for QuickBooks™ Users
Smart Service Desktop delivers comprehensive tools designed to improve productivity, eliminate paperwork, and keep your business running smoothly. With real-time QuickBooks™ integration and an intuitive interface, your entire team—from office staff to technicians—can always stay connected and efficient.
Experience Seamless QuickBooks™ Integration and Real-Time Field Management
- Automate Scheduling and DispatchingAssign jobs, manage customer requests, and make real-time adjustments from a single platform.
- Go MobileEquip your technicians with the iFleet mobile app for real-time job updates, schedules, and customer info—accessible from any device, even without an internet connection.
- Custom FormsCreate and use fully digital forms tailored to your business needs, keeping your operations paperless and efficient.
- Manage Service AgreementsEasily manage recurring service agreements and preventative maintenance jobs, keeping your customers happy and compliant.
- Route Optimization: Craft the most efficient routes for your technicians, saving time and reducing fuel costs.
- Job Reminders Automatically send job reminders to customers via email or text to ensure appointments run smoothly.
- Manage Recurring JobsStreamline the management of recurring jobs with easy scheduling tools that reduce manual oversight.
- Get Paid FasterTake payments from the field or the office, instantly syncing with QuickBooks™ to simplify invoicing and accounting.
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Why Smart Service Desktop?
Streamline Scheduling, Dispatching, Invoicing, and Customer Management with Real-Time QuickBooks™ Sync
Smart Service Desktop is the leading field service management software built specifically for businesses that rely on QuickBooks™. Designed to simplify your workflow, it provides powerful tools for scheduling, dispatching, invoicing, and managing customer information. With real-time QuickBooks™ sync, you can eliminate double data entry, reduce errors, and ensure your staff is always working with up-to-date information.
Work smarter not harder with smartservice
features
Powerful Features to Streamline Your Business
Smart Service Desktop delivers comprehensive tools designed to improve productivity, eliminate paperwork, and keep your business running smoothly. With real-time QuickBooks™ integration and an intuitive interface, your entire team—from office staff to technicians—can always stay connected and efficient.
- QuickBooks™ IntegrationSync customer data, invoices, and payments with QuickBooks™ in real-time, eliminating double data entry and ensuring accurate financial records.
- Scheduling & DispatchingAutomate job scheduling with drag-and-drop tools and real-time updates, ensuring technicians are always dispatched to the right location at the right time.
- iFleet Mobile AppEquip your technicians with real-time access to schedules, job details, and customer information, even without an internet connection.
- Customer ManagementAccess comprehensive customer service histories, equipment records, and invoicing data from a central hub to ensure personalized and efficient service.
- Smart RoutesPlan optimal routes for your technicians to minimize driving time, lower fuel expenses, and ensure they reach jobs efficiently.
- Work Order ManagementDigitally create, update, and complete work orders in real time, eliminating paperwork and reducing errors.
- Job History & Equipment TrackingEnsure your technicians are prepared with detailed job histories and equipment records, giving them all the information they need to deliver excellent service.
- Real-Time ReportingGenerate and view insightful reports on technician performance, job completion, and overall business operations to optimize workflows.
- Custom FormsDeploy digital forms that your technicians can fill out on-site, reducing paperwork and making it easier to gather important information.
- Service Agreement ManagementEasily manage recurring service agreements and preventative maintenance schedules to ensure long-term customer relationships and compliance.
- Job RemindersAutomatically send job reminders to customers via email or text, ensuring smooth communication and minimizing missed appointments.
- Inventory ManagementTrack truck stock and manage inventory levels across your fleet, ensuring your team always has the parts and tools they need for the job.
- Payment ProcessingCollect payments on invoices and from the field for faster invoicing and improved cash flow.
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Mobile app
iFleet Mobile App: The Best Tool for Field Technicians
iFleet is the ultimate mobile solution for field techs. Technicians get access to schedules, job details, customer info, and payment processing, all from their phones or tablets. With iFleet, techs can complete work orders, capture payments, and sync estimates and work orders with the office in real time, even without the internet.
This paperless solution eliminates paperwork on the job site
- Mobile AccessTechnicians can access their schedules, build estimates, complete work orders and more. Even without internet access.
- Paperless OperationsEliminate paperwork by digitizing work orders, estimates, and all your company forms. Instantly sync completed tasks with the office.
- Easy PaymentsCollect payments on-site via credit card or e-check, streamlining the billing process and improving cash flow.
- Technician TrackingTrack the technician's current location and job progress with iFleet.
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customers say
Using Smart Service
What Do Our Customers Say About Smart Service desktop?
Don’t just take our word for it—hear from businesses that have transformed their operations with Smart Service Desktop. From improved efficiency to enhanced customer service, clients continue to thrive thanks to the innovative tools built into the platform.
We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.
“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.”
These guys know what they're doing. And the support is always first class.
Smart Service and iFleet have streamlined customer management, scheduling, and estimating repairs.
The mobile feature called iFleet is great. It gives you a real-time location of where your employees are through an iPad that they use.
The ease of setup and learning curve were rather straightforward and intuitive. The tech support is excellent as well.
Work smarter not harder with smartservice
let's get started
Get Started with Smart Service Desktop Today!
Don’t wait to transform your business. With Smart Service Desktop, you’ll streamline operations, reduce manual work, and empower your team with the tools they need to succeed. From seamless QuickBooks™ integration to real-time job management with iFleet, Smart Service Enterprise is the complete solution your service business needs to grow.
F
A
Q
Yes, iFleet allows technicians to process payments directly in the field. These transactions are synced with Smart Service Desktop and QuickBooks™, improving payment collection and reducing administrative work.
Yes, Smart Service Desktop offers inventory management features that allow you to track inventory levels across trucks, warehouses, and job sites, ensuring that technicians always have the parts they need.
iFleet is synced with Smart Service Desktop, allowing technicians to receive and access job details, create quotes, complete work orders, and even invoice from the field.
Yes, Smart Service Desktop allows you to create, update, and complete work orders in real time. This feature helps streamline job management, ensuring more accurate work order tracking and reducing paperwork.
Smart Service Desktop automates invoicing and integrates with QuickBooks™, ensuring that invoices are generated and sent as soon as a job is completed. This reduces billing cycles and improves cash flow.
Absolutely. Smart Service Desktop offers scheduling and dispatching with drag-and-drop functionality, real-time job updates, and the ability to assign jobs based on technician availability, and location.
Yes, Smart Service Desktop includes customizable reports and dashboards, allowing you to track key metrics such as technician performance, job completion, invoicing, and overall business operations.
Yes, Smart Service Desktop can easily handle multi-day jobs. You can track progress, allocate resources, and update schedules, ensuring that complex jobs are managed efficiently.
Smart Service Desktop integrates seamlessly with both QuickBooks™ Desktop and QuickBooks™ Online, syncing invoices, payments, and customer details. This eliminates double data entry and ensures accurate bookkeeping.