SmartServ

SmartServ is an all-in-one field service management platform built to increase business efficiency and save time for your back office managers & field technicians. Provide better customer service by handing SmartServ to your field techs. With SmartServ your techs will know past customer job history, maintain year-long service agreements, find upsell opportunities, take picture notes, and much more.

Most importantly, we are price friendly and will not burn a hole in your pocket.

Our iOS App will work on any Apple iPhone & iPad device. Some of its features:

One Tab Job Details
View past customer job history
View internal notes
Add job notes both internal and external
Click pictures and annotate them
View attached service agreements
Easy Clock in & Out
View past rejected proposals
Customer Location Routing
Work without internet

Billing - Estimates & Invoices
Create easy estimates on the field
View Picture based price book
Add markups, discounts, trip charges
SMS, Email Estimates & Invoices
Customer e-signature supported

Collect Payment
Accept cash, check, or credit & debit card
Receive payment on the field
SMS or email payment link to customer
Provide Customer Financing Options to your customers

SMS & Emails
Auto trigger “On My Way” Messages & email
Send technician information to customers
Request Customer Reviews
Send estimates & invoices
Auto remind pending invoices

Checklist & Forms
Create custom checklist & forms
Train your techs with checklists and forms
Reduce job error rate with checklists
Create reports out of the form

SmartServ Badges:
Best Ease of Use Field Service Management Software (2020)
Best Value Field Service Management Software (2020)
Best Value HVAC Software (2021)
Best Value Service Dispatch Software (2021)