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All-in-One Platform for Field Service Management
With seamless access to technician availability, equipment data, and job details, Smart Service Cloud enhances both technician productivity and customer satisfaction. This comprehensive view of operations allows for improved route efficiency, tracking the entire business, and consistently exceeding customer expectations—all with one software solution.
Optimize Your Entire Service Operation with Smart Service Cloud
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Smart Service Cloud is a powerful field service management solution that streamlines every aspect of service operations.
From job management and customer management to scheduling and payment processing, this all-in-one platform ensures business operations run smoothly. Whether managing service agreements, technician schedules, or tracking job status, Smart Service Cloud provides the capabilities to maximize efficiency.
Marketing
Estimate/Quote:
Job Scheduling:
Dispatch & Communication:
On-Site Service:
Invoicing & Billing:
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Workflow Optimization
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industries we serve
Choose the solution built to support the way you work, streamline your operations, reduce inefficiencies, and enhance profitability.
Smart Service Cloud is designed to meet the unique needs of various service industries. Whether streamlining job scheduling, managing assets, or improving dispatch processes, Smart Service Cloud ensures businesses operate efficiently from start to finish. With its flexibility, workflows can be customized, service records managed, and performance optimized across any field service sector.
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features
Step into the future with field service management software designed to meet the needs of today’s service trades. Smart Service Cloud combines advanced technology with an intuitive, user-friendly interface, creating a powerful all-in-one platform that enhances every aspect of your field service business. From job scheduling and customer management to invoicing and data tracking, Smart Service Cloud delivers the features needed to optimize operations, improve technician productivity, and grow the business.
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100% Digital & Interactive
Digitize Every Form, From Custom Work Orders to Inspections
The Smart Service Cloud Mobile App sets a new standard with its cutting-edge custom forms capability, allowing service trade companies to digitize their workflows completely. With this app, your forms—whether work orders, quotes, service agreements, or checklists—become the front-end user interface, eliminating the need for paper. Replicate your existing forms or create new ones. These are your forms, and they become interactive, fully branded forms feature drop-down menus, checkboxes, signature fields, photo capture, and more, making it easy for your technicians to complete forms on-site from any mobile device.
Unlike other apps where forms are attached as static PDFs, the Smart Service Cloud Mobile App saves data directly to Smart Service Cloud, allowing for real-time reporting and analysis. This instant data capture ensures compliance with industry regulations, automates storage, and gives administrators real-time access. From state-required forms to custom maintenance agreements, all data is automatically stored and made available for dashboards and reports, eliminating delays caused by manual paperwork.
By going 100% digital, you not only save time and improve accuracy but also offer your customers a more professional and branded experience. The Smart Service Cloud Mobile App helps your business remain compliant, efficient, and paperless.
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customers say
Using Smart Service
What Do Our Customers Say About Smart Service Cloud?
Don’t just take our word for it—hear from businesses that have transformed their operations with Smart Service Cloud. From improved efficiency to enhanced customer service, clients continue to thrive thanks to the innovative tools built into the platform.
“The Help Desk has been incredible! We get instantaneous responses to our inquiries, and they resolve any issues and come up with solutions to our needs in a timely and efficient manner. They are friendly, knowledgeable, and readily available.”
These guys know what they're doing. And the support is always first class.
The ease of setup and learning curve were rather straightforward and intuitive. The tech support is excellent as well.
I now capture a lot of bids right away, sent to me direct from the field.
Mobile App
Field Service Innovation in the Palm of Your Hand
The Smart Service Cloud App equips technicians and crews with everything needed to efficiently manage work orders, job details, and customer interactions. This user-friendly interface connects techs directly with the office, providing full visibility into job status, equipment data, and technician availability. With instant access to essential information, field techs can complete tasks more efficiently and deliver exceptional customer service on every job.
Effortless Work Order Management
The Smart Service Cloud Mobile App simplifies work order management for technicians, ensuring every job is handled efficiently from start to finish. Techs can log time, update job status, capture customer signatures, and submit work orders directly from the field. This data ensures that back-office staff is always up to date, minimizing delays and improving overall operational efficiency.
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Instant Quotes and Estimates
Providing accurate quotes and handling service requests has never been easier. With the Smart Service Cloud Mobile App, technicians can generate on-the-spot quotes, adjust service details, and mark jobs as complete. This efficient workflow reduces manual entry, improves accuracy, and ensures tasks are completed quickly.
Many service trade businesses face recurring challenges that hinder efficiency and growth. Smart Service Cloud directly addresses these issues with innovative solutions that optimize workflows and improve operational success, whether the business services commercial, residential, or both types of customers.
Solutions Built for the Complexities of Field Service Operations
- Inadequate Scheduling Tools for Diverse Job TypesMost field service management software is built for simple service calls, forcing businesses to use workarounds or multiple platforms for more complex jobs such as multi-day jobs or recurring services. These workarounds defeat the purpose of a comprehensive field service solution, especially for businesses that service both commercial and residential clients.
- Solution Smart Service Cloud accommodates a wide variety of job types, from multi-day jobs and recurring services to route work and preventative maintenance. Whether servicing commercial or residential customers, this all-in-one platform handles the complexity of field service operations, offering built-in workflow automation so businesses can focus on productive tasks rather than workarounds.
- Lack of Visibility and Control Over Technician SchedulesUsing outdated scheduling workarounds like spreadsheets, whiteboards, or basic online calendars leads to inefficiencies and miscommunications. Administrators need an intuitive calendar system that offers visibility into the daily operations of their technicians and crews, regardless of whether they are managing jobs for commercial or residential clients.
- SolutionSmart Service Cloud’s dispatch board provides a live, intuitive calendar that enables administrators to monitor technician status, update jobs, and schedule tasks efficiently. This centralized solution removes the need for multiple products, providing clear visibility and control.
- Challenges Managing Service Agreements and Preventative Maintenance Contracts Service trades need a reliable way to manage recurring revenue through service agreements and preventative maintenance contracts for both commercial and residential customers. Many existing solutions do not offer the necessary functionality to handle these agreements efficiently.
- Solution Smart Service Cloud simplifies the management of service agreements and preventative maintenance contracts, integrating scheduling, invoicing, and customer communication. It also provides insights and analytics to help grow this core business area, turning it into a reliable revenue stream for both commercial and residential service agreements.
- Limited Access to Service Histories on the Job Site Many businesses struggle to give technicians access to previous service histories when they’re out in the field, resulting in delays and a lack of accurate information during jobs for both commercial and residential customers.
- Solution With Smart Service Cloud’s built-in CRM, technicians can easily access complete service histories on-site, including notes, parts used, and photos. This ensures they have all the information needed to provide exceptional service without relying on office support or paperwork, regardless of whether they are servicing commercial or residential customers.
- Inadequate Customer Equipment Tracking Tracking customer equipment, such as serial numbers, warranty details, and service dates, is vital to many service trade businesses catering to commercial and residential clients. However, most software solutions do not provide robust equipment management that is accessible in the field.
- Solution Smart Service Cloud offers a comprehensive customer equipment tracking solution, allowing technicians to view equipment details directly from the job site. Administrators can track equipment information through the CRM, making it easy to schedule future services and manage customer relationships, whether the customer is commercial or residential.
- Complex and Inefficient Payment Collection and Invoicing Many businesses struggle with collecting payments in the field, processing online invoices, or accommodating the varied invoicing needs of commercial and residential clients.
- Solution Smart Service Cloud provides flexible payment processing and invoicing solutions. Whether collecting payments on-site or through an online customer portal, Smart Service Cloud supports diverse billing methods to meet the needs of both residential and commercial clients, streamlining the invoicing process.
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CRM Solution
Complete Visibility Into Every Customer Interaction
Managing customer relationships is at the center of every successful field service business. With Smart Service Cloud, immediate and complete access to essential customer information is provided, whether servicing commercial or residential clients. The CRM is designed to give teams quick access to customer records, service histories, and active service agreements, ensuring that technicians and office staff stay informed and provide exceptional service.
From detailed customer profiles and communication tracking to robust task automation and easy-to-manage customer notifications, Smart Service Cloud ensures every interaction is logged and accessible when needed.
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- Complete Customer ProfilesManage and track service history, job details, and customer-specific equipment, providing access for both office staff and field technicians.
- Task AutomationAutomatically assign tasks, schedule follow-ups, and integrate tasks with other workflows, reducing the need for manual administrative work.
- Multi-Location ManagementHandle commercial accounts with multiple locations under a single profile, simplifying operations for larger, more complex clients.
- Customer NotificationsSend automated reminders, appointment updates, and invoices to customers, ensuring timely communication.
- Customer Portal ManagementAllow customers to access their service history, schedule new jobs, and pay invoices through a secure, easy-to-use customer portal.
- Communication TrackingTrack and log all customer interactions, ensuring every call, email, or note is easily accessible to the team.
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job types
All Your Job Types Handled With Ease
Businesses in the service trades manage a wide range of job types, from urgent service calls to long-term jobs. Without the right field service management software, this can lead to inefficiencies, scheduling conflicts, and missed appointments. Smart Service Cloud solves these challenges by automating scheduling, managing resources, and tracking job progress. With Smart Service Cloud, teams remain organized and on track, ensuring every job is scheduled and completed on time and within budget.
Service Calls
Quick Response for High-Quality Customer Service
Speed and efficiency are crucial for service trade businesses responding to service requests and urgent service calls. Smart Service Cloud allows for quick scheduling and dispatching of technicians, assigning the nearest available techs based on skill set and location. This ensures fast response times, accurate scheduling, and high customer satisfaction.
Recurring Jobs
Automate Recurring Maintenance and Service Tasks
Recurring maintenance and service jobs are essential for predictable revenue. Smart Service Cloud automates the scheduling of these recurring services, ensuring no jobs are missed, and appointments are made at the correct intervals. This reliable scheduling keeps clients happy and revenue streams consistent.
Service Agreement
Automated Scheduling for Consistent Service Agreement Fulfillment
Smart Service Cloud's dedicated features for managing Service Agreements and Preventative Maintenance contracts ensure businesses can efficiently handle long-term service schedules. By automating the scheduling of recurring services tied to these agreements, regular maintenance is completed on time according to contract requirements, keeping customer systems running smoothly and strengthening client relationships.
Multi-Day Jobs
Optimize Routes to Maximize Efficiency
Handling multiple jobs across different locations requires efficient scheduling. Smart Service Cloud’s route optimization features group jobs by proximity, reducing travel time and ensuring that scheduled jobs are completed efficiently. This boosts productivity and ensures teams stick to the scheduled routes, improving operational efficiency and customer satisfaction.
Route Work
Optimize Routes for Maximum Efficiency
For businesses handling multiple jobs across different locations, Smart Service’s route optimization tool helps group jobs by proximity, reducing travel time and fuel costs. With efficient routing, your team can complete more jobs in a day, boosting productivity and reducing operational expenses.
Serve Commercial & Residential Clients
Seamlessly Manage Commercial and residential jobs
Whether a business serves residential or commercial clients, Smart Service Cloud simplifies both job scheduling and service delivery. Track service histories, manage equipment, and automate invoicing while ensuring every job—no matter the complexity—is scheduled and completed seamlessly for an optimal client experience.
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Decision Making
Precision in Decision Making
In the service trades, running a successful business requires more than just guesswork—it requires precision. Smart Service Cloud offers advanced dashboards, insights, and analytics that provide detailed information about operations. By leveraging comprehensive data, it becomes possible to track key performance indicators (KPIs), monitor job progress, and evaluate technician productivity, all while making informed decisions to drive the business forward.
smart dashboard
With Smart Service Cloud, there is access to customizable dashboards that display essential metrics, giving a complete view of operations at a glance. Whether tracking service histories, evaluating job completion rates, or monitoring revenue performance, these insights ensure that every decision is based on accurate, up-to-date information.
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let's get started
the Ultimate Field Service Platform – Smart Service Cloud
Empower the entire field team and back-office staff with Smart Service Cloud, the all-in-one solution to enhance every aspect of field service operations. From managing schedules and generating estimates to automating job notifications and integrated payments, Smart Service Cloud provides the capabilities needed right at the team's fingertips.
F
A
Q
Yes, Smart Service Cloud offers dedicated features to manage service agreements and preventative maintenance contracts, including automated scheduling for recurring services based on contract terms.
Smart Service Cloud automates scheduling for all job types, allowing technicians to be assigned based on availability and skill set, ensuring that jobs are completed on time and without manual errors.
Yes, Smart Service Cloud integrates with QuickBooks™ Online to streamline invoicing, payments, and accounting, ensuring all data is accurately synced and up to date.
Smart Service Cloud manages a wide variety of job types, including service calls, recurring services, multi-day jobs, and route work, making it a versatile solution for all field service needs.
The dashboards in Smart Service Cloud provide customizable insights and analytics. Allowing businesses to monitor job progress, track key performance indicators (KPIs), and make data-driven decisions.
Smart Service Cloud enables technicians to work more efficiently and reduce downtime between jobs by providing access to job details, customer information, and optimized scheduling.
Yes, Smart Service Cloud is designed to handle the unique needs of both commercial &, residential clients, offering features to manage service histories, customer equipment, and more.
Smart Service Cloud supports automated invoicing and integrated payments, enabling businesses to generate invoices on-site or from the office and collect payments quickly, reducing administrative time.
Yes, Smart Service Cloud’s Dynamic Routing feature helps group jobs by proximity, reducing travel time and improving technician productivity by ensuring efficient job completion.
Yes, Smart Service Cloud features a built-in CRM that tracks comprehensive customer service histories, providing both office staff and technicians access to past job details, service records, and customer notes.