Smart Service Übersicht
Was ist Smart Service?
Smart Service ist eine Termin- und Aufgabenmanagement-Software mit QuickBooks-Integration, die das Management von Workflows im Büro und unterwegs ermöglicht
Smart Service Übersicht
Kosten
Preisoptionen
Smart Service Funktionen
Screenshots
Smart Service Bewertungen
Smart Service Bewertungen
Smart Service has been a God send to my company. We are now also "almost" paper free.
Efficiency - Efficiency - efficiency.
And did I mention efficiency???
Smart Service
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.
Smart Service for HVAC-R Application
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.
Outstanding Software with Outstanding Customer Support
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.
Vergleiche die Gesamtbewertung mit Alternativen
Mit Alternativen vergleichen
Smart Service has been a God send to my company. We are now also "almost" paper free.
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.
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.
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.
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.
Smart Service for HVAC-R Application
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.
Outstanding Software with Outstanding Customer Support
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.
Vergleiche Nutzerempfehlungen mit Alternativen
Mit Alternativen vergleichen
Smart Service Preis
Smart Service Preis
Vergleiche das Preis-Leistungs-Verhältnis mit Alternativen
Mit Alternativen vergleichen
Smart Service Funktionen
Smart Service Funktionen
Vergleiche Funktionen mit Alternativen
Mit Alternativen vergleichen
Kategorien
Kategorien
Videos und Anleitungen
Videos und Anleitungen
Zusätzliche Informationen für Smart Service
Zusätzliche Informationen für Smart Service
Schlüssel-Features von Smart Service
- Anpassbare Schnittstelle
- Anpassbare Schnittstelle
- Aufgabenplanung
- Ausführung
- Ausrüstung- & Fahrzeugortung
- Benutzerdefinierte Formulare
- Benutzerdefinierte ausfüllbare PDF-Formulare
- Bestandsführung
- Bestellungen
- Datenkonvertierung
- Echtzeit-Updates
- Einstellungen
- Feld-Schätzungen
- Hosting
- Integration in QuickBooks
- Job-Planung
- Kunden-Feedback-Sammlung
- Kundendatenbank
- Kundenhistorie
- Schnittstelle ziehen und loslassen
- Service-Routen
- Service-Vereinbarungen
- Serviceplanung
- Setup-Hilfe
- Sofortige Jobausführung
- Training
- Unterschriften-Erfassung
- Video-Anleitungen
- Website-Lead-Erfassung
- Wiederkehrende Arbeitsplanung
Smart Service Häufig gestellte Fragen
Smart Service Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Smart Service.
F. Welche Preispläne bietet Smart Service an?
Smart Service bietet folgende Kostenpläne an:
Beginnt ab: 1.599,99 $
Preismodell: Einmalige Lizenz
Gratis Testen: Verfügbar
F. Was sind die Hauptfunktionen von Smart Service?
Smart Service bietet die folgenden Funktionen:
- Benutzerdefinierte ausfüllbare PDF-Formulare
- Benutzerdefinierte Formulare
- Kundendatenbank
- Kunden-Feedback-Sammlung
- Kundenhistorie
- Anpassbare Schnittstelle
- Anpassbare Schnittstelle
- Datenkonvertierung
- Ausführung
- Schnittstelle ziehen und loslassen
- Ausrüstung- & Fahrzeugortung
- Feld-Schätzungen
- Hosting
- Sofortige Jobausführung
- Bestandsführung
- Job-Planung
- Einstellungen
- Bestellungen
- Integration in QuickBooks
- Echtzeit-Updates
- Wiederkehrende Arbeitsplanung
- Service-Vereinbarungen
- Service-Routen
- Serviceplanung
- Setup-Hilfe
- Unterschriften-Erfassung
- Aufgabenplanung
- Training
- Video-Anleitungen
- Website-Lead-Erfassung
F. Wer sind die typischen Nutzer von Smart Service?
Smart Service hat die folgenden typischen Kunden:
Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen
F: Welche Sprachen werden von Smart Service unterstützt?
Smart Service unterstützt die folgenden Sprachen:
Englisch
F. Welche Preispläne bietet Smart Service an?
Smart Service hat folgende Preismodelle:
Einmalige Lizenz
F. Unterstützt Smart Service mobile Geräte?
Smart Service unterstützt die folgenden Geräte:
Android, iPhone, iPad
F. Mit welchen anderen Applikationen integriert Smart Service?
Smart Service kann in folgende Anwendungen integriert werden:
Dropbox, Google Calendar, QuickBooks, QuickBooks Online
F. Welche Varianten der Kundenbetreuung bietet Smart Service an?
Smart Service bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen
Efficiency - Efficiency - efficiency.
And did I mention efficiency???