All Smart Service Reviews

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User Profile

Catherine

Verified reviewer

Business Supplies and Equipment, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2022

Smart Service Makes Service Dispatch Easy

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

PROS

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

CONS

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

Reasons for switching to Smart Service

Fire line was so slow

Audra

Construction, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2016

Love the integration with QuickBooks

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.

PROS

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.

CONS

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.....

Deb

Consumer Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed September 2016

Scheduling Guru

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.

PROS

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.

CONS

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.

Sholom

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Smart Service

Excellent. I C would definitely recommend

PROS

The ease of setup and learning curve were rather straightforward and intuitive. The tech support is excellent as well

CONS

I prefer to speak with a real person as opposed to a phone tree

Jennifer

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed September 2016

WRP feed back

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

PROS

The layout and client fields and custom features

CONS

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

Anonymous

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed March 2018

takes time to get used to but very functional

Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)

PROS

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.

CONS

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.

Anonymous

51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

Workforce management made that easy!

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

PROS

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.

CONS

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

User Profile

Kendall

Verified reviewer

Consumer Services

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2017

I really like Smart Service

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.

PROS

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.

CONS

The software has a learning curve due to the massive functionality that is built in. It took a bit to figure it all out.

User Profile

Samuel

Verified reviewer

Business Supplies and Equipment, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2019

Great Product & Service

PROS

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.

CONS

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

Adam

Used free trial

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

CUSTOMER SUPPORT

3

Reviewed April 2013

Smart Service Review

We have been using Smart Service now for about 5 years. We use the program to keep track of our customers and their jobs. The reason we chose this program was that it had the capability of putting jobs on a reoccurring schedule, which is what we need in the liquid waste industry. We also wanted a program that had a good dispatching feature. Over all we would rate the performance of Smart Service for our specific industry at 7 out of 10. The program is made more for the portable toilet and trash industry as opposed to the grease trap and septic business. As far as the performance of the program it has significantly improve. Before they made the switch to the SQL database its performance was horrible. We constantly had issues and errors that kept us from preforming efficiently. Now that the system is on the SQL database it runs much smoother and corresponds with quickbooks much better, there are still the frequent error messages but most of them can be dissolved by signing off and back

PROS

Scheduling feature, making estimates, SQL database, reports can be very helpful if you know how to get the data you want.

CONS

Error messages, non 24/7 support, Cancelling a job does not delete the future schedule dates - you have to manually delete them, reports can be very tricky and hard to figure out.

Mar

Machinery, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Smart Service

PROS

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

CONS

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.

Reason for choosing Smart Service

it had more of what we were looking for

Reasons for switching to Smart Service

Reporting

Ken

Consumer Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

Best business software

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.

PROS

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.

CONS

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.

Brian

11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed September 2016

Moving company with smart service

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!

PROS

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

CONS

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.

Kristi

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed April 2013

Smart Service Review

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!!!

PROS

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.

CONS

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.

Kathy

Restaurants, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2017

Scheduling with Ease

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.

PROS

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

CONS

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

Connor

Consumer Electronics, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

4

FUNCTIONALITY

1

Reviewed July 2021

Old backend and buggy

Tech support was good but the software is old and outdated

PROS

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

CONS

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.

Reason for choosing Smart Service

It had the best integration option for QB desktop while the others were QB Online

Brenda

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2016

Tailored perfectly for a service business.

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.

PROS

Customizable reports, works with QuickBooks, Marketing Tracking, Scheduling

CONS

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

Wade

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed January 2017

Get Smart!

Smart service has revolutionized our business. From having your techs schedules at their fingertips to specific reports, Smart Service will make you smile.

PROS

It helps ease the burden of communicating jobs and details with our technicians and helps build our value to our clients with an out of the ordinary service and job quoting/invoicing experience. Very professional.

CONS

Sometimes the updates make it do weird things and it would take a good long tutorial or two to really get used to the functionality. All in all I have nothing bad to say about it.

Denis

Construction, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

Best scheduling program

Just makes scheduling so much easier.

PROS

Having used a few other programs, Smart Service syncs seamlessly with Quick Books. We also run alot of services, we can have 40 stops with 5 trucks, I fleet takes the place of all the paper work orders and makes managing information a breeze.

CONS

syncing the pictures with drop box, there should be a link to keep them in the smart service or I fleet enviorment.

Reason for choosing Smart Service

quick books syncronization.

Reasons for switching to Smart Service

customer support was horrible.

Carly

Mechanical or Industrial Engineering, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed July 2020

Do not purchase this software!

Money grabbers!

PROS

This software had the functions that I wanted.

CONS

If you need technical assistance after the second or third year, you have to pay for each year previous to be able to even ask a question! I needed a question answered after the third year and they are trying to charge me over $1600 before even knowing what my question is! I have spoken to several other scheduling software companies and they are appalled by this tactic!

Paul

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed June 2017

They are really great people to work with - that makes the difference for me.

PROS

Great support. Willing to work through any problem. Pricing is excellent. Support is always right there. Software is very intuitive. Piggy back's with our accounting software and technicians in the field extremely well.

CONS

There have been some speed issues that we are fighting to get through. They have been very easy to work with in trying to solve the problem. They have made every effort. However the issue still has not been buttoned down.

Todd

Consumer Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

Smart Service in today's busy world

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.

PROS

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.

CONS

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

Emily

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

We use Smart Service for all our scheduling. Everything kicks out on time!

PROS

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.

CONS

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!

jena

2-10 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2016

I love this system

After years of researching dispatching systems. I finally decided to go with Smart Service and so glad I did. Very easy to use. Love the Tech Support system. They are very knowledgeable and friendly. There is always a learning curve with a new system. But they were always willing to help me with my issues. Once I learned the system, I am so glad I choose Smart Service! The only thing we have problems with is the 8:30 open time. Our techs get on the road at 8:00 and when the server is down and the I pads can't sync for whatever reason. The guys can't get there jobs on tablet and get their day started.

PROS

Easy to use

CONS

Micro soft access crashes a lot.

Natalie

Construction

Used more than 2 years

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2015

Easy and Accurate Dispatching with Smart Service

PROS

We use Smart Service to dispatch our team of 14 Plumbers and Apprentice Plumbers. This would be a Herculean job without the Smart Service technology. With Smart Service, our two dispatchers are able to orchestrate our work orders to match up skills of plumber with customer needs and minimize drive time. If there is a technical problem, Smart Service is very responsive and helpful. The best part of Smart Service software is that it integrates with QuickBooks and I-Fleet Phones.

CONS

Our Plumbers do have a suggestion to improve Smart Service. When the Work order information shows on the Plumber's I-Fleet phone, he sees the main contact name and phone number plus an alternate phone number. It would be helpful if he also could see an alternate name.

Showing 1 - 25 of 265 Reviews