Smart Service™ Videos
See How It Works
NUTS & BOLTS
The nuts and bolts of Smart Service™ help you to perform your job with ease. We've arranged these videos based on a timeline you might experience in a typical day. Your work day, however, may vary.
Click any of the links below or on the right to watch a brief video on that respective topic.
7:30 AM |
With our Smart Service™ Dashboard, you're only a click away from activities that require your immediate attention. It enables you to prepare a "to do" list for you as well as employees in your company. It also provides for phone call reminders, job reminders attached directly to customer accounts, and it will even alert you and employees when equipment is scheduled for maintenance. |
8:30 AM |
You can schedule jobs for up to a year in the future for your recurring services, and you can schedule services at any time in the future. Additionally, you can have My Service Depot customize work orders that you may not be able to prepare yourself.
Smart Service™ allows you to text message employees regarding job information, as well as customer information. This feature also makes it easy for an employee to contact customers, if needed. The customer's name and phone number will appear on the employee's cell phone in the body of the text message, and the employee only needs to highlight that information to dial the number. |
9:30 AM |
Developing an estimate based on a prospect's phone call is made easy with Smart Service™. This feature enables you to record an unlimited amount of information about the prospective client and job, including directions to the job site. Smart Service™ also simplifies note taking so you're in a better position to estimate a job. |
10:30 AM |
Using Smart Service™, you're able to transfer data to your PDA and realize awesome on-site capabilities. Even though you may be away from your office, with this function you have access to your appointment book and current customer list, among other things.
Scheduling a residential job is quick and easy, which is good news for customers, and requires only a few key strokes for you and employees, which is good news for your business. And you have access to Smart Find™, which automatically finds available times when an employee schedules a job. |
11:30 AM |
Commercial scheduling is hassle-free with Smart Service™. In a matter of minutes, you can schedule not only a time for a commercial customer, but develop an extensive description about the work involved, as well as detailed address and billing information. And our software keeps job history records for future use. |
12:00 PM |
With Smart Service™, you have instant access to customer records, including warranty information involving products you have installed. Those records, for instance, will quickly determine when equipment was installed and the extent of the warranty for the benefit of the customer and you. Scheduling a time to repair or replace equipment also is streamlined with our software. Knowing the number of hours your employees spend at job sites, as well as the time they travel to get there, is important in operating a successful business. Time tracking is made easy with Smart Service™, which provides quick and efficient record-keeping functions to ensure you are on top of business expenses. |
1:30 PM |
Smart Service™ includes a marketing module that allows you to track marketing campaigns to determine if they are working as you hoped. As sales to your business are recorded, and information from customers is retrieved, you begin to develop important metrics that help identify in what locations your marketing dollars are most effective. |
2:30 PM |
Outlook integration through Smart Service™ allows job schedules and customer information to be viewed on employees' cell phones, helping to streamline a company's operations. With today's cell phones capable of receiving e-mail and text messages, this feature is an incredible business advantage and customer convenience.
Converting vital information about a prospect and job estimate is easy. With just a few key strokes, information from your prospect file is converted into your customer file, allowing you to schedule the work and assign as many employees as you want to the job. |
3:30 PM |
Monitoring everything from the effectiveness of marketing campaigns to job profitability and revenue by sales representative to item profitability are a few of the features provided with this powerful business feature. QuickBooks® and Smart Service™ provide powerful management tools, in the form of color graphics, which help owners to better understand where dollars are spent and optimize the management of their businesses. |
4:30 PM |
Smart Service™ enables you to keep close tabs on company assets, including vehicles and other kinds of equipment. You have easy access to equipment registration information, as well as preventive maintenance schedules, and you can record equipment mileage and down time, with the use of a couple different metrics. Smart Service™ also records where equipment has been used and is scheduled to be used, in the event equipment turns up missing. Keeping track of completed work is simplified with Smart Service™. Job times, job costs, customer payments and other data entered into Smart Service™ which then automatically migrates to your QuickBooks® database, in full detail — a invaluable management tool. |
5:30 PM |
With the use of Smart Service™, you not only do a better job of keeping up with the preventive maintenance of your costly equipment, but you are better able to track the costs involved. This feature also allows you to record everything from mileage to repairs in a quick and simple way. |
Login and View Your DashboardBells & Whistles
The following "bells and whistles" are the added extras that make your relationship with Smart Service™ a lot easier.
You not only have ease of scheduling with Smart Service™, you have the flexibility of scheduling to meet the demands of customers, as well as employees. If an employee calls off sick, Smart Service™ makes it easy to redirect jobs among other employees. You also have the flexibility of planning jobs a year in advance, and there's a waiting list feature that fits customers into available job openings.
Adding customer data, as well as job and location data, to Smart Service™ will automatically integrate into QuickBooks®. Likewise, adding data to QuickBooks® will appear in Smart Service™ for ease of use and improved business management. Awesome integration of this type is a key advantage of using Smart Service™, the leading QuickBooks® add-on service software.
The sometimes tedious and time-consuming task of tracking commissions is made easy with Smart Service™. With a few key strokes, you can calculate, monitor and record commissions for your full-time employees, as well as subcontractors.
This comprehensive change tracking function allows you to monitor the work and progress of new hires, as well as tenured employees, working with your Smart Service™ software. Smart Service™ easily and flawlessly tracks changes made to data so it can be reviewed later, if necessary.
Employees and customers will appreciate your company's highly detailed work orders. Smart Service™ provides customized work orders that provide as much, or as little, information as you like. And the size and look of your work order can be changed easily to match your company style.
Smart Service™ provides an abundance of user-definable fields to help streamline your business operations. Among the fields included in your software are those for customers, prospects, jobs and equipment. And this function is fast and simple to use.
It's not uncommon when using QuickBooks to run reports and discover data missing. Smart Service™ takes over where QuickBooks® stops and includes a special function that keeps you company data clean and concise, and in place. Smart Service™ also will prompt you to include necessary data when it finds data missing for some other reason.
Smart Service™ enables you to track phone calls and keep impeccable records of those calls. Included in this function is a call results module, which helps you to monitor the results of phone calls made by your sales staff, as well as other employees. This feature also is customizable allowing you to redial missed calls in minutes, hours or days.