Smart Service™ Training and Implementation

Success Training

Service Depot Training Facility The training and implementation process for Smart Service™ is the most important piece of the puzzle. That's why we call our training process "Success Training". From the moment that you purchase Smart Service™, we have process in place that gets you fully trained so you can begin using Smart Service™ with confidence. First, we guide you through the installation process. Then we train you and your staff one-on-one with your real customers. By training you with real customers, you will be able to focus on how to fit your current business processes into Smart Service™ rather than how to relate your business to an unknown database. Below is the process map that we call "Success Training".

"I just want to say thank you for all of your help. Your training should be considered the benchmark for all others providing training world wide"

Valorie Fischer
Casper Fire Extinguisher

Training Rules

The customer must complete all of the requirements outlined in the new user guide which will be received with your software package.
The training is 90 minutes. This is what is included in the initial Smart Service package. More training is available and can be priced by your Smart Service representative.
The training is held one time. Therefore, anyone that needs to be trained on Smart Service should plan to attend the training class.

Process Map

Phase I - Installation

We walk you through installing Smart Service™ on each of your workstations including your server if your company has one. We also take a look at how you are using QuickBooks® and give you insight as to how you can get more out of QuickBooks® and ways to automate your current accounting processes.

Phase II - Real World Training

We will train you and your staff one-on-one with your real customers. We ask all the right questions and make sure that we are training you on the most effective way to use Smart Service™ within the way your current business processes work.

Phase III - Quality Assurance

We will learn how your training experience went. We make absolutely sure that we haven't left any issue on the table. If need be, we provide you with follow-up dates so that we keep progress moving in a forward direction

When it comes to Service Software nobody beats Smart Service™

QuickBooks™ Integration-Designed for QuickBooks™
Service businesses choose Smart Service™ first because there is no other service software with true QuickBooks™ integration. Smart Service™ software eliminates double data entry between your scheduling, routing, and dispatch software and your accounting software. Your company maintains customer item level detail in QuickBooks™ with almost no double data entry. This powerful feature will save you thousands of dollars in payroll and eliminate costly data entry errors.

HVAC Software
Smart Service™ software will help your HVAC company grow with marketing features to help you choose where to increase or decrease marketing dollars. Smart Service™ will also help HVAC companies dispatch jobs and maintain efficient routing and scheduling. Smart Service™ HVAC service software will help you maintain detailed customer history and equipment data. Don’t just service your clients; impress them with your customer management abilities.

Electrician Software
Smart Service™ electrician software allows your electrical company to manage more people more efficiently. The visual scheduler will allow you to dispatch electricians to their jobs via text messages, cell phones, or laptops. Once your technicians diagnose the problem you can quickly update the customer information and route them to the next job. Then send everything over to QuickBooks™ with the touch of a button.

Plumbing Software
The routing software and dispatching software features of Smart Service™ will take your plumbing company to the next level. Many times when clients call they need your plumbing services right now and the Smart Service™ scheduling features make this process effective and efficient. When a customer calls, and the water is not running, your plumbing service company needs to know when you can get there. Service software that works makes this possible and Smart Service™ is the answer.

Window Cleaning Software
Smart Service™ window cleaning software provides highly flexible recurring scheduling features that window cleaning companies demand. Schedule and route services on 28 day cycles or any customized pattern you desire. The scheduling software allows you to reschedule individual services or multiple services. Smart Service™ will also help you assign crews and equipment to jobs as needed and minimize double bookings. This is truly service software that will help your window cleaning business grow and succeed.

Document Destruction Software- Shredding Software
Smart Service™ shredding software provides document destruction companies with flexible recurring service schedules. Smart Service™ software also provides shredding companies with the ability to track the location and status of multiple bins at customer locations. The routing software will also help shredding businesses track route capacity and optimize service stops efficiently.

Pest Control Software
Smart Service™ pest control software provides pest control companies with a visual scheduler to find open appointment times and then schedule the customer accordingly. Manage your recurring pest services quickly and easily while tracking chemicals and target pests. Smart Service™ software will help you manage and grow your pest control company into the future.

Lawn Maintenance Software
Smart Service™ software was designed with lawn care companies in mind. The routing software allows you to optimize your route stops to save time and fuel. Extra stops mean extra revenue. Create service item groups and keep detailed notes about each yard for your clients. Scheduling and invoicing are simple with Smart Service™ software. Market to potential customers and create quick proposals and estimates for potential lawn service customers.

Landscaping Software
Smart Service™ software is designed to schedule and dispatch crews on landscape projects. Keep track of assets and equipment on site. Smart Service™ is integrated with QuickBooks™ so your job costing and inventory management are made easy. Keep detailed and unlimited notes on jobs so that you can provide superior service. Your landscape company will thrive with Smart Service™ software.

Pool and Spa Software
Smart Service™ provides Pool and Spa service companies with routing software and scheduling software to help open up and close pools efficiently. The dispatching software features will also assist your pool service company with regular cleanings and chemical check ups to maintain a sparkling clean pool. Once you have completed the services all the data and invoices will automatically integrate with QuickBooks™.

Irrigation Software
Smart Service™ is the service software for irrigation companies. Smart Service™ has routing software and scheduling software to help you complete all of your Spring start up services and Fall clean out services efficiently. Irrigation companies can quickly schedule service calls and even store pictures of zone layouts for customers. Keep track of equipment warranty information and inventory with QuickBooks™ integration.

Chimney Sweep Software
Chimney Sweep companies love Smart Service™ software for scheduling and routing their technicians. You can store photos of chimneys and create proposals for recommended work. Smart Service™ software allows you to keep estimate for customers and create reminders to call them back. Chimney companies can expand and grow their chimney service company with Smart Service™.

Construction Software – Contractor Software
Smart Service™ software can help construction companies and contractors manage their projects. The Smart Service™ Scheduling software allows you to schedule crews and equipment on jobs. Track large assets that your construction company owns and where they have been used as well as preventative maintenance. Smart Service™ is designed for QuickBooks™ so inventory and job costing features are easy to use.

Maid Service Software
Maid service companies benefit from the scheduling and routing features in Smart Service™. Recurring services are easy to set up and change when necessary. Smart Service™ allows maid businesses to keep detailed notes on each client so that you can provide superior service. Assign crews to houses or jobs and route them efficiently to each stop. Smart Service™ is designed to work with QuickBooks™ so posting jobs and invoicing requires no double data entry. Your maid service business will love Smart Service™.

Roofing Software
Roofing companies use Smart Service™ for estimates and proposals for potential clients. The routing software and scheduling software help get crews to jobs efficiently and on time. The marketing features allow roofing businesses to follow up on estimates and win more business. Roofing repair companies like the mobile field solutions for estimating. Smart Service™ has the roofing industry covered when it comes to service software.

Handyman Software
Smart Service™ is great software for handyman service companies. The estimating features make bidding jobs simple and easy to follow up for sales people. Smart Service™ software has marketing features that will show you where your marketing dollars are effective or costing your company money. The dispatching and scheduling software features help you get your employees to the job on time while saving fuel costs. Smart Service™ software can help you fix up your handyman company and grow.

Home Healthcare Software
Smart Service™ software will help your home healthcare company schedule your care givers based on their expertise and availability. Keep detailed notes about clients and services performed. Smart Service™ can help you home healthcare business route employees more efficiently and maintain schedules for multiple employees on a visual scheduler. Mobile field solutions can also help home healthcare services improves record keeping and save on double data entry.

Appliance Repair Software
Smart Service™ will make scheduling service appointments easy with the scheduling software features for appliance repair companies. Smart Service™ software is compatible with QuickBooks™ which makes tracking parts and inventory a breeze. Dispatch technicians and provide efficient routes to save on fuel costs to help grow your appliance service business.

Power Washing Software
Pressure washing companies love Smart Service™ because it makes scheduling jobs quick and easy. Whether your power washing business is doing recurring services or one time services the scheduling software makes it easy to manage your jobs. Keep detailed notes on customers and use the marketing features to sell new and existing customers your power washing services.

Snow Removal Software
Snow Removal companies can utilize the routing and scheduling features of Smart Service™ to grow and maintain their client list. Keep track of the number of pushes completed for each customer. Since Smart Service™ is fully compatible with QuickBooks™ invoicing is quick and easy.

Tree Service Software
Your tree service company will thrive using the scheduling software features in Smart Service™. Never double book or miss jobs with the calendar and schedule features. Keep detailed notes on each customer and use the marketing features to earn more business from each of your clients. Invoicing is very simple with the QuickBooks™ integration features.

Glass Replacement Software
Glass repair service companies like the dispatching features available in Smart Service™. Complete more service calls while saving time and fuel costs with the routing software features. Glass service companies also use the marketing features to send reminders to clients for maintenance services. Invoicing is made easy with the superior QuickBooks™ integration design.