Work smarter not harder with smartservice
Service Agreement
Work smarter not harder with smartservice
Work smarter not harder with smartservice
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Manage, Track, Schedule, and Invoice with Ease
Service agreements and preventative maintenance contracts are the lifeblood of recurring revenue for businesses in the service trades. Managing these contracts effectively ensures consistent customer satisfaction, timely service delivery, and a predictable income stream.
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Smart Service combines management, tracking, scheduling, and invoicing
into one seamless solution, making automating your service agreements and preventative maintenance operations easier than ever. Ensure no job is missed, invoices are timely, and customer equipment is well-maintained.
Why Service Agreements Matter
Service agreements and preventative maintenance contracts allow businesses to deliver ongoing services to customers, ensuring equipment uptime and regular maintenance. However, without the proper solution, managing renewal dates, tracking customer equipment, and billing for these recurring services can become cumbersome.
Smart Service transforms this process by offering an all-in-one platform that automates every step of the way, from scheduling service visits to invoicing customers for recurring work.
Work smarter not harder with smartservice
Features that matter
Key Features of Smart Service’s Service Agreement Management
Smart Service provides a complete solution for handling service agreements and preventative maintenance contracts. Here’s how our feature helps you keep every service on track, improve customer satisfaction, and generate recurring revenue:
Automated Service Scheduling
Smart Service generates service appointments and recurring work orders ahead of time, ensuring no services are missed. Every service agreement is tied to your customers' needs, with customized frequencies to match their required maintenance schedules. This not only improves operational efficiency but ensures that each job is scheduled and completed in a timely manner.
Integrated Billing and Invoicing
Tired of manually processing service agreements? Smart Service automates billing and invoicing for all your recurring services. Whether you need monthly, quarterly, or annual invoicing, our system handles it with ease. Additionally, invoicing is integrated with payment collection, meaning you’ll never have to chase down payments again. Want more details? Visit our Billing and Invoicing page for a deeper dive into our invoicing capabilities.
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Customer Equipment and Service History Tracking
Keep track of every piece of customer equipment, including make, model, serial number, warranty information, and service history. Smart Service links equipment directly to service agreements, ensuring that maintenance schedules are up-to-date and that service history is easy to access.
This not only helps maintain equipment properly but also ensures long-term customer satisfaction by providing reliable preventative maintenance services.
Customer Equipment and Service History Tracking
Keep track of every piece of customer equipment, including make, model, serial number, warranty information, and service history. Smart Service links equipment directly to service agreements, ensuring that maintenance schedules are up-to-date and that service history is easy to access.
This not only helps maintain equipment properly but also ensures long-term customer satisfaction by providing reliable preventative maintenance services.
Comprehensive Agreement Management
Manage all aspects of your service agreements from one centralized hub. Easily track renewal dates, service levels, invoicing details, and payments. Smart Service ensures that no contract is overlooked and allows you to offer service tiers like Silver, Gold, or Platinum agreements, each with varying terms and benefits. This flexibility allows businesses to manage everything from simple residential contracts to complex commercial service agreements.
Customization and Flexibility
No two customers are the same. With Smart Service, you can customize each service agreement to reflect your customer’s unique needs. Whether it’s managing warranty expiration dates, automating price increases, or assigning specific work orders to a customer’s contract, Smart Service gives you the flexibility to create agreements that are tailored to your business.
Automated Renewals and Notifications
Stay ahead of renewals with automated notifications that alert both you and your customers when a contract is nearing expiration. You can even offer early renewal discounts or implement automatic price increases to ensure your service agreements remain profitable over time.
Manage Both Residential and Commercial Clients Seamlessly
Smart Service excels in managing service agreements for both residential and commercial clients. Whether your business handles small-scale home services or large-scale commercial contracts, Smart Service provides the flexibility to manage different types of agreements under one system. For residential clients, you can manage recurring home maintenance services, while for commercial clients, Smart Service allows you to handle more complex, multi-location contracts, often involving equipment tracking and varying service levels.
- AdaptabilityManage varying service agreements for different types of clients without switching between systems.
- EfficiencyConsolidate agreement tracking, renewals, and invoicing for both residential and commercial clients. This ensures no contract is missed, improving productivity and reducing administrative overhead.
- Maximized Revenue PotentialSince Smart Service handles both residential and commercial agreements with ease, businesses don’t need to neglect one side of their operations due to limitations in their current software. This ensures you can capture all business opportunities, maximizing revenue realization and growth.
Work smarter not harder with smartservice
Key Benefits
Benefits of Smart Service’s Service Agreement Management
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- Reliable Recurring RevenueService agreements guarantee a consistent income stream, and Smart Service makes managing these contracts simple. With automated invoicing, tracking, and payment collection, your business can grow its service agreement base without increasing the administrative burden.
- Improved Customer RetentionRegular maintenance and reliable service lead to satisfied customers. By automating the scheduling of recurring services, Smart Service helps you deliver services on time, improving customer retention and increasing the likelihood of contract renewals.
- Efficient Workflow OptimizationSmart Service brings scheduling, invoicing, and equipment tracking into one seamless workflow, helping you optimize your operations. This saves time and allows your team to focus on high-priority tasks without missing important service milestones.
- Seamless Integration with Other FeaturesSmart Service integrates service agreements with every aspect of your operations, from the Billing and Invoicing system to customer records and scheduling. This all-in-one solution reduces the need for separate tools, streamlining your workflow.
- Scalable for Business GrowthWhether you’re managing a few service agreements or hundreds, Smart Service scales to fit your business needs. Smart Service grows with you as your customer base grows, handling the complexity of managing multiple agreements without adding administrative headaches.
Work smarter not harder with smartservice
customers say
Using Smart Service
how smart serviceroutingtransformed operations for clients:
We have been using Smart Service with the IFleet portion for our technicians in the field for about 4 years now. Overall it is a very good system.
“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.
Smart Service and iFleet have streamlined customer management, scheduling, and estimating repairs.
The mobile feature called iFleet is great. It gives you a real-time location of where your employees are through an iPad that they use.
The ease of setup and learning curve were rather straightforward and intuitive. The tech support is excellent as well.
Work smarter not harder with smartservice
smart service in Action
Take Control of Your Service Agreements
Ready to see how Smart Service’s advanced routing solutions can transform your business? Our tools are designed to help you streamline operations, reduce costs, and improve customer satisfaction. From Dynamic Route Optimization to Suggestions, Smart Service’s routing solutions will enable your business to operate more efficiently and profitably. Schedule a live demo today and experience the difference!
F
A
Q
Smart Service automatically schedules recurring services based on the customer’s service agreement, ensuring no service visit is missed and all jobs are accounted for.
Yes, Smart Service allows businesses to customize billing cycles, including monthly, quarterly, or annual plans, and automates invoicing and payment collection.
Yes, Smart Service allows businesses to create custom service levels, making it easy to offer tiered agreements with varying pricing and services.
Absolutely. Service agreements are integrated with Smart Service’s Billing and Invoicing to ensure seamless invoicing and payment collection.
Smart Service links customer equipment to service agreements, tracking make, model, serial number, service history, and warranty information to ensure proper maintenance and prevent equipment downtime.
Yes, Smart Service can seamlessly manage both residential and commercial agreements, allowing businesses to cater to a wider range of customers without switching between systems.
Smart Service’s Service Agreement Management feature automates the scheduling, tracking, invoicing, and billing of service agreements and preventative maintenance contracts, streamlining the process from start to finish.
By automating the entire process, from scheduling to invoicing, Smart Service reduces administrative workload and ensures that service agreements are managed efficiently, helping businesses maximize revenue and improve customer retention.
Smart Service tracks renewal dates and can send automated reminders to both the business and the customer. It also allows you to offer early renewal discounts and manage price increases.