Who Uses This Software?

SMB's and semi- Enterprise companies. Companies on pen and paper and old hacky solutions to book and dispatch calls. Currently working with many HVAC, Plumbing, Electrical & Home Improvements guys.


Average Ratings

17 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • SmartServ
  • www.smartserv.io
  • Founded 2017
  • United States

About SmartServ

We believe that any service company deserves the best when it comes to delighting customers. Scheduling and booking jobs with SmartServ couldnt be any easier. Simply drag, drop, and stay on top of every call. In fact, service companies grow their revenue by 20%, on average, in their first 6 months on SmartServ.


SmartServ Features

  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Inventory Control
  • Job Management
  • Job Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History Tracking
  • Technician Management
  • Work Order Management

SmartServ Reviews Recently Reviewed!


Smart and Easy

Mar 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: No more tracking paper invoices.

No more huge labor hours processing work to get in our accounting software.

No more techs having missing information.

No more call takers fumbling with a system just to get a customer on the schedule.

No more illegible handwriting.

SmartServ has made our company step up the professional way we can now serve and present to our customers. Since it is cloud based we can see real time invoicing and job note updates. Its easier to track everything and significantly reduced the office man hours spent dealing with a manual process for call taking, invoice processing, and finding history on our customers.

Our techs can also better serve our customers. With unlimited space to make a detailed invoice, add pictures, and the ability to review a customer's past history at their fingertips.

This product has had a real positive impact on our business and doesn't cost an arm and a leg to make it happen.

Cons: Better indicators for visual ques of job progress and continue improvements on scheduler.

Overall: The staff is friendly and super responsive. I have had zero issues with communicating our needs and getting a timely response.

SmartServ Conversion

Mar 19, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SmartServ is very user friendly. I like that you can search by customer name, address, and ticket numbers.

Cons: The layout of the invoices is probably what we like least. We're working with SmartServ support to revise the layout to better serve our customers. We'd also like to know as soon as we pull up a customer whether it be on the web version or the iPads, if a customer is a Service Agreement Customer. It shows an ! and then you can hover over that for the information, however, if they were a different color when we pulled them up, it would be known instantly that they were on the silver plan, gold plan, etc. This would help with making sure the technicians billed the customer properly and that the customers received the correct discount!

Overall: The conversion process was a challenge due to our old system didn't convert a lot of the information into SmartServ due to the platform it is built on. We had some challenges with the syncing of SmartServ and QuickBooks, and have those all worked out! SmartServ support has been awesome - The support staff is GREAT. She responds quickly to our questions or concerns!

We have a few glitches, but the customer service does a great job of addressing these issues.

Mar 28, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is user friendly, has the features that we need, and if not they help us to create the ones that we don't have.

Cons: There can be glitches, but they have good communication about these. They have had to update and work on these multiple times. I think it has been a work in progress. It has worked well for us.

Overall: It is how we schedule our techs in the field. It is how we keep track of customer info and history. How we communicate job details with our techs. It has freed up time for the office staff.

Great onboarding process!

Mar 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The software is user-friendly and has most of the functions I was looking for. My team really likes the checklist/forms ability because it eliminates paperwork, which is a real time saver!

Cons: I wish there was an ability for the technicians to be able to do some back office stuff from the ipad and visa versa. Sometimes our roles cross over.

Overall: The initial salesman was very patient with me and did several phone calls, emails, and demo's over many months to accommodate my schedule and concerns. The on-boarding team has been amazing. They have spent many hours moving our customer and quickbooks info from our old software and assured that we have all of the proper data transferred into Smartserv. They have answered every question and concern immediately and usually had the kinks fixed same or following day. They have also been very patient in helping my team understand how to use the software in our day to day business. We have been able to really customize the software to meet the needs of our unique work flow. We are very impressed with their knowledgeable staff and their quick responses to all of our needs!

Good all in one service company software with excellent customer support.

Mar 23, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: The software is completely customizable. If a feature is not working well for us, the SmartServ support team will write a fix for it or in the very least will offer a work-around. And, if we need a feature added to the software, SmartServ will create one especially for us!

Cons: SmartServ integration with QuickBooks has a lot of quirks and doesn't sync properly most of the time which requires admin time to correct.

2 months in and so far so good

Mar 18, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: #1 pro has to be the customer service. I have emailed with issues and had a call back in less then 5 minutes a couple different times. That is priceless.

Working with them has been easy and the communication is great. In fact I just sent an email to my contact and had a response in the last 5 minutes. It's 8pm!!

Cons: The only real issue I have had is there is a language barrier. This has caused me to have to ask reps to repeat themselves numerous times but they have grace

Overall: I have been using SmartServ for two months now and it is greatly improving my ability to track Service tickets and differentiate between service and install and the other facets of my business. I would suggest SmartServ to other small businesses as they have been great to work with thus for.

We love SmartServ! We used 2 other software programs and found SmartServ met our needs very well!

Mar 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: SmartServ syncs our invoices and sales taxes to QuickBooks Online perfectly! We had trouble with the other software programs syncing our Washington State sales taxes (we have to collect based on location of service). SmartServ is based in Washington and has a grasp on the challenges that we face here. Our invoices sync into QBO perfectly with SmartServ, I was having to go into QBO and edit EVERY invoice with the other programs that we tried.

Cons: The Report module could be beefed up some, but all in all it's a really great software. We collect data on our call sources and it would be nice to pull a report myself, however there is a work around as of now and SmartServ sends my reports to me monthly.

Capterra loader

Shop owner

Mar 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Abilities built into the program and the continued benefits and attributes that keep.

Cons: Right now I have no complaints thank you

Overall: Tracking jobs, clients equipment and job times

Our experience so far has been great!

Jun 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: If there is something that you need, the SmartServ Team will make it happen! We have come across a few little things that we needed to perform differently and they were more than happy to change them for us. The ease of use with the software is great and the technicians are thrilled with the look of their daily schedules now! so much easier for them to view then they were with our old software.

Cons: There is nothing so far that we don't like about the software. We have had issues but they have all been solved immediately for us.

Overall: Many benefits, easier scheduling, more thorough information on the customers, happier technicians!

For the most part SmartServ is a great system. Easy to maneuver through. Great customer service

Mar 23, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

Pros: Easy to enter new customers, being able to mail invoices and collect payment. Reminder Bell for easy follow up.

Cons: System consistently running slow/ freezing up. Usually once a week a new issue arises. Usually fixed in a timely manner

Great Software

Mar 19, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very quick response when it comes to support and customer service. There are constant updates on the software .

Cons: There have been a couple of times where I wouldn't be able to sync the invoice or service address.

Change can be hard. Overall it has been a great transition!

Mar 21, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Biggest plus is the reduction of paper. I really like being able to view the schedule at a weeks glance for ease of scheduling other appointments. Having the technicians able to view history, equipment information and their schedules is very helpful.

Cons: When the system locks up it makes it very difficult to maintain a steady work flow. Technicians have experienced the same thing in the field. Since the system is web based, there are going to be issues when they are doing service calls in remote areas.

Overall: paperless

I am unhappy with the way that when you click on something the wheel just spins and spins.

Mar 26, 2018
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: I like the schedular and how you can see the individual appts per tech. Scheduling or creating a ticket is easy.

Cons: Everything works pretty good, except when you save something and you want to go back in a ticket, it makes you type the ticket # again . Also the times when the wheel just spins and spins is always when I have a customer on the line and I have to call them back when system is up again. This happens everyday and is very annoying. When I set my group in the schedular, it changes when I do different tasks, I would like it to stay where I set it in the morning and stay that way unless I manually change it.

Waht issues we've had have been very quicly addressed. Cannot praise the support and service enough.

Mar 02, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Inpuuting new customers is very easy. Inventory module is the best of several softwares we have tried. The ipad version is very easy to use as well.

Cons: Having to type in complete names, part numbers, phone numbers, etc., instead of being able to search with partial information. Also, weekly calendar field could be improved.

Overall: We have used a franchise software in the past, and this is the closest to the functionality of that software we have found.

Early adopter

Jul 10, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Provides dispatching, scheduling, time tracking, estimating and invoicing all in one package. Has location and messaging features also.

Cons: Like most of the companies in this segment does some things well and some not so much. The developers are trying hard to improve it. Report function is useless.

Overall: Scheduling, time tracking and dispatching.

SmartServ

Feb 06, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: Their development team is usually pretty good about meeting the needs and wants of their clients, however, there have been times when a specific task was requested over and over.

Pros: It is fairly easy to use, and user-friendly - the support team is very prompt and can usually solve issues by the end of the day if no sooner.

Cons: There are still a good amount of glitches within the software. They sometimes struggle to provide services that other software provides with ease.

SmartServ review

Mar 23, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Integration of most everything we do on one platform. Customer rep. and the support team have been amazing, quick to respond and proactive.

Cons: I'd like to see breadcrumbs to show tech locations throughout the day.