# Smart Service Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Smart Service the right Service Dispatch solution for you? Explore 269 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/149343/Smart-Service/reviews

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Smart Service

4.3 (269)

[View alternatives](https://www.capterra.com/p/149343/Smart-Service/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Smart Service

Ease of use

4.2

Customer Service

4.4

## Pros and Cons in Reviews

CH

Corinna H

MDMarketing and Advertising, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“as a local manager it really helped working with the decentralized office planning staff that could plan and take care of interventions while I was in the loop“

June 12, 2024

AB

Amy B

Financial OfficerElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: 1-2 years.

“Less than ideal, glitchy, money hungry, lacking accountability.“

March 6, 2026

CH

Corinna H

MDMarketing and Advertising, 501 - 1,000 employeesUsed the software for: Less than 6 months.

“Mobile version: easy to use and very handy to have“

June 12, 2024

AB

Amy B

Financial OfficerElectrical/Electronic Manufacturing, 11 - 50 employeesUsed the software for: 1-2 years.

“Wouldn't recommend for any trade company over 10 employees.“

March 6, 2026

DN

Debbie N

ManagerHealth, Wellness and Fitness, Self-employedUsed the software for: Less than 6 months.

“Improves the accuracy of billing by accurately tracking the time spent on each job.“

January 31, 2023

EA

Eron A

ceoConstruction, Self-employedUsed the software for: More than 2 years.

“As you may expect there's a bit of a learning curve and multi-day jobs don't work well.“

April 30, 2024

DN

Debbie N

ManagerHealth, Wellness and Fitness, Self-employedUsed the software for: Less than 6 months.

“BenefitsStreamlines processes and increases efficiency.“

January 31, 2023

LG

Lori G

ReceptionistConsumer Services, 2 - 10 employeesUsed the software for: More than 2 years.

“Sometimes it can be slower then usual to find a Customer.“

April 26, 2024

## Showing most helpful reviews

Showing 1-25 of 269 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Yanina L.  
Analista de control y gestion en  
  
Used the software for: 6-12 months

### "Is a field service management software "

May 24, 2018

5.0

Pros

It's a great success I like it because it makes recurring jobs easy to set up and keep up without much ado

Cons

The cost to be paid to access other options or modules can be taken as a disadvantage. however, until now I am pleased

Review Source

VR

Verified Reviewer  
Account Manager  
Construction  
Used the software for: 1-2 years

### "Smart Service"

December 12, 2019

4.0

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.

Pros

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.

Cons

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.

Review Source

DH

Deb H.  
Administrator  
Consumer Services  
Used the software for: 1-2 years

### "Scheduling Guru"

September 21, 2016

3.0

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.

Review Source

VR

Verified Reviewer  
Project/Service Manager  
  
Used the software for: 1-2 years

### "takes time to get used to but very functional"

March 12, 2018

4.0

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.

Review Source

VR

Verified Reviewer  
Technical Support  
Security and Investigations  
Used the software for: 6-12 months

### "Workforce management made that easy!"

April 5, 2019

5.0

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.

Review Source

Chris W.  
Office Manager  
Construction  
Used the software for: 1-2 years

### "This is a great program and easy to use"

June 7, 2018

5.0

Not having to hand enter every invoice. Now the techs can do it and then I just post and print. So simle.

Pros

This program reads out QuickBooks, which made it easy to transition Customer service is amazing, they have always been able to walk me thru whatever problem I have

Cons

Not all of our forms can be prefilled. Technicians cannot change the dates of service. There is not much bad to say about this program it works like it supposed to.

Review Source

VR

Verified Reviewer  
President  
Consumer Goods  
Used the software for: 2+ years

### "Smart Service"

April 2, 2019

5.0

Pros

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.

Cons

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.

Review Source

Adam M.  
VP Business Development  
  
Used the software for:

### "Smart Service Review"

April 26, 2013

3.0

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.

Review Source

Tessa B.  
Assistant Office Manager  
  
Used the software for: 2+ years

### "Great Resource"

October 25, 2016

5.0

This is a great resource to use, it attaches pictures for the customers to see and it corresponds with QB's!

Pros

The format that it prints for the customer to read with ease

Cons

glitchy

Review Source

VR

Verified Reviewer  
Team leader  
Telecommunications  
Used the software for: 2+ years

### "Simple and easy to use excellent service and great customer support."

July 24, 2018

5.0

Great Customer Support

Pros

This software has made the day to day struggles a breeze and customer handling easy, cannot remember a time not using this system

Cons

The day to day use of this service is great however if there was one thing I could change it would be the location of the calendar very bulky.

Review Source

LA

Larry A.  
President/CFO  
Security and Investigations  
Used the software for: Less than 6 months

### "Beware before you buy."

December 27, 2017

3.0

None. We returned it for a smaller refund.

Pros

Great Dashboard for dispatcher. It allows the dispatcher to customize how they operate and make great decisions. Wish there was a place to park unassigned calls. Nice interface with Quickbooks. Good overall features. Really wanted this product to work for us.

Cons

Serious security flaws that let your techs email your hard earned customer information to their personal email or worse yet your competitor with no tracking. Was told during sales demo this could be turned off with a "radio button". It was our number one reason for buying and explained up front. After purchase and during training we demanded to see how this was to be done and our trainer was honest and said the salesman was wrong and halted the training. They refused to change the mobile app to disable this. Gave them a few days they asked to address this and they could not demonstrate after several tries how this was to be done. The only viable suggestion was to lock down all the smart phones with a 3rd party mobile management software which would prevent our techs from receiving and sending troubleshooting documentation. We demanded a refund which was prompt but not the full amount despite the deception. The upper management will not return calls but instead sent me an emailed legal threat if I dared to review the product online. They actually used the word "Disparage" which is supposed to have a dishonest component to it. Everything here is honest. They plan to sue for liquidated damages for each negative review. Good product, dishonest salespeople and an upper management that doesn't care to try and win a customer or apologize for their salespeople's misplaced exuberance.

Review Source

KB

Ken B.  
CEO  
Consumer Services  
Used the software for: 2+ years

### "Best business software"

September 21, 2016

5.0

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.

Review Source

JA

Jennifer A.  
Office Manager  
Construction  
Used the software for: 2+ years

### "WRP feed back "

September 28, 2016

4.0

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

Review Source

KM

Kristi M.  
Manager  
  
Used the software for:

### "Smart Service Review"

April 9, 2013

5.0

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.

Review Source

MA

Mar A.  
Operations  
Machinery  
Used the software for: 2+ years

### "Smart Service "

March 25, 2020

5.0

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.

Alternatives considered

[ServiceMax](https://www.capterra.com/p/107954/ServiceMax/)

Reason for choosing Smart Service

it had more of what we were looking for

Switched from

[Intuit Field Service Management](https://www.capterra.com/p/186363/Intuit-Field-Service-Management-ES/)

Reporting

Review Source

CG

Courtney G.  
Office Manager  
Recreational Facilities and Services  
Used the software for: 2+ years

### "Swim Clear says Smart Service is the Smart Choice "

October 19, 2016

5.0

Smart Service with iFleet has completely streamlined the way we do business. In the pool and spa industry it has given us an edge on customer service with it's ability to easily track and report detailed transactions, such as model and manufacturing numbers, serial numbers, time stamping, and water analysis results. There are customizable fields built in that allow us to tailor the program to our needs. If we cannot find what we want, their amazing customer support staff is always available to find a solution. Then they go one step further by taking the time to walk us through it step by step. My Service Depot keeps pace with technology and continually works to enhance and improve their products while always being open to suggestions. Thank you MSD Staff, you have been wonderful!

Pros

tracking (time stamps and history) and easy to view color coding, the reports feature

Cons

Integrated mapping and routing

Review Source

DG

Denis G.  
President  
Construction  
Used the software for: 2+ years

### "Best scheduling program"

March 25, 2020

5.0

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.

Review Source

ML

Michelle L.  
Customer Service lead & Office Manager  
Food & Beverages  
Used the software for: 2+ years

### "Good Service to have"

March 29, 2019

4.0

Makes my job easier.

Pros

It makes creating invoices easier and helps keep track of where your technicians need to go on the job and where they are.

Cons

Some jobs keep defaulting and i have to go in and re do work i just did. how to use some of the program is unfamiliar to me. It doesn't seem to back up what is done after you post a job. You then have vague information available. Maybe i just need to learn more about the program. :)

Review Source

CH

Corinna H.  
MD  
Marketing and Advertising  
Used the software for: Less than 6 months

### "Helpful tool especially for multi-location companies"

June 12, 2024

5.0

Pros

\- Mobile version: easy to use and very handy to have - as a local manager it really helped working with the decentralized office planning staff that could plan and take care of interventions while I was in the loop

Cons

French focus but international is growing

Review Source

JL

Jessica L.  
Service Operations Manager  
Construction  
Used the software for: 2+ years

### "Worked very well for dispatching HVAC/Plumbing/Electrical Service"

April 2, 2018

5.0

Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.

Pros

The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.

Cons

Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.

Review Source

CC

Chris C.  
Vice President | Office Manager  
  
Used the software for: 2+ years

### "The process to move one of our data base to another QB company went well. "

May 8, 2017

4.0

Pros

The service scheduling with ifleet for our technicians. It gives the tech an overview of his work for the day. The completion of their work the next morning is also a great and straightforward process into QB.

Cons

The only con was when going through the migration to another data base with several calls I talked to more than one tech. As all are versed in their knowledge of the product they do have different approaches. I would recommend when something like a migration takes place the same tech is available through the entire thing.

Review Source

bA

bobbi A.  
bookkeeper  
Construction  
Used the software for: 2+ years

### "Smart Service Review"

September 21, 2016

5.0

A big software change is always so challenging. But converting to Smart Service was pretty smooth. They work really hard to bring over all info into the program. Even when we recently took over another company and had to bring in their customer base, it went very smooth. The dispatch board is very good. And especially what we like is the reports that can be modified, and if you need a special report they will make it for you.

Pros

Reporting

Cons

The notes in the calls changed to being most recent first so the techs have to goto the bottom and read from there, instead of top down and adding to the bottom of the notes.

Review Source

BC

Bridgett C.  
Owner  
  
Used the software for: 2+ years

### "Mobile to office efficiency!!"

May 8, 2017

5.0

Pros

I love that I can see in real time what's going on in the field with my techs. I also like it ability to seamlessly sync with Quickbooks to avoid double entry.

Cons

Wish it had a feature to mass text clients to remind them of their service scheduled. It also runs slow and lags quite often.

Review Source

HV

Hannah V.  
Dispatcher  
Construction  
Used the software for: 2+ years

### "Easy to use."

June 17, 2016

5.0

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.

Pros

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.

Cons

Overall Smart Service is a great program my biggest complaint would have to be charging for add-on programs.

Review Source

TS

Todd S.  
Office Manager  
Consumer Services  
Used the software for: 2+ years

### "Smart Service in today's busy world"

September 21, 2016

5.0

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.

Review Source

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