet am 21.9.2016
Mar A.
Operations
Maschinerie, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 25.3.2020

"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.

  • Quelle des Nutzers 
  • Bewertet am 25.3.2020
Lorianne E.
Owner
Umweltdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 20.3.2020

"Outstanding Software with Outstanding Customer Support"

Kommentare: 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.

Vorteile: 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.

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

  • Quelle des Nutzers 
  • Bewertet am 20.3.2020