Transform Your HVAC Business with Workflow Optimization
Handle Every Job Type with Ease Using Smart Service
Smart Service makes it easy to handle every job type with a flexible, all-in-one field service management software. Our platform optimizes your workflow, ensuring that your team can schedule, dispatch, and track jobs efficiently. With features like real-time updates and powerful mobile access, you can manage jobs seamlessly while keeping your accounting always accurate and up to date with QuickBooks™ integration.
Transform Your HVAC Business with Workflow Optimization
Handle Every Job Type with Ease Using Smart Service
Smart Service makes it easy to handle every job type with a flexible, all-in-one field service management software. Our platform optimizes your workflow, ensuring that your team can schedule, dispatch, and track jobs efficiently. With features like real-time updates and powerful mobile access, you can manage jobs seamlessly while keeping your accounting always accurate and up to date with QuickBooks™ integration.
Transform Your HVAC Business with Workflow Optimization
Handle Every Job Type with Ease Using Smart Service
Optimize Your Routes with Precision and Efficiency
Dynamic Routing
Smart Service Suggestions
Key Advantages of Smart Service’s Routing Solutions
Work smarter not harder with smartservice
key benefits
Manage Every Job Type with Ease and Efficiency
From Service Calls to Complex Projects, Smart Service Handles It All
Every service trade business juggles different job types, each requiring unique workflows. Smart Service ensures you can manage every type of job—whether it’s a one-time service call, routine maintenance, or a multi-day installation—with the same level of efficiency and organization.
Smart Service streamlines operations for both residential and commercial clients. It helps you stay on top of everything, from dispatching technicians to managing recurring work and complex projects. By optimizing workflows and reducing manual effort, Smart Service ensures that no job type slows your business down.
Work smarter not harder with smartservice
key benefits
Manage Every Job Type with Ease and Efficiency
From Service Calls to Complex Projects, Smart Service Handles It All
Every service trade business juggles different job types, each requiring unique workflows. Smart Service ensures you can manage every type of job—whether it’s a one-time service call, routine maintenance, or a multi-day installation—with the same level of efficiency and organization.
Smart Service streamlines operations for both residential and commercial clients. It helps you stay on top of everything, from dispatching technicians to managing recurring work and complex projects. By optimizing workflows and reducing manual effort, Smart Service ensures that no job type slows your business down.
Service Calls
Minimize response time and maximize customer satisfaction
Smart Service allows you to respond quickly to customer requests by scheduling service calls with ease. Assign the nearest available technician and ensure timely service, reducing travel time and boosting customer satisfaction.
Recurring Jobs
Automate your maintenance jobs and ensure every appointment is on time
Smart Service ensures that every recurring job is scheduled and completed on time, whether it’s for preventive maintenance or a long-term service agreement. Automating these jobs helps you retain consistent revenue while keeping your customers happy.
Multi-Day Jobs
Stay flexible and keep large projects on track
With Smart Service, you can manage large, multi-day projects with ease. Adjust schedules, assign resources, and keep everything on track, even when unforeseen changes arise.
Route Work
Automate route work for maximum productivity
Smart Service takes the hassle out of route work. Using Dynamic Routing, you can group jobs by location and frequency, creating optimized routes in minutes. Smart Suggestions makes it easy to fit new jobs into existing routes, reducing travel time and boosting productivity.
Residential and Commercial Services
Flexibility to manage all types of clients, from homes to businesses
Smart Service enables you to handle the unique needs of both residential and commercial clients. Manage service histories across multiple locations, set up customized invoicing, and ensure timely service delivery for all your customers, no matter the size of their operations.
Work smarter not harder with smartservice
features
Maximize Efficiency with Smart Service’s HVAC Field Management Tools
Streamline Every Aspect of Your HVAC Operations
Smart Service provides an all-in-one solution for HVAC businesses, helping you automate processes, manage teams, and improve customer satisfaction. Below are key features tailored to optimize HVAC workflows, reducing administrative burdens while increasing profitability.
Real-Time Scheduling
With Smart Service, you can automatically assign jobs based on technician expertise, availability, and proximity, ensuring every task is scheduled with precision. This minimizes delays, maximizes efficiency, and keeps your team operating at full capacity.
Mobile App for Technicians
Equip your technicians with the tools they need to succeed in the field. The Smart Service mobile app allows real-time access to job details, scheduling, and invoicing, while enabling technicians to update service records, capture photos, and track customer equipment—eliminating the need for paperwork.
Work Order Management
Simplify job management by easily creating, assigning, and tracking work orders. Smart Service offers real-time updates and robust reporting tools to monitor job progress and technician performance, leading to more organized operations and better service delivery.
Customer Management
Keep all your customer information organized in one central platform. Manage service histories, automate follow-ups, and provide clients with easy access to the customer portal for streamlined communications and quicker payments.
QuickBooks™ Integration
Smart Service syncs seamlessly with QuickBooks™ to ensure your accounting is always accurate. Avoid the hassle of double data entry and automate invoicing processes to accelerate payments and maintain financial accuracy.
HVAC businesses face unique operational challenges, from managing urgent service calls to handling long-term service agreements. These obstacles can slow down operations and reduce customer satisfaction. Smart Service provides the tools needed to streamline workflows, allowing businesses to overcome inefficiencies and deliver exceptional service.
From managing multiple technicians to tracking recurring maintenance, the demands are high.
- Scheduling Inefficiencies HVAC businesses often struggle with scheduling jobs, leading to delays and missed appointments. Finding available technicians and coordinating jobs can be time-consuming and prone to errors.
- Manual Processes Relying on paper-based systems for work orders and job tracking can slow down operations and increase the chance of errors.
- Customer Management Managing customer information, service histories, and billing for both residential and commercial clients can be complex and overwhelming without the right tools.
- Field Service Tracking Tracking technicians’ locations and job progress in real-time is essential for providing timely service, but many businesses lack this capability.
- Route Optimization Poorly planned routes result in excessive travel time and fuel costs, reducing overall efficiency.
- Cash Flow Management Delays in invoicing and manual data entry errors can cause significant cash flow issues, making it harder to manage finances efficiently.
- Multi-Day Projects Managing large, multi-day installations requires flexibility and real-time updates to adjust schedules and resources.
- Managing Commercial Clients with Multiple Locations HVAC businesses serving commercial clients often need to manage multiple locations under one parent account. Tracking job history, customer equipment, and service details at the location level while rolling everything like invoicing and service agreements up to the parent customer is complex without the right system.
key advantages of smartservices:
- Automate Scheduling Smart Service’s advanced scheduling tools help assign jobs efficiently, reducing delays and optimizing technician availability.
- Go Paperless By digitizing work orders and job tracking, Smart Service eliminates manual processes, improving accuracy and speeding up workflows.
- Improve Customer Management Smart Service’s CRM features allow HVAC businesses to store customer details, track service histories, and automate billing across all clients, simplifying management.
- Real-Time Tracking Smart Service provides real-time updates on technician locations and job progress, allowing for better field management.
- Optimize Routes With Dynamic Routing and Smart Suggestions, Smart Service helps businesses reduce travel time and fuel costs by automating route planning.
- Ensure Accurate Accounting With QuickBooks™ integration, Smart Service keeps your accounting accurate and up to date, eliminating manual data entry and cash flow issues.
- Manage Multi-Day Jobs with Flexibility Adjust schedules and resources in real-time for large projects, ensuring smooth operations throughout long-term jobs.
- Simplify Multi-Location Management Smart Service handles custom hierarchies, allowing HVAC businesses to manage jobs, job history, and customer equipment at the location level while everything rolls up to the parent customer, simplifying complex commercial client management.
Work smarter not harder with smartservice
workflow
Streamline Processes, Save Time, and Increase Profitability with Smart Service
HVAC businesses often face significant workflow challenges, from managing customer requests to dispatching technicians and handling invoicing. These manual processes can slow down operations, leading to inefficiencies and lost revenue.
Smart Service provides tailored workflow automation designed specifically for HVAC businesses. By automating critical tasks, Smart Service allows your team to focus on what matters most—delivering exceptional service and growing your business.
.svg)
- Marketing Capture leads through integrated email campaigns, lead forms, and online booking. Keep your pipeline full by generating new opportunities automatically and staying connected with potential customers.
- Estimate/Quote Quickly generate accurate estimates and quotes, track follow-ups, and easily convert them into jobs. Eliminate guesswork and ensure your HVAC customers receive detailed, professional estimates right away.
- Job Scheduling Automate appointment and work order creation, scheduling jobs based on technician skill sets, availability, and location. Reduce scheduling conflicts and keep your team running at full capacity.
- Dispatch & Communication Send job details, updates, and routes directly to technicians through the Smart Service mobile app. Ensure they have the right information to complete each job efficiently and on time.
- On-Site Service Technicians can log their time, capture customer signatures, and submit work orders digitally. This seamless process eliminates paperwork and ensures all service records are accurate and up to date.
- Invoicing & Billing Invoice directly from the office or on-site, with automatic sync to QuickBooks™ to ensure accounting is always accurate and up to date, reducing delays and errors in your billing cycle.
Work smarter not harder with smartservice
customers say
Smart Service allows us to communicate job information seamlessly between the office and the field.
Love that techs can see history of the customers, less phone calls to the office.
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.
I now capture a lot of bids right away, sent to me direct from the field.
I love that the techs can see prior notes and histories on the customers they service.
Work smarter not harder with smartservice
Customers success
Centralize Customer Data and Deliver Exceptional Service
Smart Service’s CRM is fully integrated into the field service management software, giving HVAC businesses a centralized platform for managing customer relationships. With all customer interactions, service histories, and data organized in one place, your team can work more efficiently while delivering a superior customer experience. This allows HVAC companies to track details like service histories, jobs, quotes, invoices, and service agreements without needing separate systems.
Smart Service enables HVAC businesses to provide personalized communication and automated follow-ups, ensuring that customers receive timely service updates. Clients can also access the customer portal to view service histories, request services, and make payments—reducing administrative tasks for your office.
Customer database management features include:
- Quick and easy access to customer details and service histories, allowing for more efficient scheduling and dispatching.
- Real-time updates to customer records, ensuring that both office staff and technicians have the most accurate information.
- Comprehensive tracking of customer interactions, from service calls to follow-up communications.
- Detailed reporting on customer activity, service histories, and technician performance, helping you make data-driven decisions.
Our CRM capabilities allow you to:
- Maintain complete customer records, including contact details, service history, and equipment information, in one centralized location.
- Track every interaction, from phone calls to follow-up emails, ensuring no communication slips through the cracks.
- Automate the management of Service Agreements and Preventative Maintenance, keeping customers on schedule and ensuring equipment performance.
- Manage invoicing and billing with ease, keeping accounts up to date and cash flow steady.
- Analyze customer data to create targeted service offerings and upsell maintenance agreements or additional HVAC services.
- Enhance customer satisfaction with personalized communication, automated reminders, and real-time service updates.
Work smarter not harder with smartservice
customers portal
Revolutionize Your Workflow with the Smart Service Customer Portal – Convenience, Efficiency, and Loyalty at Your Fingertips
The Smart Service Customer Portal is a revolutionary tool for service trade businesses, transforming how you interact with your customers and manage workflows. By automating essential tasks like job booking, invoicing, and payments, the portal optimizes operations while offering customers the convenience of 24/7 access to what they need.
With the Customer Portal, your clients can book jobs, check service histories, and make payments at their convenience. This self-service option reduces administrative workloads for your office staff, accelerates the payment cycle, and improves overall customer satisfaction. By putting control in the hands of your customers, the portal enhances efficiency and encourages repeat business through a seamless experience.
The Smart Service Customer Portal solves key challenges such as
- Automating job bookings, freeing up office staff from manual scheduling tasks.
- Simplifying invoicing and payments, reducing delays and improving cash flow.
- Offering 24/7 access to book services, enhancing customer satisfaction and experience.
- Reducing operational costs by streamlining routine processes and minimizing administrative work.
- Promoting repeat business and loyalty by making service management easier for customers.
- Increasing operational efficiency by automating routine service tasks, allowing your team to focus on higher-value activities.
By offering your customers a convenient and intuitive self-service platform, the Smart Service Customer Portal fosters loyalty, repeat business, and customer referrals. It’s a powerful tool that not only optimizes your workflow but also positions your business as more responsive and customer-centric.
Empower Your Customers with 24/7 Access to Services
Revolutionize Your Workflow with the Smart Service Customer Portal – Convenience, Efficiency, and Loyalty at Your Fingertips
With the Smart Service Customer Portal, you can:
- Automate Job BookingsCustomers can book services directly through the portal, reducing phone calls and scheduling errors.
- Provide Invoicing and Payment OptionsCustomers can view invoices and make payments online, speeding up the payment process and improving cash flow.
- Offer Service History AccessCustomers can review their service histories at any time, building trust and transparency.
- Reduce Operational CostsAutomating routine tasks through the portal means your team spends less time on admin and more time on high-value work.
- Encourage Repeat BusinessThe convenience of the portal encourages customers to return for future services and recommend your business to others.
- Boost Customer LoyaltySelf-service options give your customers control, enhancing satisfaction and building long-term loyalty.
Work smarter not harder with smartservice
marketing
and Boost Revenue
Drive More Business with Smart Service’s Marketing Tools
Drive Business Growth and Automate Your Marketing Efforts
Smart Service offers a powerful suite of marketing features designed to help service trades businesses grow by automating key marketing tasks. From reaching out to potential customers to driving repeat business, Smart Service integrates your marketing with other workflows like scheduling, quoting, job management, invoicing, and payments. By simplifying customer outreach, lead generation, and engagement, Smart Service enables businesses to focus on delivering excellent service while ensuring their marketing efforts run seamlessly in the background.
Smart Service’s marketing tools support your business growth by automating the time-consuming tasks that often slow down service trades businesses. With seamless integration into your daily workflows, these tools not only enhance customer engagement but also boost revenue by making marketing efforts effortless.
Key Marketing Tools and Their Benefits:
- Email CampaignsMaintain customer engagement with automated, targeted email campaigns. Smart Service helps you segment your audience and send personalized messages that promote chimney maintenance, special offers, or seasonal promotions—ensuring consistent outreach without adding extra work.
- Online Booking IntegrationAllow your customers to book chimney services directly through your website. This feature streamlines appointment scheduling, reducing the need for phone calls or emails while automatically adding new jobs to your calendar, improving workflow efficiency.
- Lead Forms for Your WebsiteCapture potential customers through customizable lead forms on your website. Smart Service makes it easy to follow up on inquiries, turning website visitors into paying customers, and automating the lead management process.
- Text CampaignsStay connected with your customers through SMS text campaigns, sending out reminders for chimney inspections, service reminders, or special offers. Text messaging is an immediate and effective way to boost customer engagement and ensure timely communication.
- Customer Communication and Review GenerationAutomate follow-up messages after service calls to encourage customers to leave reviews, improving your online reputation. Positive reviews help build trust and generate more business through word-of-mouth and referrals.
Work smarter not harder with smartservice
analytics
Unlock the Power of Data with Customizable Dashboards and Real-Time Insights
Smart Service’s Dashboards—Insights and Analytics feature empowers service trade businesses with real-time data and reporting, enabling you to make informed decisions, streamline operations, and improve overall efficiency. By providing detailed insights across key metrics, Smart Service ensures that you have the actionable data needed to drive growth and optimize workflows.
With Smart Service’s Dashboards—Insights and Analytics, service businesses can gain complete visibility into their operations. From understanding sales and customer behaviors to improving workforce efficiency and cash flow, this feature enables data-driven decisions that lead to better service, profitability, and customer satisfaction.
.webp)
- Call Metrics Gain insights into your team’s call activities with detailed tracking of call counts by employee, call status (such as completed or scheduled), and categorization. This helps you monitor communication effectiveness and identify top performers within your team.
- Appointment Metrics Monitor appointment status by employee, city, crew, or date. See metrics such as canceled, completed, in-route, or rescheduled appointments, helping to optimize technician schedules and enhance productivity.
- Work Order Metrics Track work orders by status (completed, in progress, scheduled), job type, and priority. Understand job completion times and workforce efficiency to eliminate bottlenecks and improve service delivery.
- Customer Metrics Analyze customer data, including activity by date, payment terms, acquisition sources, and marketing performance. Identify top customer segments, optimize payment terms, and refine marketing efforts for better customer engagement.
- Sales and Quote Metrics Measure performance by sales rep, revenue type, job type, or location. Track the progress of quotes and their conversion rates, and analyze revenue generated from different job types and marketing sources.
- Service Agreement Metrics Monitor service agreements by renewal status, contract count, and sales rep performance. Track active, expired, or pending agreements to maintain recurring revenue streams and ensure long-term customer satisfaction.
- Invoice and Payment Metrics Keep track of open, paid, and voided invoices. Dive into revenue by payment method and source, and analyze line-item details to better understand popular services and identify pricing opportunities.
- Time Card Metrics Track employee hours, overtime, and productivity across shifts and job types. Ensure accurate payroll management while identifying trends in labor costs and time efficiency.
Work smarter not harder with smartservice
make an action
Maximize Your Business Potential with SmartService
Smart Service gives you the tools to automate your workflow, improve operational efficiency, and deliver an exceptional customer experience. With real-time scheduling, customer management, and invoicing solutions, you can eliminate inefficiencies and focus on what truly matters—growing your business.
F
A
Q
Yes, Smart Service allows you to send automated notifications and reminders to customers, keeping them informed about upcoming appointments, job statuses, and invoices, improving overall customer satisfaction.
Yes! The Smart Service mobile app gives your technicians real-time access to job details, schedules, and invoicing on the go. This allows them to stay connected and complete jobs more efficiently, reducing paperwork and delays.
Smart Service streamlines the invoicing process by allowing you to generate invoices from both the office and the field. Integrated payment processing helps you get paid faster, improving cash flow and reducing billing cycles.
Yes, Smart Service seamlessly integrates with QuickBooks™, allowing you to sync products, services, and invoices in real time. This eliminates double data entry and helps streamline your bookkeeping, ensuring accurate invoicing and faster payments.
Yes, by automating key processes like scheduling, invoicing, and job management, Smart Service reduces manual administrative tasks, freeing up time for you to focus on growing your business.
Yes, Smart Service makes it easy to schedule and manage recurring jobs. You can automate recurring appointments, ensuring that no jobs fall through the cracks.
Yes, Smart Service allows you to automate recurring appliance maintenance jobs, ensuring that they are scheduled on time and never missed.
Yes, Smart Service’s mobile app allows technicians to create and send invoices directly from the job site, ensuring faster payments and eliminating delays.
Absolutely. Smart Service centralizes all customer data, including service histories, equipment details, and invoices, making it easier to manage customer relationships and improve customer satisfaction.
Yes, Smart Service’s mobile app allows technicians to add parts, update job details, and submit work orders directly from the field, ensuring real-time updates and accuracy.
Yes, with Smart Service’s Customer Portal, your customers can book appliance repairs online, view service histories, and make payments—making the process more convenient for both you and your clients.
Yes, Smart Service provides real-time updates on technician performance and job completion, helping you monitor productivity and improve operations.