Smart Service

Smart Service

QuickBooks Planung & Ausführung

4.3/5 (246 Bewertungen)

Smart Service Übersicht

Smart Service ist eine Termin- und Aufgabenmanagement-Software mit QuickBooks-Integration, die das Management von Workflows im Büro und unterwegs ermöglicht

Preis

Beginnt ab
1.600,00 $
Preisoptionen
Kostenlose Testversion
Einmalige Lizenz
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Kanada, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Smart Service Bewertungen

Gesamtbewertung
4.3/5
88% Positive Bewertungen
128
Ausgezeichnet
89
Sehr gut
17
Durchschnitt
6
Gering
6
Schlecht
Brad C.
Mit Google übersetzen

Great Product & Great Support

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 20.1.2017
Quelle der Bewertung: Capterra

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. Whenever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Vorteile

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Nachteile

I've been using Smart Service and iFleet for nearly 4 years and I really couldn't imaging operating our service company without it. I've seen quite a few changes and feature upgrades throughout over the years which shows that the product has great support. When ever I have questions, they are answered right away. The only "complaint" I have if I had to make one would be that I would like to see the front facing camera be fixed within the iFleet app. I have been requesting this to be fix for the entire time that we have been using this product but it seems to go unnoticed. It must be a simple fix as every other camera app on iOS seems to work as intended. The pictures come in reversed which make reading numbers and words impossible. We use the front camera to take picture of product tags that are hard to reach. It would also be nice if the pictures were tagged with the job name and number so that we can easily locate and identify it. Thanks for a great product and all the support that goes into it. Looking forward to using this product for many years to come.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Denise F.
Mit Google übersetzen

ACI Smart Service Review 09-21-2016

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 21.9.2016
Quelle der Bewertung: Capterra

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.

Vorteile

The ease of entering customers, service tickets, time keeping and the GPS tracking are great benefits of this system. For the most part our technicians have been easily trained on the process and it has cut down on a lot of their processing time in the field.

Nachteile

We have used the "Get Customer" or "Sync Customer" functions many times and since some of our office employees enter data directly into QuickBooks, we've lost a lot of email address and contact information on our customers. This information is critical to our database and it's very frustrating to try to rebuild.
We have several labor descriptions for our business and the work tickets can be set up correctly for the type of labor on a service call, the information transfers to the invoice in QB correctly, but defaults to ONE labor description on the time cards. So I end up having to revise nearly ever time card entry to correct the labor code. Also have to change the service or installation name from the sales rep's name to the actual technician that did the work. This has made the payroll processing a lot more time consuming than it used to be when it was entered directly through the time card entry in QB.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10
Audra P.
Mit Google übersetzen

Love the integration with QuickBooks

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 2.9.2016
Quelle der Bewertung: Capterra

The transition from the old dispatch program was ok but not great but I don't feel that was Smart Service's issue as much as it was a planning issue within our company. A detailed migration plan should have been written out and discussed in advance so that everything could be addressed. I suggest Smart Service take that lead as many companies just don't understand the devil in the details until it is too late.

Vorteile

I love that it integrates with QuickBooks in real time. There are pros and cons to seeing every work order in QB but that also allows us to easily see how many times we have been to a customers house. As I said, the devil is in the details and if you just reach out to the customer service rather than struggle with the reports - they will teach you a lot and get you the report you need much quicker than you can do it yourself - until you learn how to do it yourself! The program is very customizable so that it can become what you need.

Nachteile

I would like the schedule board to act as a calendar too - the default search info isn't what i need but Smart Service can change the defaults - we just haven't it yet - I need to be able to schedule meetings/days off/ appts that are not service calls - in a manner that will allow them to be seen on the schedule without requiring that they be "Completed" 'cause then they disappear.....

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
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Weiterempfehlungsquote

8.0/10
Milakaa T.
Mit Google übersetzen

Smart Service is the program we use on an hourly basis to keep our service business going.

Täglich für 6-12 Monate genutzt
Bewertet am 27.3.2018
Quelle der Bewertung: Capterra

Everything is organized for me, makes taking, tracking calls a breeze!

Vorteile

Basic scheduling is very easy to learn, it only took me a couple of days to start scheduling basic calls. The rest involved mainly learning the service business that I work for in order to discover other needs within Smart Service. There is additional support via Smart Service's monthly webinars on various topics to assist with learning. I've attended 'Service Agreements' which I didn't know was possible until the webinar. I really like the reporting feature, it can generate useful data by request. For instance, pulling reports by customer location; if I want to view which customers live in South San Francisco I can easily create filters to do so. You really don't know how valuable a program is until your without it. We experienced our internet being down for half a day and had to go back to paper scheduling; that made us all realize how important Smart Service is to our business for sure!

Nachteile

If you misspell a customer name after selecting 'new customer/prospect' and make it to the main customer screen, you have to go into QuickBooks to make the corrections although it is a new customer. It would be better for new customers only to keep it unlocked until save is selected. That would save some time; I don't make constant errors but it happens occasionally. Also, tracking technicians does not seem to work 100%. I've made sure that their tablets are syncing but only have three technicians showing up on the map. Sometimes it can take a long time to load a customer and that delays a call and time. Other than those three minor problems, I can't really think of anything else.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Ken B.
Mit Google übersetzen

Best business software

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 21.9.2016
Quelle der Bewertung: Capterra

After trying many different types of software for my business, smart service outshines them all. Easy to use, functions in a way that makes sense with our business. It makes dealing with customer orders fast and efficient. Communicating with employees in the field has never been better for us. We can accurately and quickly make sure field techs understand where they should go and what they are to do. We can track revenue by forecasting and reviewing. This software really works. The support team is amazing.

Vorteile

It accomplishes all that we want out of a software without being complicated to use. It understands what we need to function and flow as a business. Using the software helps us be professional and profitable.

Nachteile

I can't really say anything negative about the software. I have heard others say they found a cheaper way to operate with software. It is usually people using several different software types or one program that is less quality. To me bad or clunky software/office operations cost money. Smart service is inexpensive when you realize the potential profits from a smooth running operation that is hassle free.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10

Smart Service Preis

Beginnt ab
1.600,00 $
Preisoptionen
Kostenlose Testversion
Einmalige Lizenz
Preis-Leistungs-Verhältnis

Smart Service Funktionen

  • Inventarverwaltung

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Anpassbare Berichterstellung
  • Audit Trail (Prüfpfad)
  • Automatische Benachrichtigungen
  • Benutzerdefinierte Felder
  • Berichterstattung und Statistik
  • Bestandsverfolgung
  • Compliance Management
  • Daten-Import / -Export
  • Dokumentenspeicher
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Integration von Dritten
  • Rechnungsmanagement
  • Wirtschaftsprüfung
  • Workflow-Management
  • Überwachung

Zusätzliche Informationen für Smart Service

Schlüssel-Features von Smart Service

  • Anpassbare Schnittstelle
  • Anpassbare Schnittstelle
  • Aufgabenplanung
  • Ausführung
  • Ausrüstung- & Fahrzeugortung
  • Benutzerdefinierte Formulare
  • Benutzerdefinierte ausfüllbare PDF-Formulare
  • Bestandsführung
  • Bestellungen
  • Datenkonvertierung
  • Echtzeit-Updates
  • Einstellungen
  • Feld-Schätzungen
  • Hosting
  • Integration in QuickBooks
  • Job-Planung
  • Kunden-Feedback-Sammlung
  • Kundendatenbank
  • Kundenhistorie
  • Schnittstelle ziehen und loslassen
  • Service-Routen
  • Service-Vereinbarungen
  • Serviceplanung
  • Setup-Hilfe
  • Sofortige Jobausführung
  • Training
  • Unterschriften-Erfassung
  • Video-Anleitungen
  • Website-Lead-Erfassung
  • Wiederkehrende Arbeitsplanung

Smart Service Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Smart Service.

F. Welche Preispläne bietet Smart Service an?

Smart Service bietet folgende Kostenpläne an:

Beginnt ab: 1.600,00 $

Preismodell: Einmalige Lizenz

Kostenlose Testversion: Verfügbar

F. Was sind die Hauptfunktionen von Smart Service?

Smart Service bietet die folgenden Funktionen:

  • Benutzerdefinierte ausfüllbare PDF-Formulare
  • Benutzerdefinierte Formulare
  • Kundendatenbank
  • Kunden-Feedback-Sammlung
  • Kundenhistorie
  • Anpassbare Schnittstelle
  • Anpassbare Schnittstelle
  • Datenkonvertierung
  • Ausführung
  • Schnittstelle ziehen und loslassen
  • Ausrüstung- & Fahrzeugortung
  • Feld-Schätzungen
  • Hosting
  • Sofortige Jobausführung
  • Bestandsführung
  • Job-Planung
  • Einstellungen
  • Bestellungen
  • Integration in QuickBooks
  • Echtzeit-Updates
  • Wiederkehrende Arbeitsplanung
  • Service-Vereinbarungen
  • Service-Routen
  • Serviceplanung
  • Setup-Hilfe
  • Unterschriften-Erfassung
  • Aufgabenplanung
  • Training
  • Video-Anleitungen
  • Website-Lead-Erfassung

F. Wer sind die typischen Nutzer von Smart Service?

Smart Service hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von Smart Service unterstützt?

Smart Service unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Smart Service an?

Smart Service hat folgende Preismodelle:

Einmalige Lizenz

F. Unterstützt Smart Service mobile Geräte?

Smart Service unterstützt die folgenden Geräte:

Android, iPhone, iPad

F. Mit welchen anderen Applikationen integriert Smart Service?

Smart Service kann in folgende Anwendungen integriert werden:

Dropbox, Google Calendar, QuickBooks, QuickBooks Online

F. Welche Varianten der Kundenbetreuung bietet Smart Service an?

Smart Service bietet folgende Optionen für Kundensupport:

Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Telefon-Support, Video-Anleitungen