Work smarter not harder with smartservice
Turn Data Into Growth with Real-Time Business Intelligence
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Customizable Dashboards and Reporting That Provide the Insights You Need
Supercharge your decision-making with Dashboards—Insights and Analytics, the all-in-one solution that gives you real-time access to the data that matters most. With customizable dashboards and reporting, you can focus on the parts of your business that need attention, from tracking work orders to monitoring sales performance and customer interactions. Gain actionable insights into every aspect of your operations, helping you streamline workflows, boost efficiency, and drive profitability.
- Real-Time Data: Make informed decisions based on up-to-the-minute insights.
- Customizable Dashboards: Tailor your data view to focus on the key performance indicators (KPIs)Â that matter most to your business.
- Boost Efficiency: Eliminate bottlenecks and optimize workflows with clear visibility into every aspect of your operation.
Maximize Team Productivity with Real-Time Call Data
Empower your sales and service teams with Call Metrics, tracking every interaction for deeper insights. Whether it's sales calls, appointment setting, or customer service, you’ll have the data to understand how your team is performing. With categorized call data, you can identify which efforts drive results, optimize your strategies, and ensure no opportunity is missed.
- Track Calls by Type:Analyze service calls, sales efforts, and appointment-setting data to measure effectiveness.
- Monitor Call Status:Stay on top of completed, scheduled, or missed calls, ensuring your team is hitting their targets.
- Boost Performance:Identify top performers and areas for improvement by tracking call outcomes and volumes.
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Streamline Appointments, Improve Customer Satisfaction
The Appointment Metrics dashboard provides comprehensive insights into your scheduling operations. From tracking completed to canceled appointments, you can identify inefficiencies, balance workloads, and ensure that your team delivers on time, every time. Gain real-time visibility into employee performance, appointment notifications, and service levels—all from a single dashboard.
- Real-Time Appointment Tracking: Monitor scheduled, in-progress, and completed appointments for full operational visibility.
- Optimize Workloads: Distribute tasks evenly across teams and regions, avoiding burnout and delays
- Enhance Customer Satisfaction: Ensure timely service with up-to-date notifications and appointment reminders.
Track Progress, Boost Efficiency, Maximize Revenue
Work Order Metrics provides the tools you need to manage job progress from start to finish. Track work order status in real-time, monitor revenue by job type, and evaluate technician productivity. This dashboard empowers you to identify bottlenecks, assign tasks more efficiently, and ensure every job is completed on time and within budget. Say goodbye to missed deadlines and hello to streamlined workflows.
- Track Job Status: See the current state of all jobs—whether they’re completed, scheduled, or in progress.
- Monitor Revenue by Job Type: Identify the most profitable services and adjust your focus accordingly.
- Improve Team Productivity: Measure technician performance and optimize your scheduling for greater efficiency.
Boost Retention, Improve Acquisition, Drive Loyalty
With Customer Metrics, you can drill down into your customer data to reveal invaluable insights. Track how customers are acquired, monitor payment behaviors, and segment your audience based on profitability or other key factors. This data gives you the tools to create targeted marketing campaigns, optimize payment terms, and retain your most valuable customers.
- Track Customer Acquisition: See which marketing channels drive the most business and refine your strategy accordingly.
- Segment Customers by Profitability: Identify and focus on your most valuable customers for better long-term growth.
- Optimize Payment Terms: Monitor how customers pay—whether net 30, on receipt or COD—and adjust terms to improve cash flow.
Close Deals Faster, Track Performance, Grow Revenue
Sales and Quote Metrics delivers the data you need to improve your sales processes and maximize revenue. From tracking quotes to closing deals, you can monitor sales rep performance, analyze conversion rates, and optimize your sales strategy to focus on what works. Identify top-performing reps and ensure timely follow-ups, keeping your sales pipeline moving smoothly.
- Track Sales Rep Performance: Measure each sales rep's success by revenue, quote volume, and conversion rates.
- Optimize Conversion Rates: Monitor quote-to-sale conversions to improve closing rates and increase revenue.
- Manage Outstanding Quotes: Keep track of unsold quotes and ensure timely follow-ups for better results.
Maximize Recurring Revenue and Keep Customers Coming Back
With Service Agreement Metrics, you can manage and track your service agreements and preventive maintenance contracts with ease. Monitor contract renewals, track recurring revenue, and ensure your customers stay loyal. This dashboard enables you to stay ahead of expiring contracts, increase renewals, and strengthen long-term customer relationships.
- Track Service Agreements: See which contracts are active, expiring, or pending renewal to keep customers engaged.
- Maximize Recurring Revenue: Identify opportunities for contract renewals and up-selling services to ensure a steady income stream.
- Build Long-Term Customer Relationships: Keep customers satisfied with proactive service, and preventative maintenance management, and timely renewals.
Simplify Invoicing, Streamline Cash Flow, Maximize Profitability
Invoice and Payment Metrics gives you real-time visibility into your financial health. Track paid, open, and voided invoices, analyze payment methods, and forecast revenue with confidence. Drill down into individual line items to see which products or services are driving the most profit. By staying on top of your invoicing and payments, you can improve cash flow and streamline your financial operations.
- Monitor Invoices in Real-Time: Keep track of paid, open, and voided invoices to maintain cash flow stability.
- Analyze Payment Methods: See which payment methods (credit card, ACH, check) are most popular and adjust billing practices accordingly.
- Identify Profit-Driving Services: Drill down into invoice line items to see which services or products are driving the most revenue.
Track Hours, Reduce Overtime, Optimize Payroll
Time Card Metrics offers detailed insights into your labor costs, helping you track employee hours, monitor overtime, and ensure accurate payroll. Break down time logs by employee, department, or shift, and adjust scheduling to avoid unnecessary overtime. With real-time data, you can manage labor costs more effectively and ensure your employees are working efficiently.
- Monitor Employee Hours: Track hours worked by department, employee type, and shift for better scheduling and payroll accuracy.
- Reduce Overtime Costs: Identify where overtime is costing you and adjust schedules to reduce unnecessary expenses.
- Optimize Payroll: Ensure payroll accuracy with detailed time logs and minimize manual adjustments.
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Q
It provides real-time insights across key metrics such as work orders, sales, customer behavior, and revenuehelping you make smarter decisions and optimize every aspect of your business.
You can track a wide range of metrics, including work order, sales performance, scheduling, revenue, customer, and more.
Yes, Smart Service offers robust reporting and dashboards, allowing businesses to track key performance indicators (KPIs) such as quote approval rates, deal statuses, and sales forecasts.
Yes, you can fully customize the dashboards to focus on the metrics that are most important to your business, enabling you to make data-driven decisions quickly and easily.
Absolutely. The dashboards are fully accessible on any device with an internet connection, allowing you to monitor your business from anywhere.