Smart Service

Smart Service has been a God send to my company. We are now also "almost" paper free.

Commenti: Efficiency - Efficiency - efficiency.
And did I mention efficiency???

Aspetti positivi:

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.

Aspetti negativi:

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

Smart Service

Commenti: It has been a good experience. It handles well with Quickbooks. We are switching to a better software after being on this for 5 years.

Aspetti positivi:

It is fairly user friendly. I do like the posting and dispatch screens. Easy to read, easy to post. The ease of changing information is good and bad. From an accounting perspective, it is a bit soft on that aspect.

Aspetti negativi:

It took me longer to get the hang of this software than most softwares I have used. The reporting is not the best. Reporting is difficult to get what we want. It either has too much information or too little. I would like to see the ease of changing accouting information alot harder. It is too easy for the field techs to change.

Scheduling Guru

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Workforce management made that easy!

Commenti: Overall, software is awesome I have wonderful experience and the software helped our company a lot of effective workforce management.

Aspetti positivi:

What I like about the software is that aside from the fact that this is a scheduler, employees are being notified of the schedule/task update real time. Useful to us that is starting to expand our company that majority of our employees are in the field and no time to get back to the office for schedule check. Another awesome feature of this software is that after the schedule or task is complete management is notified back for the job well done.

Aspetti negativi:

In my experience I can't see any problem, probably the interface make it a little bit alive.

Great field mgmt software for Quickbooks users

Aspetti positivi:

The design is amazing and the integration works seamlessly with Quickbooks. The direct customer support is great but is an additional cost that I feel is a must-have for general support or when you get in a jam.

Aspetti negativi:

There are not too many cons with this software. The constant updating and making the software more versatile for the user would be the only negative point I could come across only because with any software update there is a chance for bugs. The fact the company is always doing it in response to making the software run better and adding feature requests from actual customers balances it out I feel.

I really like Smart Service

Commenti: Our time tracking and billing processes were streamlined immensely over our previous methods. Also having the ability to provide job documentation to field workers through the app is very nice.

Aspetti positivi:

We switched to Smart Service and the iFleet app a little over a year ago. It has revolutionized our time tracking, job costing, and billing processes.

Aspetti negativi:

The software has a learning curve due to the massive functionality that is built in. It took a bit to figure it all out.

Great Product & Service

Aspetti positivi:

The integration with quick books avoids the double entry which saves me a lot of time. Customer service is always willing to help, they will help you get the reports you need much quicker than you can do it your self.

Aspetti negativi:

It can get a little bit slow when syncing but other than that I have no complains. Very useful software.

Simple and easy to use excellent service and great customer support.

Commenti: Great Customer Support

Aspetti positivi:

This software has made the day to day struggles a breeze and customer handling easy, cannot remember a time not using this system

Aspetti negativi:

The day to day use of this service is great however if there was one thing I could change it would be the location of the calendar very bulky.

Is a field service management software

Aspetti positivi:

It's a great success I like it because it makes recurring jobs easy to set up and keep up without much ado

Aspetti negativi:

The cost to be paid to access other options or modules can be taken as a disadvantage. however, until now I am pleased

Check the return policy!

Commenti: We purchased the software for techs to better be able to manage customer's information in the field. After using for 10 days we decided the program was not for us and we tried to return it. We were surprised to discover that of the $3700.00 spent only $1600.00 would be returned. The policy was not clearly explained and the only place I could find it in writing is buried in the user agreement.

Aspetti positivi:

It is a good idea but we did not feel that the program was going to live up to what was promised. We also felt it was not very intuitive to use.

Aspetti negativi:

Communication regarding the return policy, which is a 30 day money back guarantee, for 40% of the cost.

Beware before you buy.

Commenti: None. We returned it for a smaller refund.

Aspetti positivi:

Great Dashboard for dispatcher. It allows the dispatcher to customize how they operate and make great decisions. Wish there was a place to park unassigned calls. Nice interface with Quickbooks. Good overall features. Really wanted this product to work for us.

Aspetti negativi:

Serious security flaws that let your techs email your hard earned customer information to their personal email or worse yet your competitor with no tracking. Was told during sales demo this could be turned off with a "radio button". It was our number one reason for buying and explained up front. After purchase and during training we demanded to see how this was to be done and our trainer was honest and said the salesman was wrong and halted the training. They refused to change the mobile app to disable this. Gave them a few days they asked to address this and they could not demonstrate after several tries how this was to be done. The only viable suggestion was to lock down all the smart phones with a 3rd party mobile management software which would prevent our techs from receiving and sending troubleshooting documentation. We demanded a refund which was prompt but not the full amount despite the deception. The upper management will not return calls but instead sent me an emailed legal threat if I dared to review the product online. They actually used the word "Disparage" which is supposed to have a dishonest component to it. Everything here is honest. They plan to sue for liquidated damages for each negative review. Good product, dishonest salespeople and an upper management that doesn't care to try and win a customer or apologize for their salespeople's misplaced exuberance.

Best business software

Commenti: After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.

Aspetti positivi:

It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.

Aspetti negativi:

I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.

WRP feed back

Commenti: We do enjoys the layout the seamless communication to be able to share from office to field tech. The information does not always sync up.. Causing issues slowing things down in the field. However there are some great features. Would like to be notified when updates are available done. Maybe via email that would be great. Would also be great if a update video to share the following new update features are now available. As is i called in other day with issue found I was five versions behind that there had been so many updates done that I was missing out on when you think I should have been made aware of this via email. Been dealing with so many glitches and set backs that could have been avoid. Disappoints now updated there are way more things to see I'm not even sure how that all work yet can you email me a break down of the newer features and how to... I also think that the fees to add an additional work stations seems high.... Thank you WRP Office

Aspetti positivi:

The layout and client fields and custom features

Aspetti negativi:

syncing can be an issue not being able. That when re activating job it does not have a easy close option that does not re send invoice to QB and or it fills ifleet with all the past jobs

Smart Service Review

Commenti: Amazing technology that provides our customers with professional and efficient service. Detailed notes, fast invoicing, awesome correspondence records between the customer and our company and ability to email and text through the software encourages success and keeps our company fresh and current. So glad we switched to Smart Service!!!

Aspetti positivi:

Love how easily Smart Service and Quick Books integrate. It has cut our billing time by hours.Thrilled to be able to include our service notes from SS on our QB invoices. SS is quick to resolve any issues and are constantly improving on the software to make things more detailed and efficient. iFleet is amazing! I love that I can see where our technicians are to track their routes. Customer support is excellent and if your concerns always addressed. Tracking inventory is a breeze. Vehicle maintenance can be tracked by the office so that we don't have to rely on technicians for oil changes and other maintenance issues. Software is fully customizable so we can enter our services and descriptions exactly as we want them to appear. . Being able to email the customer his service order at time of service with his signature on it. Recording history of past services so that the technicians can review what notes and materials were recorded at each prior service.

Aspetti negativi:

A lot of data entry is required to get the software like you want it. It takes dedicated man power but is well worth it once it is entered in. Some software glitches can disrupt things for a bit but what software doesn't have these? Making sure that Smart Service, Quickbooks and iFleet are reflecting the same information for the technicians using the devices so you need to familiarize yourself with where the information is pulling from.

Smart Service

Aspetti positivi:

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

Aspetti negativi:

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.

Swim Clear says Smart Service is the Smart Choice

Commenti: Smart Service with iFleet has completely streamlined the way we do business. In the pool and spa industry it has given us an edge on customer service with it's ability to easily track and report detailed transactions, such as model and manufacturing numbers, serial numbers, time stamping, and water analysis results. There are customizable fields built in that allow us to tailor the program to our needs. If we cannot find what we want, their amazing customer support staff is always available to find a solution. Then they go one step further by taking the time to walk us through it step by step. My Service Depot keeps pace with technology and continually works to enhance and improve their products while always being open to suggestions. Thank you MSD Staff, you have been wonderful!

Aspetti positivi:

tracking (time stamps and history) and easy to view color coding, the reports feature

Aspetti negativi:

Integrated mapping and routing

Best scheduling program

Commenti: Just makes scheduling so much easier.

Aspetti positivi:

Having used a few other programs, Smart Service syncs seamlessly with Quick Books. We also run alot of services, we can have 40 stops with 5 trucks, I fleet takes the place of all the paper work orders and makes managing information a breeze.

Aspetti negativi:

syncing the pictures with drop box, there should be a link to keep them in the smart service or I fleet enviorment.

Good Service to have

Commenti: Makes my job easier.

Aspetti positivi:

It makes creating invoices easier and helps keep track of where your technicians need to go on the job and where they are.

Aspetti negativi:

Some jobs keep defaulting and i have to go in and re do work i just did. how to use some of the program is unfamiliar to me. It doesn't seem to back up what is done after you post a job. You then have vague information available. Maybe i just need to learn more about the program. :)

Long time user

Commenti: Customer service used to be fast, now Yui have to wait 2-3 hours for a return call. Liked it a lot when I first started, now, not so much, but I’m too invested to switch now.

Aspetti positivi:

I like that it’s mobile friendly and integrates well with QuickBooks.

Aspetti negativi:

Seems to have a lot of glitches in the ifleet portion of the software. Customer service doesn’t seem to have answers to why it’s not working well all the time. Main platform freezes often.

Worked very well for dispatching HVAC/Plumbing/Electrical Service

Commenti: Ability to dispatch efficiently. Ability to invoice easily without keeping track of paperwork. Everything was easily traceable. Very user friendly.

Aspetti positivi:

The ease of entering customers and service calls. Integrated live with QuickBooks. Easy to attach pictures and documents to service calls. Easy to run reports for department or service technician. Easy for technicians to complete work order/collect payment at the time of service call.

Aspetti negativi:

Tech support is great, but usually had to call and wait for a return call. Sometimes in the service industry those few minutes/hours can cost a lot of money.

The process to move one of our data base to another QB company went well.

Aspetti positivi:

The service scheduling with ifleet for our technicians. It gives the tech an overview of his work for the day. The completion of their work the next morning is also a great and straightforward process into QB.

Aspetti negativi:

The only con was when going through the migration to another data base with several calls I talked to more than one tech. As all are versed in their knowledge of the product they do have different approaches. I would recommend when something like a migration takes place the same tech is available through the entire thing.

Smart Service Review

Commenti: A big software change is always so challenging. But converting to Smart Service was pretty smooth. They work really hard to bring over all info into the program. Even when we recently took over another company and had to bring in their customer base, it went very smooth. The dispatch board is very good. And especially what we like is the reports that can be modified, and if you need a special report they will make it for you.

Aspetti positivi:

Reporting

Aspetti negativi:

The notes in the calls changed to being most recent first so the techs have to goto the bottom and read from there, instead of top down and adding to the bottom of the notes.

Mobile to office efficiency!!

Aspetti positivi:

I love that I can see in real time what's going on in the field with my techs. I also like it ability to seamlessly sync with Quickbooks to avoid double entry.

Aspetti negativi:

Wish it had a feature to mass text clients to remind them of their service scheduled. It also runs slow and lags quite often.

Easy to use.

Commenti: GSI has been using Smart Service since 2011. Within the last four years we have started to maximize the different options within the program. Smart Service is so easy to use and the customer service team is very knowledgeable.

Aspetti positivi:

GSI loves how easy the program is to use and the customer service department. Whenever we have a problem the customer service representative fixes it as quickly as possible.

Aspetti negativi:

Overall Smart Service is a great program my biggest complaint would have to be charging for add-on programs.

They are really great people to work with - that makes the difference for me.

Aspetti positivi:

Great support. Willing to work through any problem. Pricing is excellent. Support is always right there. Software is very intuitive. Piggy back's with our accounting software and technicians in the field extremely well.

Aspetti negativi:

There have been some speed issues that we are fighting to get through. They have been very easy to work with in trying to solve the problem. They have made every effort. However the issue still has not been buttoned down.