Updates

At Smart Service, we work tirelessly to deliver the best possible software experience for our customers. This means incorporating user feedback and continually responding to industry trends. Every quarter, we release a major update that expands the functionality and features of Smart Service and iFleet. To browse a list of these additions, read on! To update your software to take advantage of these changes, click here.

Download the Latest Version

To install a Smart Service update, you must be up to date on Support payments.

To renew a lapsed Support plan (or for help installing an update), contact us at 1-888-518-0818 or click the button below.

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Still on Desktop?

This is Cloud.

Mission Control

It finds the open slot and catches the double-booking.

Cloud, anywhere

Your board, on your phone, from anywhere.

Ask your business anything

Ask it in plain English. It answers from your live data — no report to build.

Collection Management

Every open invoice ranked by the money most at risk.

Customer Portal

Customers book, sign and pay themselves.

Price Books

The vendor’s catalog, right on the quote.

See what you’re missing

NIGHT VISION

Address412 Oak Ave

SkillHVAC · Tech II

Duration2 hours

WhenThis week

Find the best openings

TOP 5 · SCORED OUT OF 100

Tue 10:00 · Jay94

Wed 8:00 · Pat88

Tue 2:30 · Mary81

Thu 9:00 · Jay76

Fri 1:00 · Pat70

Schedule ItScheduled · Tue 10:00

Watching for better slots

PatJayMary

No Heat10:30Tune Up10:30Estimate2:00

Repair8:00Install1:30

PM Visit8:30Duct Work11:30Water Heater2:00

INTELLIGENCE● LIVE

CRITICALPat is double-booked at 10:30.

View

IMPORTANT90-min gap on Jay's route. 2 Unassigned List jobs fit.

Preview

OPPORTUNITY36 Unassigned List jobs fit this week's routes.

Schedule

Smart Service · Live

No Heat
2:30

Reports · Revenue by month

Booked this week—128

Open quotes—17

Dana R.

Can someone come Tuesday?

Tue 9–11 works. Reply C to confirm.

✓ Confirmed

Office

Kitchen table

Bleachers

One system. Every screen. Live.

InvoicesLast quarter

Which service types lost money last quarter?

Reading 1,284 invoices…

Duct cleaning ran −8% on 14 jobs. Labor averaged 2 hrs over estimate.

Margin by service typeLast quarter · 1,284 invoices

31%Maintenance

24%Repair

17%Install

−8%Duct Cleaning

Collection Management

Open invoices as of September 19, 2026 · 528 invoices

Search account, property, invoice #, email

$1.32Mpast due67% of $1,958,863 open receivables

$3,998~~avg. invoice~~

$612K~~over 90 days late~~

122 days~~avg. lateness, $-weighted~~

13~~accounts past due~~

$126K~~older than a year~~

Not due · 182$639K

1-30 · 97$422K

31-60 · 57$206K

61-90 · 22$80K

91-365 · 110$486K

1 yr+ · 22$126K

Click a bucket to filter everything belowFiltered: 91–365 days · 110 invoices · $486KAged by days past due date

2$62K~~Not contacted~~

3$510K~~Follow-ups due~~

4$762K~~Promised / plans~~

1$189K~~Broken promises~~

2$272K~~Disputed & escalated~~

1$147K~~Sent to collections~~

3$166K~~Write-off risk~~

Work queue14 accountsInvoices528Activity log17

AccountPriorityPast dueAging mixOldestStatusCredit limit

Vantage Construction Partners44 invoices · 5 job sites

High

$189,197

693d

Broken promise

72% used

Larkspur Construction Group122 invoices · 12 job sites

High

$416,944

238d

Contacted

45% used

Riverbend Builders LLC20 invoices · 3 job sites

Medium

$80,708

675d

Write-off review

45% used

Hawthorne Builders Inc.89 invoices · 7 job sites

Medium

$265,304

249d

Promise to pay

60% used

Northgate Development Co.31 invoices · 4 job sites

Medium

$86,912

52d

Disputed

28% used

Largest past-due accounts

Larkspur Construction Group$417K

Hawthorne Builders Inc.$265K

Vantage Construction Partners$189K

Northgate Development Co.$87K

Riverbend Builders LLC$81K

Tidewater Construction Services$55K

Open invoices

$312 · Furnace repairDue Friday · Oak Ave

Pay withCard or bank

Pay $312Paid

Quote

Quote #2210New water heater

Deposit due · $150

SIGN HERE

Approve & signApproved
$150 deposit paid

Book a visit

Fall tune-upPick a time that works

Tue · 8–10 am

Wed · 8–10 am

Wed · 1–3 pm

Book itYou're booked · Wed 8–10

Your visits

Mar 3 · Furnace repairInvoicePhotos

Nov 12 · Fall tune-upInvoiceReport

Jun 2 · A/C installInvoicePhotos

Customer portal

Pay invoices by card or bank

Approve, sign, and pay the deposit

Book the next visit

See every visit and document

Work Order #5531 · Oak Ave

ItemsTools ▾

Price Book

Labor · 2 hr

2-Ton Condenser$1,240

Create POPO #118 created

HSHVAC Supply Co.Price Book

Air conditioners › Condensers

Condensers

Air handlers

Thermostats

Compressors

2-Ton Condenser · 16 SEER

Outdoor unit · 208/230V · 2-stage

$1,240

Product page · Video · Expand image

Qty1Add itemAdded

Collection Management

Largest past-due accounts

Smart Service Update 121: New Track Overtime

Smart Service Update 120: New Deposit Process

Smart Service Update 119: Invoice Management

Smart Service Update 118: Streamline Your Workflow for Invoicing and Payment Processing

Smart Service Update 117: 64-Bit Upgrade & More

Update 116: Automated Billing with CardPointe

Update 115: New Invoicing Features, Save Payment Methods Easier, and an Audit Log Overhaul

Update 114: Reminders & Phone Calls in iFleet, Desktop Notifications, and Job Item Pricing Updates

Update 113: Label Updates, Easier Overnight Work, and Faster Sync Names

Update 112: Automated Reminders

Update 111: Statements

Update 110: Spell Check