Work smarter not harder with smartservice
Optimize Your Operations with Automation, Insights, and Control
As an administrator in the service trades, your role goes far beyond scheduling jobs. Managing inventory, tracking assets, generating reports, and overseeing day-to-day operations are critical to your success.
Smart Service is designed to simplify these tasks through automation and intuitive features.
From real-time data to comprehensive task management, Smart Service gives you the tools you need to manage every aspect of your business efficiently and accurately.
Task Boards
Stay on Track with Task Boards Built for Workflow Optimization
Automate Administrative Tasks and Optimize Your Operations
As a service trade administrator, you juggle much more than scheduling and invoicing.
Managing workflows, ensuring tasks don’t fall through the cracks, and keeping your team on track are part of your everyday responsibilities. Smart Service Task Boards are designed to handle all those tasks for you—streamlining processes, saving time, and optimizing your workflows. 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.
Key Highlights of Task Boards:
- Fully Customizable Boards: Create and manage multiple boards for different workflows, departments, employees, processes or tasks.
- Linked Tasks: Connect tasks to work orders, service agreements, inventory, or other Smart Service features for streamlined operations.
- Automated Notifications: Instantly notify employees via text or email when a new task is assigned.
- Checklists & Templates: Ensure performance and eliminate redundancy on recurring tasks using customizable templates and progress tracking.
- Real-Time Progress Visibility: Track task completion with percentage-based updates to stay on top of each workflow.
Work smarter not harder with smartservice
Inventory Management
Gain full visibility and control over inventory across trucks, warehouses, and multiple locations.
Managing inventory across various locations presents unique challenges, including stock shortages, excess ordering, and manual tracking inefficiencies. Smart Service’s Multi-Truck Inventory Management feature provides service trade businesses with a comprehensive solution to track stock in real-time, manage parts across all trucks and warehouses, and automate reordering reports. With this system, businesses can avoid unnecessary purchases, reduce downtime, and ensure technicians always have the parts they need on hand.
Real-Time Inventory Tracking
Maintain full visibility across all trucks, warehouses, and locations.
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Mobile Access to Inventory Levels
Inventory levels can be viewed from the field so that teams can make real-time decisions, ensure stock availability, and respond quickly to service needs.
Automated Reordering
‍Prevent stockouts and over-ordering with automated restocking reports.
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Advanced Reporting
‍Track stock levels, parts usage, and transfers for better decision-making.
Work smarter not harder with smartservice
Asset Management
Asset Management, Tracking and Scheduling
Keep Tabs on Your Company’s Most Valuable Resources
As an administrator, managing your assets—vehicles, tools, and equipment—is crucial to the smooth operation of your business. Smart Service’s Asset Management, Tracking, and Scheduling feature gives you full visibility and control over where your assets are, who is using them, and how they’re being utilized. 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.
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Key Highlights of Asset Management:
With this feature, administrators can significantly reduce manual work, prevent asset-related delays, and improve the overall efficiency of the company's operations.
- Real-Time Asset Tracking: Know exactly where each piece of equipment or vehicle is and when it will be available for the next job.
- Asset Usage History and Reports: Access detailed reports on asset utilization to monitor efficiency and inform future decisions.
- Conflict Prevention: Prevent double-booking by ensuring only available assets are scheduled for jobs.
- Categorization:Easily group and manage assets by categories like vehicles, tools, or equipment to streamline tracking.
- Integrated SchedulingSchedule assets just like you would employees, ensuring that the right resources are always available for each job.
Work smarter not harder with smartservice
Dashboard - Insight and Analytics
Unlock the Power of Data with Customizable Dashboards, Insights, and Reporting
Leverage Data into Actionable Insights to Drive Your Business Forward
For service trades businesses, having access to real-time data is critical for making informed decisions that optimize daily operations. Smart Service’s Dashboards—Insights and Analytics feature provides the tools you need to turn complex data into actionable insights, allowing you to track performance, monitor job progress, and make data-driven decisions to improve efficiency and profitability.
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Key Metrics Tracked by Smart Service:
- Call Metrics:
Track the number of service calls made, follow-ups, and the conversion rate of inquiries into jobs. This helps you improve customer outreach and optimize sales strategies. - Appointment Metrics:
Monitor the status of appointments, including completed, rescheduled, and canceled jobs. This data helps you enhance scheduling accuracy and ensure jobs are completed on time. - Work Order Metrics:
Get real-time insights into job progress and completion rates, ensuring that each work order is completed efficiently and up to quality standards. - Customer Metrics:
Analyze customer behavior, including service history and communication, to improve customer retention and provide more personalized service offerings. - Sales/Quote Metrics:
Keep track of sales performance by analyzing how many quotes and estimates are converted into jobs. This helps you refine your sales process and increase conversions. - Service Agreement Metrics:
Track recurring service agreements, ensuring that regular appointments are scheduled and completed on time to maintain customer satisfaction and loyalty. - Invoice/Payment Metrics:
Monitor the status of invoices—paid, overdue, or pending—and speed up the billing process to improve cash flow. Integration with QuickBooks™ ensures accurate financial data. - Time Card Metrics:
Measure technician productivity by tracking work hours, time spent on jobs, and travel time. This helps you optimize labor costs and ensure your team is working efficiently.
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Advantages of Dashboards —Insights and Analytics:
- Improve Decision-Making:Use real-time data to make informed decisions that enhance your business operations.
- Boost Operational Efficiency:Track and analyze key metrics to identify inefficiencies and streamline workflows, improving productivity.
- Increase Customer Satisfaction:Leverage customer insights to provide personalized services, improving engagement and retention.
- Drive Business Growth:Smart Service’s reporting capabilities provide the tools you need to monitor performance and make strategic decisions that support long-term growth.
Work smarter not harder with smartservice
smart service in Action
Take the Next Step Toward Smarter Administration
Smart Service empowers administrators to do more with less effort by automating critical workflows and providing real-time insights. From asset tracking and inventory management to detailed reporting and task automation, Smart Service gives you the full control you need to manage operations with confidence. No more relying on fragmented tools—everything you need is in one place, designed for maximum efficiency.
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.