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.

Smart Service automates customer notifications, such as informing them when a technician is "en route" or when the job has been completed. This ensures customers are kept in the loop throughout the job process.

Yes, Smart Service allows you to create and manage crews, making it easy to assign the right team to each job. You can organize crews based on job requirements, ensuring that jobs are completed efficiently.

The Customer Center integrates seamlessly with scheduling, invoicing, task boards, and reporting, offering a fully unified experience to manage your entire customer lifecycle.

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.

Two-Way Text Messaging allows you to engage directly with customers, providing real-time answers to questions and resolving issues faster.

Yes, the Customer Center includes detailed equipment tracking, ensuring your technicians always have up-to-date information on warranty, service history, and equipment location.

By automating key communications and integrating review requests into the workflow, Smart Service helps you generate more positive reviews and build a strong online reputation.

Yes, the Customer Center allows for customizable fields, letting you track any customer-specific information that matters to your business.

Yes, the Customer Portal provides your clients with 24/7 access to book services, view invoices, and make payments online.

Role-based permissions allow administrators to control who has access to specific customer records and data, ensuring each team member only sees the information relevant to their role.

Yes, Smart Service allows for two-way messaging, meaning customers can reply to text messages for real-time communication.

Yes, you can include a review request in your job completion messages, linking customers directly to your preferred review platform.

Absolutely! Smart Service’s Customer Center allows you to manage multi-location clients with a parent-sub customer hierarchy, ensuring you stay organized with complex commercial accounts.

Yes, Smart Service’s Customer Center includes robust reporting capabilities, allowing you to generate insights on customer activity, service agreements, equipment usage, and more.

Smart Service is built specifically for service trades, offering features like equipment tracking, service agreement management, and task automation—features you won’t find in generic CRMs.

You can automate job scheduling alerts, technician en route notifications, status updates, and job completion notifications to keep your customers informed at every stage.

Yes, you can easily transfer parts between trucks, warehouses, and other storage locations with Smart Service.

Yes, Smart Service enables you to create tasks and follow-ups for customer-specific activities, ensuring that no request or task goes unaddressed.

You can track a wide range of metrics, including work order, sales performance, scheduling, revenue, customer, and more.

Smart Service provides real-time visibility into inventory levels across multiple locations, allowing administrators to track parts usage, automate reordering, and maintain optimal stock levels.

Yes, Task Boards allow you to create multiple, customizable boards to fit your specific workflows, from administrative tasks to job management, ensuring that nothing falls through the cracks.

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.

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.

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.

Smart Service provides detailed reports on stock usage, parts transfers, inventory costs, and demand forecasting, offering insights that help you make informed inventory management decisions.

The Customer Portal automates service booking, invoicing, and payments, reducing the time your team spends on administrative work.

Yes, Smart Service’s mobile-friendly design ensures that you can access the Customer Center from anywhere, whether you’re in the office or in the field.

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.

Smart Service is accessible via desktop, tablet, and mobile devices, ensuring you can manage operations from the office or in the field.

With real-time tracking, inventory controls, and restocking features, Smart Service minimizes inventory leakage by optimizing your stock levels.

Smart Service is highly customizable, allowing you to tailor workflows, reports, and dashboards to fit the unique needs of your business and administrative team.

Smart Service automatically generates and updates the pending restock report and ready for quick purchase orders when inventory falls below preset thresholds.

Smart Service provides real-time tracking of all company assets, including vehicles and equipment. This allows administrators to monitor utilization and availability, reducing downtime and preventing scheduling conflicts.

Absolutely. The dashboards are fully accessible on any device with an internet connection, allowing you to monitor your business from anywhere.

Smart Service seamlessly integrates with purchase order functionality, allowing you to automatically generate and track POs directly from the system.

Absolutely. Smart Service features dashboards and detailed reports that provide insights into key metrics, helping you make informed decisions to enhance business performance.