Features and Benefits

Seamless Integration with QuickBooks®

Smart Service™ is the only software for project-based and service-based industries that fully integrates with QuickBooks®. There is no double entry of data between multiple software programs and no need for data conversion, all of which streamlines installation. The QuickBooks® link also allows your company to use existing information, including lists of services, equipment and classes, so business operations aren't disrupted.

Marketing Campaigns

Smart Service™ allows you to track your marketing campaigns to determine the most effective methods of reaching clients. You will be able to identify successful campaigns and those that are not, which enables you to grow your company in the most efficient manner.

Management Dashboards

Smart Service™ uses "dashboards" that allow you to see the overall key metrics for your company on one screen. There is no need to run multiple reports and pour over pages of data to see the direction your company is headed. Simply click a button and see what is working and what is not.

Commission Tracking

Smart Service™ simplifies commission tracking for your sales production staff. It eliminates mistakes and reduces the time needed to track commissions. It enables you to pay commissions by percentage or by dollar amount, and you can pay one-time commissions or renewable commissions.  Commission tracking helps keep employees happy and provides you with the comfort of knowing commissions are being tracked accurately.

Job Costing

Smart Service™ enables you to monitor your profitability per job. And perhaps more importantly, it's equipped with simple-to-use tools that provide you with data that can be crucial in competitive bidding situations, including data to generate accurate job costing to ensure that you are correctly pricing jobs.

Scheduling

Smart Service™ includes a visual scheduler with drop and drag features that makes job scheduling a breeze. You can quickly see daily, weekly and monthly views for one route or multiple routes with the click of the mouse. The scheduler assures that you never double book appointments and it enables employees to keep in touch with customers if schedules change.

Intelligent Routing

Smart Service™ provides intelligent routing that helps your business to save money and optimize time when scheduling jobs, and it enables your staff to route jobs based on the location of customers.

Mapping

Smart Service™ provides your business with optimized stop-by-stop driving directions to each location on your service route. In today's world of escalating gasoline prices, you cannot afford to have your staff getting lost or taking an occasional scenic route.

On Site Equipment Tracking

Smart Service™ tracks every piece of equipment on a job site to prevent loss and wasted time locating proper equipment. This knowledge helps you to manage jobs more efficiently and to schedule equipment for future jobs more accurately.

Mobile Fleet Module

Smart Service™ Fleet enables employees in the field, with the use of laptops and mobile data connections, to input data directly into your database from the work site. This eliminates the need to e-mail work orders and require office staff complete data entries of this sort at the end of each day.

Text Messaging

Smart Service™ allows your staff to quickly and conveniently schedule customer appointments with the use of a text messaging feature. It eliminates the need to physically write down information and later repeat that information with others on staff.

Complete Customer and Job History

Smart Service™ Fleet improves your relationship with customers and empowers your staff to arrive at customer locations on time and prepared to work. Satisfied customers who receive quality service remain customers for life. Smart Service™ also helps not only to retain customers, but expand the services they purchase by keeping them satisfied.

Customer knowledge and effective communication are cornerstones to providing superior service and a primary benefit of using Smart Service™.

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Tom Nichols - President

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Darryl Schaeter - President

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Mike Egan - President