Maximize Efficiency,
Productivity and Profits
Streamline your operations, from customer acquisition to payment processing and everything in between - in one easy-to-use platform.
Work smarter not harder with smartservice
Get the Customer
Service Email CampaignsEnhance your marketing effectiveness with Smart Service's Email Marketing Campaigns.
Reach Customers Instantly and Drive More Business.
Smart Service’s Online Booking feature allows your customers to schedule jobs on your terms, anytime, anywhere.
With Smart Service’s Lead Intake Forms, generating and managing leads has never been easier.
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Schedule the Customer
Whether juggling technicians, crews, or a combination, the Dispatch Board gives you full visibility and control to ensure every job is handled efficiently and that no task falls behind.
Keep your team organized, ensuring every job is completed on time and within budget.
Avoid repetitive data entry, reduce administrative workload, and accelerate your scheduling process, all with just a few clicks.
Whether your jobs require a small team or a large crew, you can easily schedule, track, and adjust from one centralized system.
Assign assets effortlessly, preventing conflicts and ensuring the right resources are always available.
Work smarter not harder with smartservice
Sell the Customer
Smart Service allows Sales Reps to generate detailed quotes in just minutes, whether in the office or on-site.
Smart Service equips businesses with dynamic quoting capabilities that allow for the presentation of multiple service packages and pricing tiers.
This enables customers to review, approve, electronically sign, and even make payments or deposits, 24/7.
Smart Service not only helps you generate quotes but also allows you to collect deposits and payments directly within the platform.
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Do the Work
Smart Service empowers administrators with features that streamline job scheduling, tracking, and reporting, eliminating manual processes and reducing administrative overhead.
Technicians can access Smart Service from any mobile device, logging in through a web browser to manage work orders, update job statuses, and efficiently complete tasks.
This app allows for complete digital workflows, improving job efficiency and communication between the field and the office.
By going 100% digital, you not only save time and improve accuracy but also offer your customers a more professional and branded experience.
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Get Paid
This tool adjusts to the unique demands of your business operations, ensuring that each invoice accurately reflects the scope of work performed.
Whether collecting deposits to kick off a project or receiving final payments after job completion, Smart Service ensures a seamless workflow for every sales and service process stage.
Smart Service has partnered with CardConnect, a leader in payment processing, to provide service trade businesses with secure, reliable, and cost-effective payment solutions.
Integrate Smart Service with QuickBooks™ to ensure your billing, invoicing, and payment collection processes are aligned with your bookkeeping.
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Administration Features
Whether it’s following up with customers, managing service agreements, or assigning administrative duties, Task Boards automate tasks to help you stay organized and efficient.
With this system, businesses can avoid unnecessary purchases, reduce downtime, and ensure technicians always have the parts they need on hand.
From preventing scheduling conflicts to optimizing equipment usage, this feature ensures that all assets are accounted for and in the right place at the right time.
Leverage Data into Actionable Insights to Drive Your Business Forward.
Work smarter not harder with smartservice
Customer Experience
By offering a seamless user experience, the portal drives loyalty and repeat business, promoting long-term growth.
Keep your customers informed every step of the way.
Upgrade to Smart Service Cloud’s Two-Way Text Messaging and experience a new era of efficient, responsive interaction.