Work smarter not harder with smartservice
Work Order Management Software Built to Get the Job Done
Automate Work Orders, Boost Productivity, and Simplify Field Operations
With features integrating work order tracking, scheduling, and reporting, Smart Service connects your entire operation—from the office to the job site.
By automating and organizing work orders, your technicians can focus on getting the job done right while administrators maintain full visibility into every phase of the job.This integration enhances job performance in the field while back-office tasks are automated, minimizing time-consuming administrative work and increasing office efficiency.
Overcoming Common Challenges in Work Order Management
Managing work orders without the right solution leads to delays, confusion, and wasted time. Smart Service addresses service trade businesses' core challenges by providing an integrated work order management system that ensures consistency, automates manual tasks, and boosts overall efficiency.
- Inconsistent Data Collection Manual processes often result in incomplete or inaccurate data from technicians, leading to confusion, delays, and poor decision-making.
- Solution: Smart Service ensures all necessary data is accurately captured through digital work orders, providing real-time access to complete and consistent information across all jobs.
- Difficulty Assigning Work Orders Without real-time visibility into technician availability and skill sets, assigning the right person to the right job becomes a major challenge.
- Solution: Smart Service's dispatch board provides real-time scheduling, allowing administrators to quickly assign work orders based on skill set, availability, and proximity, optimizing job assignments for efficiency.
- Lack of Visibility into Work Orders Administrators struggle to track work orders when they can’t view job status updates in real-time, leading to delayed job completions and a lack of accountability.
- Solution: Smart Service offers real-time updates on work order progress, ensuring that every job is closely monitored, from assignment to completion, giving administrators full visibility over the entire workflow.
- Difficulty Leveraging Work Order Data Generating reports or accessing job data becomes tedious when administrators rely on outdated systems or manual entries, limiting their ability to make informed decisions.
- Solution: Smart Service automates data capture and reporting, providing powerful analytics and insights for administrators to make data-driven decisions, enhance operations, and improve overall business performance.
- Delayed Paperwork from the Field Manual paperwork delays from the field slow down invoicing and customer service, creating bottlenecks in job completion and customer satisfaction.
- Solution: Smart Service allows technicians to submit work orders, signatures, and payments digitally and in real-time, speeding up administrative tasks and improving the overall customer experience.
- Limited Access to Work Orders Relying on paper-based systems leaves technicians without instant access to critical job details like service histories and customer equipment details, resulting in inefficiencies and errors.
- Solution: With the Smart Service Cloud App and web view, technicians have full access to work orders, service histories, and customer data, enabling them to complete jobs with accuracy and speed.
- Difficulty Updating Work Order Status Field crews often rely on phone calls or manual entries to report job progress, causing delays in tracking and reporting job status.
- Solution: Smart Service’s mobile solution allows field crews to instantly update work order statuses, providing real-time information to the office with a single tap and automating time tracking.
- Time-Consuming Paperwork Completing job paperwork takes time away from actual work and often results in lost or incomplete data.
- Solution: Smart Service digitizes all paperwork, allowing technicians to complete work orders, forms, and checklists directly on their mobile devices, reducing errors and saving time.
- Poor Process for Collecting Payments and Deposits Collecting payments in the field can be slow, resulting in delayed invoicing and cash flow issues.
- Solution: Smart Service allows technicians to collect deposits and payments directly from the field, streamlining financial transactions and ensuring faster payment processing.
- Difficulty Tracking Sales ProgressWithout a clear view of ongoing deals or pending quotes, it becomes difficult to follow up, forecast, or close deals efficiently.
- Solution: Smart Service integrates sales tracking with work order management, giving administrators and Sales Reps visibility into quote statuses, deal progress, and scheduling follow-ups, ensuring no opportunity is lost.
Work smarter not harder with smartservice
features
Optimize Work Order Management Across Your Entire Organization
Smart Service offers a fully integrated work order management solution that simplifies and optimizes workflows for administrators and field technicians. From assigning tasks and tracking progress to completing jobs and processing payments in the field, Smart Service ensures every step is efficient and automated. Explore the key features that make this the ultimate work order management system.
for admins
Smart Service empowers administrators with features that streamline job scheduling, tracking, and reporting, eliminating manual processes and reducing administrative overhead.
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Automated Scheduling
Administrators can assign work orders based on technician availability, skill set, and proximity, ensuring the right person is assigned to the right job, improving efficiency, and reducing downtime.
Real-Time Dispatch Board
Monitor technician locations and job progress in real-time, allowing administrators to easily adjust schedules or reassign tasks as needed, ensuring smooth daily operations.
Integrated Time Tracking
Automatically track technician hours for each job, including travel and production time. This feature ensures accurate payroll and job costing without additional manual input.
Go 100% Paperless
Eliminate the need for physical paperwork by digitizing all forms, work orders, and checklists. Administrators receive all job data instantly, improving accuracy and saving time.
Custom Notifications
Set up alerts for job assignments, status changes, and upcoming deadlines, ensuring administrators stay on top of every aspect of job management.
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Work Order Templates
Standardize recurring or preventive maintenance jobs with drag-and-drop customizable templates that streamline the job creation process and ensure consistency across the workforce.
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Automated Invoicing and Payments
Smart Service automates invoicing and payment processing once a job is completed, reducing the manual workload for administrators and improving cash flow.
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Reporting and Analytics:
Access detailed reports and data-driven insights on job performance, labor usage, and other critical metrics. Smart Service captures all necessary data automatically, providing administrators with the information they need for decision-making.
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.
Digital Work Orders
Technicians have full access to digital work orders, complete with customer service history, equipment details, and all necessary job information. This ensures they have everything they need to complete jobs accurately and efficiently.
Instant Status Updates
With a single tap, technicians can update job statuses—such as "in route," "arrived," "working," and "completed"—allowing administrators to monitor progress in real time, keeping everyone in sync.
Parts and Products Entry
Technicians can easily add parts or products used on-site to the work order, ensuring accurate invoicing and inventory management.
100% Paperless Work Orders
Technicians can complete all work orders, checklists, and inspection forms digitally, eliminating the hassle and inefficiency of paper-based processes. Going 100% paperless streamlines workflows and ensures all important data is recovered. It boosts productivity by instantly syncing all information with the office—allowing technicians to focus on what they do best: completing the job.
Time Tracking
Log job time, including travel time and time spent on the job, directly through the mobile view. This ensures precise time logs for payroll and accurate job costing, improving overall operational efficiency.
Automated Customer Notifications
Customers receive automated texts updating them on the current job status, such as when a technician or crew is "in route." This process is fully automated, so technicians don’t have to notify customers manually. This reduces interruptions so technicians can focus on their work and customers get a great experience.
The Smart Service Cloud App
The Smart Service Cloud App takes mobile work order management to the next level, providing technicians with an intuitive, feature-rich platform designed specifically for field operations.
This app allows for complete digital workflows, improving job efficiency and communication between the field and the office.
- Go 100% Paperless with Every FormTechnicians can complete all necessary forms — work orders, checklists, and custom forms — using the Smart Service Cloud App. This paperless solution ensures that all data is captured accurately and instantly synced with the office, eliminating delays.
- Real-Time Job Updates The Smart Service Cloud App gives technicians real-time access to job schedules, customer service history, and equipment records, allowing them to complete jobs more effectively.
- Mobile Quoting and PaymentsField technicians can generate quotes, collect customer signatures, and process payments directly from the app, speeding up the sales and job completion process.
- Equipment Tracking and Management Technicians can access detailed equipment records, ensuring they have the necessary information to complete jobs accurately and efficiently.
100% Digital & Interactive
Digitize Every Form, From Custom Work Orders to Inspections
The Smart Service Cloud Mobile App sets a new standard with its cutting-edge custom forms capability, allowing service trade companies to digitize their workflows completely. With this app, your forms—whether work orders, quotes, service agreements, or checklists—become the front-end user interface, eliminating the need for paper. Replicate your existing forms or create new ones. These are your forms, and they become interactive, fully branded forms feature drop-down menus, checkboxes, signature fields, photo capture, and more, making it easy for your technicians to complete forms on-site from any mobile device.
Unlike other apps where forms are attached as static PDFs, the Smart Service Cloud Mobile App saves data directly to Smart Service Cloud, allowing for real-time reporting and analysis. This instant data capture ensures compliance with industry regulations, automates storage, and gives administrators real-time access. From state-required forms to custom maintenance agreements, all data is automatically stored and made available for dashboards and reports, eliminating delays caused by manual paperwork.
By going 100% digital, you not only save time and improve accuracy but also offer your customers a more professional and branded experience. The Smart Service Cloud Mobile App helps your business remain compliant, efficient, and paperless.
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Work smarter not harder with smartservice
It's time for action
Transform Your Operations with Smart Service Routing
Ready to see how Smart Service’s advanced routing solutions can transform your business? Our tools are designed to help you streamline operations, reduce costs, and improve customer satisfaction. From Dynamic Route Optimization to Suggestions, Smart Service’s routing solutions will enable your business to operate more efficiently and profitably. Schedule a live demo today and experience the difference!
F
A
Q
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.
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.
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.
Yes, Smart Service allows you to create and manage crews, making it easy to assign the right team to each job. You can organize crews based on job requirements, ensuring that jobs are completed efficiently.