P

G

Innovative Features
Built With Your Business In Mind

Maximize Efficiency, Productivity and Profits
Experience a platform that effortlessly integrates the features you need into seamless workflows for all your job types.
0
0
A smart service cloud is displayed on a computer screen.
SmartService work order UI
A blue circle with the words "your location" written in white.
A blue circle with the words "your location" written in white.

Maximize Efficiency,
Productivity and Profits

Streamline your operations, from customer acquisition to payment processing and everything in between - in one easy-to-use platform.

Work smarter not harder with smartservice

Get the Customer

Marketing Solutions for Continuous Growth  
Fuel Your Company with New Business 
Marketing features to help you attract, engage, and convert customers, fueling ongoing growth and optimizing workflows.
Email Campaigns

Service Email CampaignsEnhance your marketing effectiveness with Smart Service's Email Marketing Campaigns.

A screenshot of a new email campaign page.
SMS Campaign

Reach Customers Instantly and Drive More Business.

A screenshot of a website with a green chat box that says "hi".
Online Booking

Smart Service’s Online Booking feature allows your customers to schedule jobs on your terms, anytime, anywhere.

A woman looking at her phone with a calendar on the screen.
Lead Form

With Smart Service’s Lead Intake Forms, generating and managing leads has never been easier.

A person holding a phone with a QR code on it.
A screenshot of a website with a service reminder.

Work smarter not harder with smartservice

Schedule the Customer

 Scheduling Features That Fit 
Effortless Scheduling for Maximum Productivity
Take control of your schedule with intuitive features that enhance operations. From complex, multi-day tasks to routine service calls and recurring jobs, each type of work is managed efficiently, ensuring smooth operations and increased profitability.
Dispatch Board

Whether juggling technicians, crews, or a combination, the Dispatch Board gives you full visibility and control to ensure every job is handled efficiently and that no task falls behind.

A man sitting in a chair with a laptop on his lap.
Job Types

Keep your team organized, ensuring every job is completed on time and within budget.

A list of people with their names and a percentage of their time spent on a computer.
Quick Entry

Avoid repetitive data entry, reduce administrative workload, and accelerate your scheduling process, all with just a few clicks.

A screen with a menu of services including drain cleaning.
Crew Scheduling

Whether your jobs require a small team or a large crew, you can easily schedule, track, and adjust from one centralized system.

A flow chart showing the process of recurring window cleaning.
Asset Scheduling

Assign assets effortlessly, preventing conflicts and ensuring the right resources are always available.

A man is holding a tablet with a screen that says High.
A smart service cloud app with a list of people and their service times.

Work smarter not harder with smartservice

Sell the Customer

Estimating and Quoting Features That Drive Growth
Close More Deals Faster, Manage Prospective Business Better
Stay organized and on top of prospective business with solutions designed to close deals quickly and track outstanding business. Boost your follow-up processes and watch your profits and revenue grow.
Quote Creation and Conversion

Smart Service allows Sales Reps to generate detailed quotes in just minutes, whether in the office or on-site.

A screen with a blue background and a button that says select.
Dynamic Quoting

Smart Service equips businesses with dynamic quoting capabilities that allow for the presentation of multiple service packages and pricing tiers.

A computer screen displaying a job completion report.
24/7 Quote Approval

This enables customers to review, approve, electronically sign, and even make payments or deposits, 24/7.

A purple and blue chart with the words recurring window cleaning.
Payment and Invoicing

Smart Service not only helps you generate quotes but also allows you to collect deposits and payments directly within the platform.

A black card with a blue square on the bottom.
A blue graph with a red arrow pointing upwards.

Work smarter not harder with smartservice

Do the Work

Work Order Solutions That Ensure Success
Flawless Job Execution, Every Time
Ensure no job falls through the cracks with features designed to assign, track, and manage work orders efficiently in a completely paperless environment. Stay on top of jobs waiting to be completed and eliminate the delays caused by waiting for paper to return to the office. Reduce redundant admin tasks and keep your team aligned and your workflow smooth, delivering results that drive your business forward.
For Admins

Smart Service empowers administrators with features that streamline job scheduling, tracking, and reporting, eliminating manual processes and reducing administrative overhead.

A man in a grey shirt is smiling at the camera.
For Technicians

Technicians can access Smart Service from any mobile device, logging in through a web browser to manage work orders, update job statuses, and efficiently complete tasks.

A man holding a cell phone with a map on the screen.
The Smart Service Cloud App

This app allows for complete digital workflows, improving job efficiency and communication between the field and the office.

A person holding a cell phone with a work order app on the screen.
Custom Forms

By going 100% digital, you not only save time and improve accuracy but also offer your customers a more professional and branded experience.

A computer screen displaying a job completion report.
A tablet screen displaying a work order for a window cleaning service.

Work smarter not harder with smartservice

Get Paid

Billing Features For a Predictable Cash Flow
Shorten your Billing Cycle and Get Paid Faster
Automate your company's invoicing and payment process. Easily deliver on your customer's invoice preferences and offer a wide range of invoicing styles and options perfectly aligned with your workflow.
Dynamic Invoicing

This tool adjusts to the unique demands of your business operations, ensuring that each invoice accurately reflects the scope of work performed.

A bill for $97.99 is displayed on a computer screen.
Payment Processing

Whether collecting deposits to kick off a project or receiving final payments after job completion, Smart Service ensures a seamless workflow for every sales and service process stage.

A credit card with a signature line on it.
CARDCONNECT

Smart Service has partnered with CardConnect, a leader in payment processing, to provide service trade businesses with secure, reliable, and cost-effective payment solutions.

A person holding a cell phone with the words "Payment" on the screen.
QuickBooks™ Integration

Integrate Smart Service with QuickBooks™ to ensure your billing, invoicing, and payment collection processes are aligned with your bookkeeping.

A card that says Intuit Quickbooks on it.
A man is shown on a map with a click to pay button. Smart Service

Work smarter not harder with smartservice

Administration Features

Next-Generation Solutions for a Modern Back Office 
Simplify Administration 
Manage your back office with ease. Utilize features that combine the latest in AI, automation, and innovation. Eliminate manual tasks, whiteboards, spreadsheets, and multiple systems that create more "workarounds" and inefficiencies. Perfect your operations by leveraging these features to handle everything from employee time tracking to inventory management.
Task Boards

Whether it’s following up with customers, managing service agreements, or assigning administrative duties, Task Boards automate tasks to help you stay organized and efficient.

A man is shown on a screen with a progress bar.
Inventory Management

With this system, businesses can avoid unnecessary purchases, reduce downtime, and ensure technicians always have the parts they need on hand.

A man is sitting in front of a tablet that shows a screen with a list of items.
Asset Management

From preventing scheduling conflicts to optimizing equipment usage, this feature ensures that all assets are accounted for and in the right place at the right time.

A tablet screen with a list of assets.
Dashboard

Leverage Data into Actionable Insights to Drive Your Business Forward.

A pie chart showing the number of appointments by date by employee. Smart Service
A computer screen with a menu of options.

Work smarter not harder with smartservice

Customer Experience

Deliver a Connected Experience That Puts Your Clients First
Customers experience
Enhance your customer's experience with features that prioritize convenience and communication. Provide self-service features like booking appointments and making payments. Keep customers informed and engaged with notifications. Maintain efficient communication through real-time updates and user-friendly tools that streamline interactions and ensure customer satisfaction.
Customer Portal

By offering a seamless user experience, the portal drives loyalty and repeat business, promoting long-term growth.

A woman wearing headphones and a blue shirt is working on a laptop. Smart Service
Smart Notifications

Keep your customers informed every step of the way.

A woman is looking at her cell phone. Smart Service
Two-Way Text Messaging

Upgrade to Smart Service Cloud’s Two-Way Text Messaging and experience a new era of efficient, responsive interaction.

A man and woman are texting each other on their cell phones. Smart Service
A person holding a cell phone with a work order app on the screen.

Work smarter not harder with smartservice

youR tribe will thrive

Book a Demo and Experience the Smart Service Advantage

Ready to Refine Your Workflow from Start to Finish?

Unlock your business's full potential with workflow optimization. Schedule your personalized demo today to discover how Smart Service’s innovative features can streamline every aspect of your operations, ensuring a smoother, more efficient workflow that drives success.
A man wearing glasses and a red tie.A man with long hair and a beard smiles for the camera.A woman with a smile on her face.
Talk to one of our Smart Service specialists
book a demo