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Win More Business With Smart Service

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Smart Service redefines how businesses in the service trades handle quotes and estimates, driving efficiency and closing sales faster.
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Dynamic Quoting Features That Drive Sales Efficiency

Service trade businesses often encounter specific challenges within their sales processes, from inefficiencies in quote creation to missed opportunities in closing deals. Without the right tools in place, businesses risk losing valuable time and revenue.
Smart Service’s Dynamic Quoting feature offers innovative solutions that address these sales challenges, helping companies streamline their process, close more deals, and improve customer satisfaction.

Overcoming Sales Challenges in the Service Trades

Smart Service helps businesses automate their quoting process, improving efficiency, boosting conversion rates, and ensuring a seamless transition from sales to service.

  • Inconsistent Quote PresentationPresenting service options in a clear and professional way can be difficult, resulting in missed opportunities for upselling and confusion for customers.
  • SolutionSmart Service's Dynamic Quoting feature allows Sales Reps to offer multiple service packages—such as good, better, and best options—so customers can easily compare and choose, leading to higher conversions and better customer satisfaction.
  • Delays in Quoting and ApprovalMany businesses experience delays caused by both waiting for customer approval and the slow, manual process of creating quotes. Without a quick and efficient system, generating quotes takes extra time, leaving customers waiting longer. These delays can make the business appear less professional and allow competitors to close the deal first.
  • SolutionSmart Service speeds up the quoting process by allowing Sales Reps to quickly create professional, detailed quotes, even on-site. With just a few clicks, quotes can be generated, shared with customers through the customer portal, and approved instantly. This quick turnaround not only eliminates manual delays but also improves the professionalism of your business. The ability to create and deliver quotes fast reduces waiting times for customers, helping secure deals before competitors can step in. Additionally, customers can review, approve, sign, and even make payments through the portal 24/7, further streamlining the sales process and improving customer satisfaction.
  • Difficulty Tracking Sales Progress Many businesses struggle with a lack of visibility into their sales pipeline, making it difficult to track key performance indicators (KPIs) like deal status, outstanding quotes, and forecasting future sales. Without clear data on which deals are in progress or which quotes require follow-ups, Sales Reps and Administrators often miss opportunities to close more business. This lack of insight can lead to deals falling through the cracks and poor forecasting, hindering business growth.
  • Solution Smart Service provides robust dashboards, insights, and analytics that capture every stage of the sales process, offering real-time visibility into deal statuses, quote details, and outstanding opportunities. With built-in scheduling and communication features, Sales Reps can efficiently follow up on open deals, ensuring no opportunity is missed. By integrating sales tracking with forecasting capabilities, Smart Service empowers businesses to close more deals and confidently plan for future growth.
  • Poor Process for Collecting Payments and Deposits
    Collecting payments and deposits can be a hassle without the proper solutions in place, causing delays to the approval and sales process.
  • Solution: Smart Service enables Sales Reps and technicians to collect deposits and payments directly within the quoting process, ensuring a smooth and efficient financial transaction without the need for manual tracking or external tools.
  • Outdated Quoting Methods Many businesses rely on outdated methods like printed documents or email attachments to share quotes, causing delays and making it hard for customers to review and approve quotes quickly. Without a centralized digital system, tracking and following up on quotes becomes inefficient, leading to slower sales cycles and missed opportunities.
  • Solution: Smart Service allows quotes to be easily shared via links or QR codes, providing a seamless experience for customers to view, approve, and sign quotes digitally, shortening the sales cycle, and enabling 24/7 deal closure.
  • Time-Consuming Administrative Tasks Many businesses waste valuable time on manual administrative tasks, such as creating work orders, cutting and pasting information from quotes, and managing the transition from quoting to job completion. These repetitive tasks slow down workflows, increase the chance of errors, and take focus away from more productive activities that drive growth. 
  • Solution Smart Service eliminates the need for manual administrative work by seamlessly integrating the quoting process with the rest of your workflow. Once a quote is approved, it automatically converts into a work order, complete with all the necessary job details—no need for manual entry or duplication of efforts. From the initial quote to job completion and final invoicing, Smart Service automates each step, ensuring your sales process is fully optimized and streamlined. This not only reduces administrative burden but also improves efficiency, allowing businesses to focus on higher-value tasks that drive revenue and growth.

    • Work smarter not harder with smartservice

    features

    Quoting Designed for Sales and Workflow Efficiency

    Automate Your Sales and Service Process from Start to Finish

    Smart Service’s quoting capabilities are built to fit seamlessly into your business's broader workflow. This feature ensures that quotes are not standalone elements but integrated steps that propel your sales, service, and payment processes forward. With Smart Service, your quoting process becomes essential to workflow automation, driving efficiency, accuracy, and profitability.
    Save Time

    Quote Creation and Conversion

    Smart Service allows Sales Reps to generate detailed quotes in just minutes, whether in the office or on-site. Once approved, these quotes can be instantly converted into work orders, scheduling the job and triggering the next steps in the workflow. No manual data re-entry is required, ensuring faster transitions from sales to service.

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    Make More Money

    Dynamic Quoting for Flexible Sales Presentations

    Smart Service equips businesses with dynamic quoting capabilities that allow for the presentation of multiple service packages and pricing tiers. Whether it’s good, better, or best options, customers can easily compare and select the service level that best suits their needs. This flexibility helps drive higher conversions and customer satisfaction.

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    Close Leads Faster

    24/7 Quote Approval For Faster Sales Cycles

    Smart Service shortens the sales cycle by allowing Sales Reps to share quotes via links through the customer portal. This enables customers to review, approve, electronically sign, and even make payments or deposits, 24/7. This digital access through the customer portal ensures faster approvals and eliminates the need for in-person interactions. By streamlining the approval process and collecting payments at the time of acceptance, Smart Service accelerates deal closure, reduces delays, and significantly improves overall sales efficiency.

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    No Manual Work

    Integrated Payment and Invoicing

    Smart Service not only helps you generate quotes but also allows you to collect deposits and payments directly within the platform. Once the work is completed, invoicing is automated, streamlining the entire financial side of your business without the need for manual intervention.

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    Work smarter not harder with smartservice

    Key Benefits

    Automate Sales, Scheduling, and Service into One Seamless Workflow

    Infuse Powerful, Dynamic Quoting Capability into Your Business

    Smart Service’s quoting feature is fully integrated into the core of your business operations. Quotes don’t just sit in isolation—they trigger the next steps in your workflow, from scheduling to job completion. Sales Reps can create detailed quotes, collect deposits, and instantly convert them into work orders, all within the same system. This tight integration ensures that every quote leads to action, automating your workflow and allowing your team to focus on delivering top-tier service. With Smart Service, every part of the sales process, from quoting to invoicing, works together perfectly.
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    Work smarter not harder with smartservice

    customers say

    Real Feedback from Businesses
    Using Smart Service

    how smart service
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    transformed operations for clients:

    “The Help Desk has been incredible! We get instantaneous responses to our inquiries, and they resolve any issues and come up with solutions to our needs in a timely and efficient manner. They are friendly, knowledgeable, and readily available.”

    Danielle
    The Electric Connection

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

    Don
    Carter Pest Control

    The ease of setup and learning curve were rather straightforward and intuitive. The tech support is excellent as well.

    Shalom
    Software Advice Review

    I now capture a lot of bids right away, sent to me direct from the field.

    Scott Spencer
    Jim Dandy Sewer & Plumbing
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    Experience Efficiency Like Never Before

    Automate, Accelerate, and Close More Deals Faster

    Smart Service revolutionizes how service trade businesses manage quotes and sales. With powerful automation features, you can quickly create professional, detailed quotes, offer flexible pricing options and packages, and streamline the entire sales process—from quote approval to payment collection. By integrating dynamic quoting with automated workflows, Smart Service accelerates deal closure, maximizes productivity, and increases profitability. Whether in the field or in the office, Smart Service equips your business to close more deals and grow faster.

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    F

    Frequently

    A

    Asked

    Q

    Questions
    How does Smart Service help shorten the sales cycle?

    Smart Service shortens the sales cycle by automating the quote creation process, enabling customers to approve quotes online, and integrating payment collection. These features reduce delays and help close deals faster.

    Does Smart Service automate the transition from quotes to work orders?

    Absolutely. Once a quote is approved, Smart Service automatically converts it into a work order, eliminating the need for manual data entry and streamlining the next steps in the workflow.

    Can quotes be approved/accepted online by customers?

    Yes, Smart Service allows customers to review, approve, and sign quotes online through the customer portal, 24/7. This digital access helps accelerate deal closure and streamline the sales process.

    Does Smart Service integrate quoting with other business functions?

    Yes, Smart Service integrates quoting with scheduling, dispatching, and invoicing, ensuring that every part of the sales process is automated and connected to your broader workflow.

    Is it possible to track the status of quotes in Smart Service?

    Smart Service provides real-time tracking of quotes, allowing Sales Reps and Administrators to monitor the status of deals, follow up on outstanding quotes, and forecast sales.

    Can Smart Service handle quotes for both residential and commercial services?

    Yes, Smart Service is designed to manage quotes for both residential and commercial services, allowing you to tailor quotes to the specific needs of each type of customer.

    What types of quotes can Smart Service generate?

    Smart Service can generate detailed, professional quotes for a wide variety of job types, allowing for flexible service options such as good, better, and best packages. These quotes can be tailored to your specific service offerings.

    Can Smart Service collect deposits or payments through quotes?

    Yes, Smart Service enables businesses to collect deposits and payments directly within the quoting process, providing a seamless transaction from quote approval to job completion.

    Can Smart Service generate reports on sales performance?

    Yes, Smart Service offers robust reporting and dashboards, allowing businesses to track key performance indicators (KPIs) such as quote approval rates, deal statuses, and sales forecasts.