Smart Service

Puntos a favor

Being able to use iPads or tablets in the field. By being able to use tablets we take away the technicians penmanship errors and can have the customer sign work orders so there is no confusion of who said what later.

Puntos en contra

Not being able to track individual extinguishers by date and have them update to when service is needed.

Puntos a favor

We really don't use the Software to its fullest. It We love the part we use

Puntos en contra

We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.

Puntos a favor

Being able to schedule the field guys is fantastic. I can look at the screen and immediately know if I have a worker available or not. If a person takes the time to learn it the scheduler can be your new best friend. Some of the men really LOVE that they can take photos of the job site, the work, parts that need to be replaced and it stays with that job forever. I love that too. It is very handy.

Puntos en contra

Since Smart Service makes a new, unique job in Quick Books every single time you make a job, it makes more sense to have QB in single user mode all the time so a job can be deleted if necessary but my employer uses QB in his office to do his bids and the invoicing so it can be a pain in the neck. There is no way to tell Smart Service to print ONE work order if the jobs are assigned to the department and to the person (indicates who is doing the job) it automatically spits out one for the office that I don't need, one for the job, and one for the human. Once a person's name is entered as a customer there is no way to change it. It is wrong forever. Once it is used in QB it can only be made inactive not deleted. It might be a Quick Books interface problem which is not really Smart Service's problem but if Quick Books runs into a problem and has to close (but they always apologize for the inconvenience ;) ) then I have to close Smart Service, re open QB, start Smart Service, wait for it to go through it's acrobatics (gathering data) before I can use it.

Puntos a favor

I appreciate the ability to create different locations under one customer name. We have Home
Warranty companies that we contract with and we can neatly arrange their locations and jobs for ease of access. The ability to upload and store images of customers equipment has been invaluable for insurance claims and warranty coverage and keeping track of model and serial numbers. Being able to send emails and texts from within the program saves time and the message!

Puntos en contra

Preparing reports that are specific to your needs. I have struggled with preparing a report that clearly shows what items we have sold and how many of them in a year. The screen flickers almost all the time when using Smart Service.

Puntos a favor

That it integrates with quick books; is a good reoccurring database of our client with reoccurring work on semi and annual basis. no need for a separate data base anymore. When use with iFleet all work orders come back to the office electronically along with any photos taken, and can be processed immediately if desired; although some customers complained the guy was still in the parking lot when they got the invoice; LOL
the tech also has the ability to make estimates and email to the client right on the spot with our custom made form.
Has reduced our paper consumption by 80% in the first year.

Puntos en contra

Sometimes there is a long lapse between windows; generally it is several seconds but at time it can be 15 to 20 seconds.
Having to update the customer list almost everyday; it tedious and with over 10K clients can take a long time.