Smart Service
Agrega programación, despacho y más a QuickBooks.
4.3 /5 (257 opiniones) ¡Escribe una reseña!Información general sobre Smart Service
¿Qué es Smart Service?
Smart Service es un complemento directo de QuickBooks que agrega programación, despacho y más, lo que convierte a QuickBooks en una ventanilla única para todas las necesidades administrativas que enfrenta la empresa moderna de servicio externo. Además, el sistema móvil Smart Service amplía QuickBooks con gestión de clientes, órdenes de trabajo, enrutamiento, seguimiento de tiempo, inventario, estimaciones, formularios digitales, seguimiento de la fuerza laboral, historiales de servicio y muchas otras funciones fáciles de usar. Smart Service ayudará a:
— Gestionar clientes.
— Programar trabajos.
— Manejar el papeleo.
— Emitir nuevas órdenes de trabajo.
— Optimizar las rutas de viaje.
— Hacer un seguimiento del progreso de los empleados.
— Hacer un seguimiento del uso de vehículos.
— Gestionar activos.
— Analizar el marketing.
— Documentar el trabajo con imágenes.
Debido a que Smart Service funciona como un complemento directo de QuickBooks, todo el trabajo realizado en Smart Service se duplica en QuickBooks en tiempo real. Smart Service ayuda a eliminar la doble entrada de datos y permite que las empresas de servicios mantengan todo su trabajo en una ubicación centralizada.
Las empresas de climatización, plomería, electricidad, control de plagas, reparación de electrodomésticos, chimeneas, servicios de TI, construcción, destrucción de documentos, protección contra incendios, irrigación, cuidado del césped, paisajismo, servicios de piscinas, administración de propiedades e innumerables otras especializaciones de servicios externos utilizan Smart Service para ofrecer su servicio en cualquier lugar, organizarse, aumentar la eficiencia y eliminar el desperdicio.
Información general sobre Smart Service
Precio
Opciones de precios
Funciones de Smart Service
Medios

Opiniones de Smart Service
Opiniones de Smart Service
Smart Service has been a God send to my company. We are now also "almost" paper free.
Efficiency - Efficiency - efficiency.
And did I mention efficiency???
Smart Service
Scheduling Guru
My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.
Smart Service for HVAC-R Application
The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.
takes time to get used to but very functional
Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)
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Smart Service has been a God send to my company. We are now also "almost" paper free.
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.
Smart Service
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.
Scheduling Guru
My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.
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.
Smart Service for HVAC-R Application
The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.
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.
takes time to get used to but very functional
Save time and aggravation of telling and waiting for tech's to turn in paper work; it does not get lost anymore :)
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.
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Precios de Smart Service
Precios de Smart Service
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Funciones de Smart Service
Funciones de Smart Service
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Categorías
Categorías
Preguntas frecuentes sobre Smart Service
Preguntas frecuentes sobre Smart Service
He aquí algunas preguntas frecuentes sobre Smart Service.
P. ¿Qué tipo de planes de precios ofrece Smart Service?
Smart Service ofrece los siguientes planes de precios:
A partir de: USD 1599.99
Modelo de precios: Licencia de pago único
Prueba gratis: Disponible
P. ¿Cuáles son las características principales de Smart Service?
No tenemos información sobre las características de Smart Service
P. ¿Quiénes son los usuarios habituales de Smart Service?
Los clientes habituales de Smart Service son:
Empresas pequeñas, Empresas Grandes, Empresas medianas
P. ¿Qué idiomas admite Smart Service?
Smart Service admite los siguientes idiomas:
Inglés
P. ¿Smart Service es compatible con dispositivos móviles?
Smart Service admite los siguientes dispositivos:
Android, iPhone, iPad
P. ¿Con qué otras aplicaciones se integra Smart Service?
Smart Service se integra con las siguientes aplicaciones:
Dropbox Business, Google Calendar, QuickBooks Online, QuickBooks Online Advanced
P. ¿Qué tipo de asistencia ofrece Smart Service?
Smart Service ofrece las siguientes opciones de asistencia:
Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo, Preguntas frecuentes
Efficiency - Efficiency - efficiency.
And did I mention efficiency???