Work smarter not harder with smartservice
Customer Management Built for the Trades
Unified Customer Information, Communication, and Data Management
Without an efficient customer management system, service trade businesses often struggle with disorganization, missed appointments, and poor communication. Here’s why having a powerful, integrated CRM like Smart Service is crucial:
Common Struggles:
- Scattered Customer DataMany businesses rely on fragmented tools (spreadsheets, paper notes, or multiple systems), making it hard to track customer information in one place.
- Lack of VisibilityTechnicians and administrators don’t have real-time access to key customer data, service histories, or job statuses, leading to inefficiencies and delays.
- Poor Task ManagementAdministrative tasks, follow-ups, and service requests often get missed or delayed without proper task tracking and notifications.
How Smart Service Solves These Struggles:
- All-in-One CRMThe Smart Service Customer Center consolidates every piece of customer data, from contact details to service history and invoices, into one place for easy access.
- Real-Time Data AccessWith mobile-friendly features, both field workers and office staff can access and update customer profiles easily.
- Task Management & AutomationWith built-in task boards and notifications, Smart Service automates task creation and follow-ups, ensuring nothing falls through the cracks.
Work smarter not harder with smartservice
features
Manage Every Customer with Unmatched Efficiency
The Smart Service Customer Center is the ultimate tool for managing customer data and relationships, giving businesses in the service trades everything they need to organize, manage, and track customer information and interactions in one central hub. From robust customer profiles to advanced task management and communication tools, every feature is designed to streamline operations and provide full visibility into your business's most important asset: your customers.
Navigation and Customization
Grid View and Map View
Easily toggle between grid and map views to visualize your customer data the way that works best for your team. Whether you need a detailed list or to see your customers plotted on a map, Smart Service lets you customize your view.
One-Click Filters & Saved Views
Customize your customer lists with filters and saved views, so you can quickly access the information you need most often—perfect for sorting customers by location, service type, or last contact date.
Reading Pane
Save time with the reading pane, which allows you to view key customer information without changing screens. Just click a customer, and the details will be displayed on the side, keeping your workflow uninterrupted.
Customizable Reports
Create reports on your customer data, equipment history, or service agreements, and export them to PDF, Word, or Excel for easy sharing with your team or customers.
Customer Profiles and Hierarchies
Comprehensive Customer Profiles
Every customer record includes complete contact information, service history, equipment tracking, and job details. Whether residential or commercial, you’ll have everything you need at your fingertips.
Customer Hierarchies
For commercial accounts, the Customer Center supports multi-location customers, allowing you to organize parent accounts and sub-customers with ease. This structure is perfect for businesses managing complex client relationships across multiple locations.
Multiple Contacts per Customer
Add and manage multiple contacts within each customer profile, ensuring smooth communication for larger accounts and multi-location clients.
Notes and Custom Fields:
Add notes and create custom fields to store unique customer information that’s specific to your business or the services you provide.
Equipment Tracking
Detailed Equipment Profiles:
Track essential information such as make, model, serial number, warranty details, and equipment location. Each equipment profile is fully customizable to include any data points your business needs.
Service History Integration:
Every piece of equipment is tied to its service history, ensuring your technicians have full visibility into past maintenance, repairs, and any notes related to the equipment. This allows for more accurate diagnostics and a better understanding of recurring issues.
Warranty and Expiration Tracking:
Keep track of warranty information, including expiration dates, to ensure customers get the most value from their agreements. Automated reminders can alert your team when warranties are about to expire, so you can proactively engage customers for renewals or updates.
Mobile Access for Technicians:
Technicians in the field can access equipment profiles and service history directly from the Smart Service mobile app. This eliminates the need for back-and-forth communication with the office, reducing downtime and improving on-site productivity.
Invoice History and Payment History
Invoice History
Track and create invoices with each customer directly in their profile, providing full visibility.
Payment History
View detailed records of all payments, including dates, amounts, and payment methods, ensuring your financial records are always up-to-date.
Reporting and Analysis
Customer Insights
Use Smart Service to generate detailed reports on customer activity, service agreements, equipment usage, and job histories. Identify your most profitable customers, spot trends, and make data-driven decisions to improve customer satisfaction and service efficiency.
With the Smart Service Customer Center, you’re not just managing customers —you’re improving your entire business's workflow.
From organizing customer data to automating tasks and reporting, the Customer Center is designed to make customer management seamless. With features like task board integration and customer portal management, you can keep every aspect of your customer relationships under one roof while delivering exceptional service. Smart Service makes it easy for businesses to stay efficient and grow.
Email & Text Messaging
Log and track customer communication, including emails and SMS texts, directly from the customer profile, ensuring all interactions are documented and easily accessible.
Task and Follow-Up Creation
Create tasks and follow-ups for customer-related activities from the customer profile, ensuring nothing is forgotten. These tasks automatically integrate with Smart Service Task Boards to optimize workflow management.
Work smarter not harder with smartservice
customers say
Using Smart Service
how smart serviceroutingtransformed operations for clients:
Helpful tool especially for multi-location companies. The mobile version is easy to use and very handy.
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.
The software is very customizable. It has the features we need to apply data to ensure consistent service to our customers.
F
A
Q
By providing quick access to service history, job statuses, and customer-specific notes, Smart Service helps you offer timely and personalized service to each client.
The Customer Center integrates seamlessly with scheduling, invoicing, task boards, and reporting, offering a fully unified experience to manage your entire customer lifecycle.
Yes, the Customer Center includes detailed equipment tracking, ensuring your technicians always have up-to-date information on warranty, service history, and equipment location.
Yes, the Customer Center allows for customizable fields, letting you track any customer-specific information that matters to your business.
Role-based permissions allow administrators to control who has access to specific customer records and data, ensuring each team member only sees the information relevant to their role.
Absolutely! Smart Service’s Customer Center allows you to manage multi-location clients with a parent-sub customer hierarchy, ensuring you stay organized with complex commercial accounts.
Yes, Smart Service’s Customer Center includes robust reporting capabilities, allowing you to generate insights on customer activity, service agreements, equipment usage, and more.
Smart Service is built specifically for service trades, offering features like equipment tracking, service agreement management, and task automation—features you won’t find in generic CRMs.
Yes, Smart Service enables you to create tasks and follow-ups for customer-specific activities, ensuring that no request or task goes unaddressed.
Yes, Smart Service’s mobile-friendly design ensures that you can access the Customer Center from anywhere, whether you’re in the office or in the field.