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Field Service Software Built for Every Trade

Work Smarter, Not Harder
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Dashboard schedule showing service calls, inspections, maintenance, and installations by employees from 8 AM to 2 PM.
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  • A man wearing a blue shirt and holding a tablet.
  • A man in a brown shirt and a woman in a black suit are talking to each other.
  • A bald man looking at his cell phone.
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  • A woman sitting in a truck holding a cell phone.
SmartService work order UI
SmartService work order UI
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Smart Service Runs Your Trade End-to-End

A smart service cloud is displayed on a computer screen.

Smart Service is the field service software for HVAC, plumbing, electrical, pest control, and other service trades. Schedule jobs, dispatch crews, manage customers, invoice through QuickBooks — all in one platform. In-house US support team, never outsourced.

Access your business from anywhere, keep your team connected, and supercharge your profits.
Get the customer
Automate outreach with email campaigns, online booking, and lead capture forms to ensure a constant flow of potential clients.
Email notification titled Book an Appointment with message to open mail and schedule an appointment.Appointment booking form with dropdowns for service needed and date, and an orange Book Now button.
Schedule the CUSTOMER
From drag-and-drop scheduling to real-time updates and automated dispatching, Smart Service ensures every appointment, employee, crew, and asset is in the right place at the right time.
Profile photos with colored bars labeled Recurring Window Cleaning, Preventative Maintenance, and Drain Cleaning tasks.
Quick Entry menu with options like Repair, Filter Change, Hood Cleaning, Inspection, and Window Cleaning.Button for residential drain cleaning service with orange delivery truck icon and hand cursor.
Sell
Close deals faster with Smart Service’s dynamic quoting capabilities. From creating detailed quotes to offering flexible pricing options and securing instant approvals, Smart Service automates every step of the sales process.
Generate Quote
Do the work
Go mobile and close the paperwork gap with Smart Service. Streamline work order management by allowing technicians to access schedules, update job statuses, and submit digital forms right from their mobile devices.
Dark map view of Seattle area with roads and waterways highlighted.Map of Seattle with diverse faces in orange location pins marking different city areas.
Invoice showing Diagnostic Fee $89.95 with tax and total due $97.37 plus clickable orange pay button.Signature of Skip Stringfield in cursive on a white background with orange border.
Close-up of a black credit card with chip and embossed numbers against a black background.
Get paid
With automated invoicing and secure payment processing, businesses can collect payments faster—whether on-site or online.

work smarter, not harder

Workflows That Work the Way You Do

Workflows That Work the Way You Do

A flow chart of a business process.
A woman wearing headphones and a blue shirt is working on a laptop. Smart Service
A chart with five different colored squares, each with a different word on it.
A smartphone app with a menu of services including drain cleaning.
A man is sitting in a truck and looking at a tablet.
A man and woman are holding a tablet computer.
Every business has its unique way of operating, and Smart Service is built to enhance that uniqueness. Other solutions require you to conform to their workflow. Say no to rigid workflows that force workarounds. Say yes to powerful, flexible workflows that optimize your business at every step, maximizing efficiency and profitability.
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industries

Platform that adapts to the specific needs of your business
Designed for the Trades,
Built for Your Success
No two trades are alike, and neither are their challenges. That's why Smart Service offers flexible workflow solutions that adapt to the specific needs of your business. Empower your business with tools that are as unique as the work you do.
Appliance Repair Software
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HVAC Software
HVAC service companies can manage scheduling, dispatching, work orders, and customer equipment, helping teams respond faster and deliver reliable heating and cooling service.
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Document Destruction Software
Track service requests, manage customers, and easily schedule document destruction services using Smart Service Cloud.
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Chimney Sweep Software
Chimney sweep services can manage job scheduling, dispatching, and safety records, improving operational efficiency.
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Electrician Software
Electricians can streamline work orders, track customer service histories, and manage their entire workforce with real-time updates.
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Fire Protection Software
Fire protection businesses can seamlessly manage inspections, customer equipment, and unique job scheduling through Smart Service Cloud.
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Garage Door Software
Garage door service providers can efficiently manage job tracking, invoicing, and customer service histories in one platform.
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Irrigation Service Software
Schedule service visits, manage service records, and improve routing for irrigation services with Smart Service Cloud.
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Mechanical Contractor Software
Mechanical contractors can streamline complex workflows, track job progress, and manage customer interactions from one integrated platform.
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Pest Control Software
Pest control companies can manage scheduling, optimize routing for recurring services, and ensure timely job completion for regular pest control services.
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Pool & Spa Service Software
Pool and spa service providers can track recurring jobs, customer records, and equipment service details with ease.
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Plumbing Software
Plumbing companies can enhance workflow management, scheduling, and customer communications, reducing paperwork and manual processes.
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Septic Tank Service Software
Septic tank service providers can easily manage recurring services, customer records, and invoicing, ensuring seamless operations.
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Property Management Software
Property management companies can handle tenant requests, service scheduling, and inspection checks more efficiently.
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Security Service Software
Security service companies can manage employee dispatch, track job status, and improve communication with real-time updates.
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Window Cleaning Software
Window cleaning businesses can schedule jobs, dispatch teams, and track service histories more efficiently using Smart Service Cloud.
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Choose the solution built to support the way you work, streamline your operations, reduce inefficiencies, and enhance profitability.
all industries

features

Elevate your operations with Smart Service and unlock limitless growth.
Unlock your business's full potential with a platform that offers limitless possibilities. Smart Service integrates cutting-edge features into one seamless solution.
one platform
limitless possibilities

From scheduling and dispatching to invoicing and customer management, our innovative tools streamline your workflow, making your business more efficient and productive.

Customer Management

get the customers

Email Campaign, Text Campaign, Online Booking, Lead Form
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A black screen with a blue and white work order screen.

schedule the work

Dispatch Board, Recurring Scheduling, Managing Assets, Routing, Crew Scheduling, Service Agreement
learn more
A purple and blue chart with the words recurring window cleaning.
A computer screen with a phone call option.

sell

Estimates, Options, Good. Better. Best
learn more

do the work

Work Order, Mobile App, Time Tracking, Forms, Service Agreement
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A man holding a tablet with a map of Cleveland Ohio.

Admin features

Managing Customers, Notifications, Task Board, QuickBooks™
Integration, Manage Employee, Inventory
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A man is smiling and holding a laptop with a screen that says payments.

get paid

Dynamic Invoicing, Customer Portal, Payment Processing
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Customers experience

Customer Portal, Customer Notifications, Two-Way Text Messaging
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A person holding a cell phone with a message about a service being done.
Take on more jobs while reducing overhead and administrative burdens.
Free Demo

AI in Smart Service Cloud

Built into the board, the reports, and the notes — not a separate chatbot.

The dispatch board that watches itself.
The report that answers back.

Smart Service Cloud puts an assistant where the work already happens. Mission Control runs the whole dispatch board — flags conflicts, trims routes, ranks openings, forecasts the week. The Oracle answers a reporting question in plain English. The Writing Assistant turns tech shorthand into something the homeowner can read. Nothing changes until you click Apply.

See AI in Smart Service Cloud

Mission Control

Every tech, job, and mile on one live board — with five assistants that catch conflicts, trim routes, rank openings, forecast the week, and take orders in plain English.

One live board · Five assistants
CriticalPat is double-booked at 10:30.
Fix
Intelligenceflags conflicts and gaps, sorted by what they cost
Optimizationreorders every tech's day for the least driving
Night Visionranks the five best openings for any job
Forecastingcolor-codes the weeks ahead: open, filling, overbooked
Wingmanthe one you talk to — drafts the plan, waits for your OK
Explore Mission Control

The Oracle

Ask your business a question in plain English. Get the chart, and what to do about it.

Which service types lost money last quarter?
Maintenance31%
Repair24%
Install17%
Duct cleaning−8%
Duct cleaning ran −8% on 14 jobs. Labor averaged 2 hrs over estimate.
Saved prompts · rerun on live data
AR AgingSales Tax LiabilityMonth-End Close+ Save this one
Explore The Oracle

AI Writing Assistant

Tech notes in, customer-ready write-ups out — in your company's voice, or in Spanish.

Tech notes
unit not cooling. bad cap 45/5 swollen, replaced. filter real dirty told cust every 3 mo
Improve · Formal · Español
On arrival, the system was not cooling. We found a failed 45/5 MFD run capacitor and replaced it. The air filter was heavily clogged; we recommend replacing it every three months.
See it on the AI page

AI Knowledge Center

Upload your manuals. Techs ask from the driveway and get the answer — and the page it came from.

Your documents
Rooftop Unit Service Manual212 pages
Tankless Water Heater Install Guide64 pages
Mini-Split Troubleshooting GuideIndexed ✓
Max static pressure on this unit?
0.8 in. w.c.
for the 7.5–12.5 ton models. Check filter loading before adjusting blower speed.
Rooftop Unit Service Manual · Page 42

You decide who sees which documents, employee by employee.

See it on the AI page

Every one of these ships inside Smart Service Cloud.

Available in Smart Service Cloud. The Oracle and Wingman run on Claude; Writing Assistant and Knowledge Center on ChatGPT.

Customers say

What do our customers say about Smart Service?

the real story straight from our customers.

...Smart Service is a reliable database of our clients with recurring work on a semi-annual basis.

Software Advice Review

Best price, awesome support, all in one.

G2 Review

As a local manager, Smart Service helped me stay in the loop while office staff managed interventions.

Corinna
Service Company

Syncs with Quick-books for digital scheduling. Easy to use and customer support is easily accessible.

G2 Review

Efficiency Efficiency Efficiency. And did I mention efficiency???

Albert
Software Advice Review

Smart Service works. Period.

Ken
Ken's Window Cleaning

The customer service is top notch.

Christina
Guardian Angel Exterminating

These guys know what they're doing. And the support is always first class.

Don
Carter Pest Control

We use it to create, schedule, update, communicate and invoice hundreds of jobs per week.

Brad
Environmental Services

I use Smart Service on a daily basis to make sure that everyone dispatched on time, are in route and spending the adequate amount of hours on each job.

G2 Review

Customer service is beyond helpful and will always walk you through any issue

G2 Review

Ben was a huge help. I look forward to calling him next time I need help.

Internal Survey Response

Ben did a great job understanding the problem and worked diligently to fix it.

Tim
Highland Park Electric

I would recommend this to any small business looking for an affordable managing software.

G2 Review

Ben did a great job helping with my problem and was very patient.

Vonda
Shred Northwest

The customer service has been phenomenal.

Jennifer
Wicomico Heating & Air

Reasons for switching to Smart Service:We needed software that fit commercial service processes like equipment scanning and trending reports. The bookkeeper insisted that software needed to interact with Quickbooks.

Nate
Software Advice Review

I really could not be happier with Smart Service, iFleet, and the people at My Service Depot!

Danielle Soule
The Electric Connection

Smart Service's integration with QuickBooks is superb, and customer support is always quick and helpful.

Capterra Review

Great product. My overall experience with Smart Service has been very good.

Eron
Construction
“It’s an excellent, excellent product.”
A man with gray hair and a yellow shirt.
Al Fecci
Owner, Jersey coast fire equipment
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REPORTING & ANALYTICS

Your numbers, without the report builder.

YOUR NUMBERS

The Oracle is the AI data analyst
built into Smart Service Cloud.

ASK A QUESTION

Get The CHART

Smart Service reports on the work you already track — jobs, invoices, payments, technician time, and service agreements. Dashboards and standard reports are built in, and QuickBooks stays your books. In Smart Service Cloud, The Oracle adds an AI data analyst: pick a topic and a time frame, ask in plain English — "Which service types lost money last quarter?" — and get tables, charts, and a plain-language takeaway. Save any report as a prompt and rerun it on live data whenever you want.
EXPLORE THE ORACLE

FAQ

Does Smart Service work with QuickBooks?

Yes — Smart Service is built around QuickBooks, not bolted onto it. Smart Service Cloud integrates with both QuickBooks Online and QuickBooks Desktop, and Smart Service Desktop installs as a dedicated QuickBooks Desktop add-on. Jobs, invoices, customers, and payments sync automatically, so nothing gets keyed in twice.

Does Smart Service have AI?

Yes, in Smart Service Cloud. Mission Control is an AI dispatch board with five assistants — Intelligence, Optimization, Night Vision, Forecasting, and Wingman. The Oracle answers reporting questions in plain English. The AI Writing Assistant rewrites tech notes for customers, and the AI Knowledge Center answers questions from your uploaded manuals. All of it ships inside Cloud with no add-on module or per-seat AI fee; features built on Claude or ChatGPT use your own account at the provider's rates. AI is not available in Smart Service Desktop.

How do custom digital forms work in Smart Service?

Smart Service replicates your work orders, inspections, and compliance forms as fully interactive, branded forms on the tech's device — drop-downs, checkboxes, signature capture, photo capture — saving real-time data straight into the system, ready for dashboards and reports the moment the form closes.

Is support really US-based?

Yes. Support is in-house in Dublin, Ohio — never outsourced to a third-party call center. We answer roughly 90% of calls live during business hours. Call 888-518-0818 and you'll reach someone who actually knows the product.

Should I choose Smart Service Cloud or Smart Service Desktop?

Smart Service Cloud is cloud-native — it runs in any browser, syncs across devices, and includes a mobile app for techs. Smart Service Desktop installs alongside QuickBooks Desktop on the same machine, with iFleet as its mobile companion. Most businesses moving to the cloud or running QuickBooks Online pick Cloud; long-time QuickBooks Desktop shops often stay on Desktop. A demo will settle it in about five minutes.

What does a demo involve?

A free, live 30-minute walkthrough with our team — your workflow, your questions, no canned video. Call 888-518-0818 or book online, and you'll see scheduling, dispatch, mobile work orders, and QuickBooks sync working together before you commit to anything.

What kinds of service businesses use Smart Service?

Hundreds of trade businesses across the US and Canada run on Smart Service — HVAC, plumbing, electrical, pest control, garage door, septic, fire protection, chimney sweep, and dozens more, from single-truck operators to multi-location operations. If your work happens at the customer's property, it fits.

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Access your business from anywhere, keep your team connected, and supercharge your profits.

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smartservice

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