Yes, Smart Service Cloud offers dedicated features to manage service agreements and preventative maintenance contracts, including automated scheduling for recurring services based on contract terms.

Smart Service Cloud automates scheduling for all job types, allowing technicians to be assigned based on availability and skill set, ensuring that jobs are completed on time and without manual errors.

Yes, Smart Service enables administrators to schedule and manage recurring maintenance tasks and preventive services, ensuring all jobs are completed on time and according to contract requirements.

Quick Entry Scheduling lets you schedule appointments and jobs faster by using pre-configured templates for quotes and work orders. This reduces the time spent on repetitive scheduling tasks and helps you get jobs onto the calendar with just a few clicks.

Yes, technicians can update the status of their work orders in real time with a single tap, allowing administrators to track job progress, from "en route" to "completed," easily from the dispatch board.

Yes, once a job is completed, Smart Service can automatically generate invoices and allow for on-site payment collection, reducing delays and improving cash flow.

Smart Service offers features like real-time scheduling, asset tracking, and task assignment, helping you optimize the use of resources and ensure technicians are productive throughout the day.

It provides real-time insights across key metrics such as work orders, sales, customer behavior, and revenuehelping you make smarter decisions and optimize every aspect of your business.

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.

Absolutely! You can customize each message using dynamic placeholders like customer names, technician names, and job details.

Yes! Smart Service allows you to go 100% paperless by offering fully customizable forms. You can create and use custom digital forms tailored to your business’s specific needs. Whether you need checklists, inspection forms, or customer sign-offs, Smart Service makes it easy to design and implement the forms that best suit your workflow. These forms can be accessed and completed directly in the field by technicians using the mobile app, ensuring all data is collected in real-time and eliminating the need for physical paperwork.

Smart Service provides a comprehensive, digital solution to manage all aspects of work orders—from scheduling to job completion and invoicing. It automates the assignment, tracking, and processing of work orders, allowing both administrators and field technicians to operate more efficiently.

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.

Yes, Smart Service supports a wide range of work orders, including one-time jobs, recurring services, preventive maintenance tasks, and emergency repairs. The system allows for easy customization based on job type.

Smart Service automates key aspects of work order management, from scheduling and dispatching to reporting and invoicing. This helps businesses save time, reduce errors, and ensure that jobs are completed on time, leading to increased productivity and customer satisfaction.

Smart Service provides robust reporting and analytics features that allow administrators to track job performance, technician productivity, and overall workflow efficiency in real-time.

Technicians can log into Smart Service via the web or through the Smart Service Cloud App on their mobile devices. They have instant access to job details, customer history, and equipment information, allowing them to complete tasks efficiently and accurately.

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.

With permissions, Technicians can view and manage inventory in real-time using the Smart Service mobile app, ensuring they can always access the needed parts.

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.

Yes, Smart Service is built to handle all job types—whether it’s a simple one-off service, recurring maintenance, or a large multi-day job. The flexibility of the system allows you to define the job type and manage it accordingly within the scheduling workflow.

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.

The app's standout feature is its fully interactive, custom digital forms, allowing companies to digitize their existing paperwork while integrating real-time updates with Smart Service Cloud.

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.

The app allows businesses to create custom forms for compliance purposes, ensuring state-specific or industry-required documentation is completed and stored digitally.

The Smart Service Cloud mobile app is a field service management app that helps technicians manage schedules, complete work orders, process payments, and fill out interactive digital forms—all from a mobile device.

The Smart Service Cloud Mobile App is available for iOS iPad only at this time. Field users with a smart phone or Android device can login in directly to Smart Service via the devices browser.

It streamlines field operations by providing real-time updates, eliminating paperwork, and allowing technicians to manage jobs and customer interactions on the go.

Yes, technicians can process payments directly from the app, including credit card or check payments, speeding up cash flow.

Yes, the app has offline functionality, allowing technicians to complete tasks without internet access. Data syncs automatically once a connection is restored.

Yes, Smart Service Cloud integrates with QuickBooks™ Online to streamline invoicing, payments, and accounting, ensuring all data is accurately synced and up to date.

Smart Service Cloud manages a wide variety of job types, including service calls, recurring services, multi-day jobs, and route work, making it a versatile solution for all field service needs.

The dashboards in Smart Service Cloud provide customizable insights and analytics. Allowing businesses to monitor job progress, track key performance indicators (KPIs), and make data-driven decisions.

Smart Service Cloud enables technicians to work more efficiently and reduce downtime between jobs by providing access to job details, customer information, and optimized scheduling.

Yes, Smart Service Cloud is designed to handle the unique needs of both commercial &, residential clients, offering features to manage service histories, customer equipment, and more.

Smart Service Cloud supports automated invoicing and integrated payments, enabling businesses to generate invoices on-site or from the office and collect payments quickly, reducing administrative time.

Yes, Smart Service allows you to schedule multi-day jobs seamlessly, ensuring that each work day is tracked and managed effectively. You can assign technicians, Crews, assets, and adjust schedules across multiple days, making it ideal for large projects that span more than one day.

Yes, Smart Service Cloud’s Dynamic Routing feature helps group jobs by proximity, reducing travel time and improving technician productivity by ensuring efficient job completion.

Yes, Smart Service Cloud features a built-in CRM that tracks comprehensive customer service histories, providing both office staff and technicians access to past job details, service records, and customer notes.

Yes, Smart Service handles both residential and commercial jobs, allowing you to track service histories, manage equipment, and automate invoicing for a wide range of job types.

Our routing solutions provide a map-based interface for visualizing jobs and technician locations. Dynamic Route Optimization minimizes travel by organizing jobs geographically and optimizing routes. Smart Suggestions recommend the best technician for each job based on skillset, availability, and drive time.

Smart Service automatically schedules recurring services based on the customer’s service agreement, ensuring no service visit is missed and all jobs are accounted for.

Crew Scheduling allows you to assign entire teams to jobs with ease. You can create crews, assign them a leader, and track the time and performance of each crew member. It’s perfect for businesses with complex job sites that require multiple employees working together.

By minimizing the distance between job sites and optimizing routes, Smart Service significantly reduces travel time, which lowers fuel consumption and vehicle maintenance costs.

Smart Service includes built-in messaging features that allow you to communicate directly with technicians from the Dispatch Board. You can send updates, job details, and urgent messages without needing a separate messaging program.

Yes, Smart Service includes an asset scheduling feature that allows you to schedule company-owned resources like vehicles, tools, and equipment. You can track their availability, avoid conflicts, and ensure they’re assigned to the right jobs at the right time.

Yes, with real-time visibility into employee time punches directly from the Dispatch Board, you can monitor who’s clocked in, on break, or currently on a job, ensuring better time management and scheduling decisions. At the same time, Smart Service is also calculating travel and production time for the job too.

Smart Service automates recurring job schedules, ensuring that regular maintenance and services are completed on time. This helps keep clients satisfied and ensures consistent revenue.

The Dispatch Board gives you a real-time view of your entire operation, allowing you to manage employees, crews, and assets in one central platform. Its intuitive design, combined with drag-and-drop functionality and real-time updates, ensures that you can easily adjust schedules on the fly without missing a beat.

Yes, Smart Service includes route optimization features that group jobs by proximity, reducing travel time and increasing efficiency. This helps you complete more jobs in a day while saving on operational costs.

Yes! Smart Service allows you to fully customize your Dispatch Board’s layout, color coding, and job information display. You can switch between different layouts based on your team's preferences.

Yes! Smart Service allows for quick route adjustments to accommodate last-minute changes, cancellations, or emergency jobs.

Absolutely! Smart Service is designed to scale with your business, ensuring that as your team grows, your routing and scheduling remain optimized and efficient.

Yes, Smart Service allows you to schedule both your workforce and company-owned assets like vehicles and equipment. This prevents scheduling conflicts and ensures all necessary resources are available when needed.

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.

Yes, Smart Service allows businesses to customize billing cycles, including monthly, quarterly, or annual plans, and automates invoicing and payment collection.

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.

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.

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.

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.

By automating email, SMS, lead generation, and online booking, Smart Service helps you engage customers consistently, promote additional services, and streamline the sales process—all of which lead to increased revenue.

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.

Yes, Smart Service allows businesses to create custom service levels, making it easy to offer tiered agreements with varying pricing and services.

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.

Smart Service SMS marketing is fully integrated with your business's workflows, allowing you to create, schedule, and manage SMS campaigns from within the platform without having to switch to an other software, ensuring a seamless experience.

Yes, you can easily share booking links via email or SMS, giving customers direct access to schedule appointments through a mobile-friendly interface.

Online Booking streamlines the scheduling process by allowing customers to book services directly from your website or customer portal, reducing administrative workload and improving customer satisfaction.

Absolutely! Smart Service allows you to create custom forms tailored to your specific campaigns, services, or promotions, increasing the chances of capturing targeted leads.

Lead intake forms automatically capture leads from various sources, such as your website, SMS, or email campaigns, streamlining lead management and helping you respond quickly to new opportunities.

Yes! Smart Service provides real-time analytics for both email and SMS campaigns, enabling you to monitor performance, make adjustments, and refine your strategies for better results.

Smart Service email campaigns allow you to send targeted, automated messages to specific customer segments. This increases engagement, nurtures customer relationships, and helps you reach new clients effortlessly.

Smart keywords allow customers to respond to specific promotions (e.g., texting a keyword like “SNOW” for an offer). Auto-responders automatically reply with relevant information, streamlining customer interactions.

Smart Service offers flexible "Bill To" options that allow you to direct invoices to the appropriate party, whether it's direct to the client, a parent account, or a third party, tailored to the scale and scope of the job.

Absolutely. Service agreements are integrated with Smart Service’s Billing and Invoicing to ensure seamless invoicing and payment collection.

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.

Dynamic Invoicing is a feature within Smart Service that allows businesses to customize their invoicing process to match specific job requirements and customer preferences, automating billing based on set triggers like job completion or job milestones.

Yes! Smart Service can collect deposits or full payments during the booking process, ensuring customer commitment and improving cash flow.

Yes, all transactions processed through Smart Service are secure with PCI-compliant encryption, safeguarding your business and customers' information.

Smart Service Payment Processing supports a variety of payment options including credit/debit cards, electronic checks (ACH), and online payments, ensuring you can meet the preferences and needs of your customers.

Manual' invoicing allows you to create invoices at your discretion with a single click, whereas 'Immediate' invoicing automatically generates an invoice when a job is marked as completed, optimizing the billing cycle for efficiency.

By automating and customizing your invoicing, Dynamic Invoicing reduces manual data entry, minimizes errors, and ensures timely invoicing, which leads to improved cash flow management and customer satisfaction.

Yes, Smart Service supports recurring billing, allowing you to automate ongoing charges for regular services and simplifying the payment process for both your business and your customers.

Yes, Smart Service provides customizable invoice templates that allow you to align the invoice presentation with your brand and the specific details needed by your clients.

iFleet is a mobile field service management app designed to help technicians manage schedules, work orders, and customer information on iOS/Android devices. It syncs with Smart Service Desktop to streamline field operations.

While iFleet does not directly sync with QuickBooks™, Smart Service Desktop handles QuickBooks™ integration, managing invoices, payments, and customer information for your business.

Yes, iFleet offers offline functionality, allowing technicians to complete work orders, track time, and take notes even without an internet connection. The data syncs once the connection is restored.

iFleet allows technicians to manage job schedules, take notes, capture photos, access service histories, track equipment, create estimates, get signatures and process payments all in one app.

iFleet allows technicians to process credit card or check payments on-site, helping to speed up cash flow and simplify payment collection.

Yes, iFleet supports custom forms, which can be used for state-specific or industry-required documentation, ensuring your business remains compliant with local regulations.

Yes, iFleet is compatible with both iOS and Android devices, giving your technicians access to job details and schedules from any device.

Disposition tracking provides real-time updates on your workforce’s status. Whether employees are in transit, on-site, or clocked in, you’ll have complete visibility over your team’s activity, helping you allocate resources effectively.

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.

Yes, iFleet offers technician tracking, enabling you to monitor technician locations and job progress as they complete tasks in the field.

The Human Resource Center is an all-in-one employee management platform that helps businesses track time, organize crews, and manage employee data. It streamlines workforce management, making it easier to oversee your entire team from a single platform.

Employees have the ability to clock in and out using their mobile devices, with the system automatically calculating work hours and overtime, reducing the need for manual timekeeping and ensuring accuracy.

Yes, Smart Service automates commission calculations based on your business rules. This eliminates the need for manual tracking, reduces errors, and ensures accurate payouts.

Technicians can collect payments directly in the field, ensuring faster billing and reducing paperwork. Payments are processed securely and efficiently.