Property Management Software with Workflow Automation
Manage Maintenance Requests, Tenant Service Histories, and Work Orders in Real-Time
Smart Service helps property managers automate key tasks like job scheduling, dispatching, and invoicing, cutting down on manual processes and improving the overall management of properties. With Smart Service’s mobile app, your technicians can manage work orders, track progress, and submit updates from the field, providing greater control over your operations.
Property Management Software with Workflow Automation
Manage Maintenance Requests, Tenant Service Histories, and Work Orders in Real-Time
Smart Service helps property managers automate key tasks like job scheduling, dispatching, and invoicing, cutting down on manual processes and improving the overall management of properties. With Smart Service’s mobile app, your technicians can manage work orders, track progress, and submit updates from the field, providing greater control over your operations.
Property Management Software with Workflow Automation
Manage Maintenance Requests, Tenant Service Histories, and Work Orders in Real-Time
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
Work smarter not harder with smartservice
key benefits
Work smarter not harder with smartservice
features
Enhance Property Management Operations with Smart Service
Automate Scheduling, Manage Tenant Requests, and Streamline Invoicing
Smart Service offers property management companies a comprehensive set of tools designed to automate key processes like job scheduling, invoicing, and tenant communication. By digitizing workflows, Smart Service helps property managers reduce administrative tasks and focus on improving tenant satisfaction and property maintenance.
Real-Time Scheduling
Smart Service’s real-time scheduling automates job assignments by recommending the best time slots based on technician availability, skillset, and drive time. This feature helps property management businesses assign jobs faster and more accurately, reducing downtime and improving overall service delivery.
Mobile App for Technicians
Empower your property management technicians with real-time access to job details, tenant information, and invoicing through Smart Service’s Mobile App. Custom forms like work orders and inspection checklists can be completed digitally, allowing your business to go 100% paperless while improving accuracy and saving time.
Work Order Management
Smart Service simplifies work order management by allowing you to create, assign, and track work orders in real-time. Detailed reporting on technician productivity and job completion helps property managers make data-driven decisions and ensure timely service.
Customer Management
Smart Service’s CRM centralizes all tenant data, service histories, and service agreements, allowing property managers to automate communication and control access to the customer portal. This improves tenant retention and streamlines tenant interactions.
QuickBooks™ Integration
Smart Service integrates seamlessly with QuickBooks™, syncing products, services, and invoices. This eliminates double data entry, reduces errors, and ensures faster, more accurate invoicing and financial management.
Property management businesses often face significant operational challenges, from managing tenant service requests to scheduling recurring maintenance jobs and keeping up with invoicing. Without the right tools, these tasks can lead to inefficiencies, missed appointments, and delayed payments. Smart Service offers a complete solution that helps property management companies automate their workflows, reduce manual tasks, and improve tenant satisfaction.
From managing multiple technicians to tracking recurring maintenance, the demands are high.
- Scheduling Inefficiencies Property managers often struggle to keep up with scheduling multiple maintenance jobs, leading to delays and missed appointments.
- Manual Processes Relying on paper-based systems for job management, tenant communication, and invoicing results in errors and wasted time.
- Customer Management Without a centralized system, tracking tenant service histories and managing service agreements becomes cumbersome, reducing the ability to provide timely services.
- Field Service Tracking A lack of real-time technician tracking makes it difficult to monitor job progress and provide accurate updates to tenants, reducing service quality.
- Route Optimization Poorly optimized routes result in wasted time, higher fuel costs, and fewer completed jobs, reducing overall productivity.
- Cash Flow Management Delays in invoicing and payment processing can disrupt cash flow, making it difficult for property managers to maintain financial stability.
- Multi-Day Projects Complex maintenance projects often require multiple days and demand flexible scheduling and real-time updates to keep everything on track.
- Service Agreements Managing recurring maintenance tasks tied to service agreements without automation can lead to missed appointments and unsatisfied tenants.
key advantages of smartservices:
- Automate Scheduling Smart Service automates job assignments for maintenance requests, ensuring jobs are scheduled based on technician availability and proximity, reducing delays and missed appointments.
- Digitize Manual Processes Eliminate paperwork by digitizing job management and invoicing, reducing errors and administrative time, allowing property management companies to focus on delivering service.
- Centralize Tenant Data Smart Service’s CRM stores all tenant information, service histories, and maintenance schedules in one place, improving communication and ensuring timely follow-ups.
- Real-Time Technician Tracking Monitor technician locations and job progress in real-time, ensuring efficient job completion and accurate updates for tenants.
- Optimize Routes Smart Service’s Dynamic Routing groups jobs by location, reducing travel time and fuel costs, allowing technicians to complete more jobs each day.
- Streamline Invoicing Use Smart Service’s invoicing software to automate billing, reducing delays in payments and improving cash flow management.
- Manage Multi-Day Projects Smart Service allows you to manage large maintenance projects over multiple days, ensuring flexibility and real-time updates to schedules and resources.
- Automate Service Agreements Automate recurring maintenance jobs tied to service agreements, ensuring appointments are never missed and tenant satisfaction remains high.
Work smarter not harder with smartservice
workflow
Automate Job Scheduling, Tenant Requests, and Billing to Save Time and Increase Profitability
Property management companies often struggle with managing tenant requests, tracking maintenance jobs, and handling paperwork for invoicing and service agreements. Relying on manual processes or rigid software systems adds unnecessary complexity and slows down your operations. With Smart Service, you can automate these repetitive tasks and customize your workflows, moving away from outdated methods like pen and paper.
Smart Service provides workflow automation tailored specifically to the needs of property management businesses. From automating job scheduling to managing tenant communication and invoicing, Smart Service allows you to manage your business your way.
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6 Key Benefits of Smart Service for Property Management
- Marketing Capture leads and stay connected with tenants and property owners through integrated email campaigns, lead forms, and online booking. Smart Service allows you to automate customer outreach, ensuring you never miss an opportunity to engage with your clients.
- Estimate/Quote Generate accurate estimates and quotes for maintenance jobs quickly. Smart Service tracks follow-ups and converts leads into jobs, allowing you to manage the sales process efficiently.
- Job Scheduling Automate job assignments based on technician availability and skillset. Smart Service ensures that every job is scheduled accurately, preventing scheduling conflicts and improving response times for tenant requests.
- Dispatch & Communication Send job details and updates directly to your maintenance technicians via Smart Service’s Mobile App. This ensures that technicians have all the information they need to complete the job quickly and accurately.
- On-Site Service Technicians can log time, capture tenant signatures, and submit work orders directly from the job site, eliminating paperwork and providing real-time updates to your office staff.
- Invoicing & Billing Create and send invoices from the office or on-site, shortening billing cycles and ensuring faster payments. Automating invoicing with Smart Service reduces administrative work and improves cash flow.
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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 Data, Improve Retention, and Streamline Operations with Smart Service
Property management businesses often deal with multiple tenants, service agreements, and maintenance requests, which can become difficult to manage without the right tools. Smart Service’s CRM capabilities are fully integrated into the field service management software, allowing property managers to track tenant interactions, manage service agreements, and handle invoicing—all from one platform. By centralizing customer data, Smart Service helps property management companies improve tenant retention, reduce manual work, and enhance operational control.
Customer database management features include:
- Easily searching and retrieving tenant information.
- Updating tenant records in real-time to ensure data accuracy.
- Tracking tenant activity and service history to provide personalized service.
- Generating reports on tenant activity, service performance, and growth opportunities.
Our CRM capabilities allow you to:
- Store tenant contact information and service histories in one centralized database.
- Track interactions such as phone calls, emails, and maintenance requests.
- Track and manage Service Agreements and Preventative Maintenance schedules.
- Manage invoicing and billing, ensuring all accounts are accurate and up to date.
- Analyze tenant data to identify trends and create targeted campaigns for upselling or offering additional services.
- Provide personalized communication, automated follow-ups, and tenant reminders to enhance satisfaction.
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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 game-changing feature for property management businesses. It enhances workflow optimization by automating tasks such as job booking, invoicing, and payments, allowing property managers to focus on tenant satisfaction and property upkeep. With 24/7 access to essential services, tenants can book services, view invoices, and make payments online, all from the convenience of their own devices.
- Reduce operational costs with automated service booking and invoicing processes.
- Encourage repeat business and improve tenant loyalty with self-service options.
- Streamline service processes by providing tenants with instant access to information.
- Receive faster payments with automated invoicing and online payment options.
- Minimize administrative tasks by allowing tenants to manage their own service requests and payment histories.
By offering tenants an intuitive self-service portal, property management businesses can improve tenant satisfaction, boost retention rates, and generate more referrals. The convenience and efficiency provided by the Smart Service Customer Portal make it a must-have tool for any property management business looking to improve operations.
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.
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marketing
and Boost Revenue
Drive More Business with Smart Service’s Marketing Tools
Automate Lead Generation, Tenant Engagement, and Increase Revenue
Smart Service provides property management businesses with a suite of marketing tools designed to automate customer outreach, capture leads, and grow your business. With seamless integration into workflows like job scheduling, quoting, and invoicing, Smart Service allows you to focus on managing properties while driving revenue growth.
By automating marketing tasks, Smart Service helps property management businesses increase customer engagement, improve communication, and generate more business—all while minimizing manual effort.
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.
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analytics
Unlock the Power of Data with Customizable Dashboards and Real-Time Insights
Property management businesses require access to real-time data for making informed decisions and improving service delivery. Smart Service’s Dashboards—Insights and Analytics provide property managers with the metrics they need to track performance, manage maintenance jobs, and improve tenant satisfaction. With real-time data at your fingertips, you can optimize workflows, enhance operational efficiency, and grow your business.
Smart Service’s Dashboards—Insights and Analytics help property managers make data-driven decisions that improve technician productivity, enhance tenant satisfaction, and boost overall profitability.
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Key Metrics Tracked in Dashboards—Insights and Analytics
- Call Metrics Track tenant service requests, appointments, and communications to improve tenant engagement and reduce response times.
- Appointment Metrics Monitor appointment completions, cancellations, and rescheduling to ensure timely service for tenants.
- Work Order Metrics Track job progress and completion times to ensure maintenance tasks are completed on schedule.
- Customer Metrics Analyze tenant data, service histories, and service agreements to improve retention and provide personalized service.
- Sales/Quote Metrics Measure quote conversions and revenue generated from maintenance jobs to identify growth opportunities.
- Service Agreement Metrics Track active service agreements and recurring maintenance tasks to ensure consistent revenue.
- Invoice/Payment Metrics Monitor open and paid invoices, helping you maintain healthy cash flow and reduce payment delays.
- Time Card Metrics Track technician hours and productivity to ensure accurate payroll and labor management.
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
Smart Service revolutionizes job scheduling by streamlining operations and improving efficiency across various job and customer types. With drag-and-drop scheduling, you can easily adjust appointments in real time, while Quick Entries speed up scheduling using pre-configured templates for frequent jobs. Real-time tracking provides full visibility into your technicians’ status, allowing for quick decision-making, and Crew Scheduling simplifies managing teams on larger jobs. Route optimization reduces travel time, enabling your team to complete more jobs in a day, while integrated text messaging keeps everyone informed of schedule changes. Additionally, Smart Service handles a wide range of job types, from one-time service calls to recurring maintenance and multi-day projects, automating scheduling to ensure efficiency. For businesses managing route work, the platform’s optimization tool efficiently groups jobs by proximity. Smart Service also offers flexibility for serving both residential and commercial clients, tracking service histories, equipment, and invoicing preferences. This adaptability ensures your business can seamlessly manage any job or customer type, boosting productivity, efficiency, and customer satisfaction.
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.