Smart Service

Smart Service

Agrega programación, despacho y más a QuickBooks.

4,3/5 (255 opiniones)

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

A partir de
1599,99 US$

Opciones de precios

Prueba gratis
Licencia de pago único
Relación calidad-precio

Funciones de Smart Service

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Canadá, Estados Unidos
Idiomas admitidos
Inglés

Capturas de pantalla

Captura de pantalla de Smart Service: Scheduling and dispatch jobs with the drag-and-drop scheduler.
Captura de pantalla de Smart Service: Scheduling and dispatch jobs with the drag-and-drop scheduler. Captura de pantalla de Smart Service: Optimize service routes with the click of a mouse. Captura de pantalla de Smart Service: Go mobile with the iFleet app for iOS and Android. Captura de pantalla de Smart Service: Track the progress of your field workers throughout the workday. Captura de pantalla de Smart Service: Add images to customer records and work orders. Captura de pantalla de Smart Service: Manage inventory easily. Captura de pantalla de Smart Service: Digitize your paperwork with fillable PDF forms.

Opiniones de Smart Service

Opiniones de Smart Service

Calificación general
4,3
/
5
Excelente
134

Muy bien
92

Normal
18

Pobre
6

Malo
5

Relación calidad-precio
4,3
Funciones
4,2
Facilidad de uso
4,2
Asistencia al cliente
4,5
89% Un ha recomendado esta aplicación
Albert d. F.

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???


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Annette K.

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.


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Deb H.

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.


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Mar A.

Smart Service


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Lorianne E.

Outstanding Software with Outstanding Customer Support

Smart Service is a reliable software that allows us to ease into our day and our driver's day. They know ahead of time what their schedule will be for the week. It allows me to spend more time with my customers. It makes scheduling a snap. Our invoicing goes out immediately, where before it went out a few days to a week later. Thus, we are getting paid faster.


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Albert d. F.
Tamaño de la empresa: 51-200 empleados
Traducir a español

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

Software usado A diario durante Más de dos años
Revisado el 21/12/2017
Fuente de la reseña: Capterra

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

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Annette K.
Sector: Construcción
Tamaño de la empresa: 2-10 empleados
Traducir a español

Smart Service for HVAC-R Application

Software usado A diario durante Más de dos años
Revisado el 3/4/2020
Fuente de la reseña: Capterra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Deb H.
Sector: Servicios para el consumidor
Tamaño de la empresa: 2-10 empleados
Traducir a español

Scheduling Guru

Software usado A diario durante Más de un año
Revisado el 21/9/2016
Fuente de la reseña: Capterra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 2.0/10

Mar A.
Sector: Maquinaria
Tamaño de la empresa: 13-50 empleados
Traducir a español

Smart Service

Software usado A diario durante Más de dos años
Revisado el 25/3/2020
Fuente de la reseña: Capterra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Lorianne E.
Sector: Servicios medioambientales
Tamaño de la empresa: 2-10 empleados
Traducir a español

Outstanding Software with Outstanding Customer Support

Software usado A diario durante Más de un año
Revisado el 20/3/2020
Fuente de la reseña: Capterra

Smart Service is a reliable software that allows us to ease into our day and our driver's day. They know ahead of time what their schedule will be for the week. It allows me to spend more time with my customers. It makes scheduling a snap. Our invoicing goes out immediately, where before it went out a few days to a week later. Thus, we are getting paid faster.

Puntos a favor

Smart Service has streamlined and simplified our scheduling processes, service and billing. It has cut my paperwork down by half, allowing me to get other business tasks done that were going by the wayside.

Puntos en contra

The first year, it was difficult flipping back and forth between Quickbooks and SmartService, until we built up a history on our customers.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
8,5/10
Basado en 255 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Smart Service

Precios de Smart Service

A partir de
1599,99 US$
Prueba gratis
Licencia de pago único
Relación calidad-precio
Relación calidad-precio
4,3/5
Basado en 255 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Smart Service

Funciones de Smart Service

API
Almacenamiento de documentos
Auditoría
Creación de informes en tiempo real
Creación de informes personalizables
Creación de informes y estadísticas
Datos en tiempo real
Facturación
Gestión de documentos
Gestión de flujos de trabajo
Gestión de inventarios
Gestión de la conformidad
Importación y exportación de datos
Integración de terceros
Notificaciones automáticas
Panel de actividades
Registro de auditoría
Seguimiento de actividades
Seguimiento de inventario
Supervisión
Funciones
4,2/5
Basado en 255 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

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: 1599,99 US$

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 Grandes, Empresas medianas, Empresas pequeñas

P. ¿Qué idiomas admite Smart Service?

Smart Service admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece Smart Service?

Smart Service cuenta con los siguientes planes de precios:

Licencia de pago único

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, Google Calendar, QuickBooks, QuickBooks Online

P. ¿Qué tipo de asistencia ofrece Smart Service?

Smart Service ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo