Optimize Your Plumbing Business with Workflow Automation
Streamline Operations and Maximize Efficiency with Smart Service
Whether you manage a small team or an entire fleet, Smart Service optimizes your workflow, ensuring that no jobs fall through the cracks and that your team can focus on providing excellent service.
Optimize Your Plumbing Business with Workflow Automation
Streamline Operations and Maximize Efficiency with Smart Service
Whether you manage a small team or an entire fleet, Smart Service optimizes your workflow, ensuring that no jobs fall through the cracks and that your team can focus on providing excellent service.
Optimize Your Plumbing Business with Workflow Automation
Streamline Operations and Maximize Efficiency with Smart Service
Optimize Your Routes with Precision and Efficiency
Dynamic Routing
Smart Service Suggestions
Key Advantages of Smart Service’s Routing Solutions
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key benefits
Manage Every Plumbing Job with Ease and Efficiency
From Emergency Repairs to Complex Installations, Smart Service Handles It All
Every plumbing business juggles different job types, each requiring unique workflows. Smart Service ensures you can manage every type of plumbing job—whether it’s a one-time emergency repair, a recurring maintenance job, or a multi-day installation project—with the same level of efficiency and organization.
Smart Service streamlines operations for both residential and commercial clients. Whether dispatching technicians for an urgent repair or managing complex, multi-day installations, Smart Service optimizes every step of the process. By automating workflows and reducing manual effort, your business can stay on top of everything—from scheduling to tracking service histories—ensuring no task is overlooked.
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key benefits
Manage Every Plumbing Job with Ease and Efficiency
From Emergency Repairs to Complex Installations, Smart Service Handles It All
Every plumbing business juggles different job types, each requiring unique workflows. Smart Service ensures you can manage every type of plumbing job—whether it’s a one-time emergency repair, a recurring maintenance job, or a multi-day installation project—with the same level of efficiency and organization.
Smart Service streamlines operations for both residential and commercial clients. Whether dispatching technicians for an urgent repair or managing complex, multi-day installations, Smart Service optimizes every step of the process. By automating workflows and reducing manual effort, your business can stay on top of everything—from scheduling to tracking service histories—ensuring no task is overlooked.
Service Calls
Minimize response time and maximize customer satisfaction
Smart Service allows plumbing businesses to respond quickly to emergency repairs or on-demand service requests by efficiently scheduling service calls. The software helps assign the nearest available technician, reducing travel time and ensuring timely service.
Recurring Jobs
Automate your maintenance jobs and ensure every appointment is on time
Plumbing businesses thrive on recurring maintenance jobs, like annual inspections or service agreements. Smart Service automates the scheduling of these recurring jobs, ensuring they are completed on time without the need for manual follow-ups.
Multi-Day Jobs
Stay flexible and keep large projects on track
Complex plumbing installations or large-scale renovations often span multiple days. With Smart Service, you can manage multi-day jobs seamlessly, track progress in real time, and adjust schedules and resources as needed to ensure projects stay on track.
Route Work
Automate route work for maximum productivity
Smart Service simplifies route work by allowing plumbing businesses to group jobs by location and optimize routes for technicians. Using Dynamic Routing, your team can reduce travel time and maximize productivity by completing more jobs in less time.
Residential and Commercial Services
Flexibility to manage all types of clients, from homes to businesses
Whether you’re servicing residential homes or handling large commercial properties, Smart Service provides the flexibility to manage every client type. Track service histories, schedule recurring jobs, and customize invoicing to fit the needs of both residential and commercial clients, ensuring timely and personalized service.
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features
Streamline Your Plumbing Operations with Smart Service
Automate Scheduling, Customer Management, and Invoicing for Maximum Efficiency
Smart Service offers a comprehensive suite of features designed specifically for plumbing businesses. From automating job scheduling to syncing with QuickBooks™, Smart Service helps plumbing businesses save time, reduce costs, and improve service delivery. Below are some of the key features and their benefits:
Real-Time Scheduling
Smart Service’s real-time scheduling automates job assignments based on technician skills, availability, and drive time. This ensures faster, more accurate scheduling, reduces downtime, and maximizes technician productivity, allowing your plumbing business to meet growing demand with ease.
Mobile App for Technicians
Empower your plumbing team with Smart Service’s Mobile App. Technicians gain real-time access to job details, customer histories, and invoicing tools—all from the field. With the ability to log time, capture signatures, and submit work orders digitally, your plumbing business can go 100% paperless, improving efficiency and customer satisfaction.
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Work Order Management
Simplify work order management by creating, assigning, and tracking jobs in real-time. Smart Service provides detailed reporting on technician productivity and job completion, allowing you to optimize your operations and deliver better service to customers.
Customer Management
Smart Service’s CRM centralizes all customer data, enabling you to track service histories, automate reminders, and provide clients with access to the customer portal for viewing service details and making payments. This improves customer retention and streamlines communication.
QuickBooks™ Integration
With Smart Service’s seamless integration with QuickBooks™, your plumbing business can eliminate double data entry. Sync your products, services, and invoices automatically, ensuring accurate accounting and faster payments.
Plumbing businesses face numerous operational challenges that can impact their efficiency, customer satisfaction, and profitability. These obstacles range from scheduling inefficiencies to route optimization and managing customer data. Smart Service offers a powerful solution that helps plumbing businesses optimize workflows, reduce manual tasks, and increase overall efficiency.
From managing multiple technicians to tracking recurring maintenance, the demands are high.
- Scheduling Inefficiencies Plumbing businesses often struggle to coordinate service calls efficiently, leading to delays and missed appointments. This impacts customer satisfaction and increases the risk of lost revenue.
- Manual Processes Relying on manual methods for job scheduling, invoicing, and communication leads to time-consuming tasks and potential errors, slowing down operations.
- Customer Management Without a centralized system, managing customer service histories, equipment, and communication becomes cumbersome, resulting in missed opportunities and poor customer follow-ups.
- Field Service Tracking A lack of real-time tracking makes it difficult to monitor technician progress, leading to delayed updates for customers and inefficient resource management.
- Route Optimization Poorly optimized routes waste time and increase fuel costs, reducing technician productivity and leading to higher operational expenses.
- Cash Flow Management Delays in invoicing and payment processing can cause cash flow issues, making it harder for plumbing businesses to maintain financial stability.
- Multi-Day Projects Plumbing projects that span multiple days require flexible scheduling and real-time updates to ensure tasks are completed on time without interruptions.
- Service Agreements and Recurring Jobs Without automated tools, managing recurring jobs like preventative maintenance or service agreements is labor-intensive and prone to errors.
key advantages of smartservices:
- Automate Scheduling Smart Service automates job assignments based on technician skills, availability, and location, ensuring timely scheduling and reducing delays.
- Eliminate Manual Processes By digitizing workflows like job scheduling and invoicing, Smart Service helps eliminate manual processes, reducing errors and increasing efficiency.
- Centralize Customer Data Smart Service’s CRM keeps all customer information, service histories, and communications in one place, ensuring nothing is missed and follow-ups are seamless.
- Real-Time Field Tracking With Smart Service, you can track technicians’ progress in real-time, allowing for quick updates to customers and efficient management of field operations.
- Optimize Routes Smart Service’s Dynamic Routing and Smart Suggestions help optimize routes, reducing travel time and fuel costs, ensuring technicians are as productive as possible.
- Ensure Accurate Accounting Smart Service syncs with QuickBooks™, automating accounting processes to keep financial data accurate, eliminate double entries, and improve cash flow management.
- Manage Multi-Day Jobs with Flexibility Smart Service allows you to manage multi-day plumbing projects efficiently by adjusting schedules and resources in real time.
- Automate Service Agreements Automate recurring jobs like preventative maintenance, ensuring appointments are never missed and recurring revenue is secured.
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workflow
Save Time and Boost Profitability with Smart Service
Plumbing businesses face a wide range of challenges, from managing emergency repairs to keeping track of recurring maintenance jobs. Without the right tools, coordinating schedules, managing customer data, and dispatching technicians can be overwhelming.
Smart Service provides workflow automation specifically designed for plumbing businesses, allowing you to manage every part of your operations efficiently—from marketing to job completion and invoicing.
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6 Key Benefits of Smart Service
- Marketing Capture leads and stay connected with customers through integrated email campaigns, lead forms, and online booking. These tools ensure that your pipeline stays full while you focus on delivering quality service.
- Estimate/Quote Quickly generate accurate estimates and quotes for plumbing jobs, track follow-ups, and easily convert them into work orders. This speeds up the sales process and helps you secure more jobs.
- Job Scheduling Automate job assignments based on technician skillset, availability, and location, ensuring that every job is scheduled efficiently. This reduces scheduling conflicts and keeps your business running smoothly.
- Dispatch & Communication Send job details, updates, and routes directly to technicians via Smart Service’s Mobile App. This ensures that technicians have all the information they need to complete jobs quickly and efficiently.
- On-Site Service Technicians can log time, capture customer signatures, and submit work orders digitally from the job site. This eliminates paperwork and ensures real-time updates to the office.
- Invoicing & Billing Create and send invoices from the office or job site, shortening billing cycles and ensuring you get paid faster. Smart Service syncs with QuickBooks™, ensuring that your accounting is always accurate and up to date.
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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.
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Customers success
Centralize Customer Data and Improve Service Delivery
Plumbing businesses thrive on strong customer relationships, especially when managing repeat clients and long-term service agreements. Smart Service’s CRM is fully integrated into the field service management software, making it easy to track every customer interaction, service history, and invoice all in one place. By centralizing customer data, plumbing businesses can provide better service, improve retention, and reduce administrative burdens.
Smart Service’s CRM allows plumbing businesses to manage everything from customer details to service agreements and invoicing in one platform. The system supports personalized communication and automated follow-ups, ensuring that no customer is left behind. Clients can also use the customer portal to view service histories, request maintenance, and make payments, helping to streamline office tasks and improve customer satisfaction.
For many plumbing businesses, managing customer information through spreadsheets or paper-based systems leads to inefficiencies, missed opportunities, and poor customer experiences. Smart Service eliminates these challenges by offering a comprehensive CRM solution, fully integrated with daily operations to ensure customer data is always up to date.
Customer database management features include:
- Easily searching and retrieving customer information to schedule follow-up services or repairs.
- Real-time updates to customer records, ensuring both technicians and office staff have accurate data.
- Tracking customer activity and service history to offer personalized service and follow-ups.
- Generating detailed reports on customer activity, service performance, and growth opportunities to optimize operations.
Our CRM capabilities allow you to:
- Store customer contact information and plumbing service history in one centralized database.
- Track interactions, including follow-up calls, service requests, and ongoing service agreements.
- Manage invoicing and billing, ensuring all financial data is accurate and up to date.
- Track and manage recurring plumbing maintenance jobs and service agreements, keeping clients on schedule.
- Analyze customer data to identify trends and upsell services like preventative maintenance or repairs.
- Automate follow-ups and customer reminders to improve retention and ensure no opportunities are missed.
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customers portal
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
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
Smart Service’s Dashboards—Insights and Analytics provide plumbing businesses with real-time data and reporting to make informed decisions that improve operational efficiency. By tracking core metrics like work orders, sales performance, and customer interactions, Smart Service helps you optimize your workflows and ensure every decision is data-driven.
Smart Service’s Dashboards—Insights and Analytics provide a comprehensive view of your plumbing business, allowing you to optimize every aspect of your operations. By turning complex data into clear, actionable insights, Smart Service helps you make decisions that increase efficiency, profitability, and customer satisfaction.
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Key Metrics Tracked in Dashboards—Insights and Analytics
- Call Metrics Track and analyze call activity, including follow-ups and scheduled calls, to monitor communication efficiency and identify areas for improvement in customer engagement.
- Appointment Metrics Gain insights into appointment completion, cancellations, and rescheduling. This helps optimize technician schedules, ensuring that every job is completed on time.
- Work Order Metrics Track job status, completion times, and technician performance to improve overall job management and efficiency.
- Customer Metrics Analyze customer activity, payment trends, and service history. Use these insights to enhance customer retention, offer personalized services, and upsell future work.
- Sales/Quote Metrics Monitor sales rep performance, track quotes and conversion rates, and measure the revenue generated from different job types. This data helps identify the most profitable services.
- Service Agreement Metrics Keep track of active and upcoming service agreements, monitor renewals, and ensure preventative maintenance jobs are completed on time.
- Invoice/Payment Metrics Track invoices and payments, ensuring you manage cash flow effectively. Monitor overdue payments and identify trends in customer payment behavior.
- Time Card Metrics Track employee hours, overtime, and job-specific time to ensure accurate payroll management and optimize labor efficiency.
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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.