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SmartServ Review

SmartServ
Our score: 8.6 User satisfaction: 100%

What is SmartServ?

SmartServ is a field service management software that enables you to oversee your business processes, such as inventory and customer management, in one platform. It offers scheduling and dispatching tools to help you keep track of individual assignments and job statuses, among others.

SmartServ also offers a mobile interface that you can use for remote work. Through this app, your employees and technicians can access their checklists, requests, and customer information anytime and anywhere. The app also serves as a mobile time card for employees completing tasks out of the office.

To help you make better business decisions, SmartServ generates reports and analytics that you can use to understand and visualize your accounting, operation, and productivity progress. Additionally, this platform offers CRM tools to help you keep a regularly updated record of all your customer information.

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Overview of SmartServ Benefits

Scheduling and Dispatching

SmartServ offers scheduling and dispatching tools to help you manage your employees’ time and meet customer requests on time. This platform allows you to view your team’s availability to prevent overbooking. You can also view their schedules based on the job location and their history of completed, started, and rescheduled tasks. For dispatching, you can see the job status in real-time, track where your team members are, and assign new jobs based on proximity to their current job site and availability. Your technicians can also access the details of the job through the dashboard to ensure that they are meeting your customers’ requests.

Invoices and Quotes

SmartServ provides invoicing and quoting tools to give you control over your cash inflow. This platform detects assignments with open balances. You can add all the billing information on the invoice before sending it to the customer. Additionally, you can also upload your price books so you can update your prices for all your services efficiently. Importing your price books also allows you to easily create customer estimates, which you can then send and convert into job assignments.

Maintenance Agreements

SmartServ enables you to create and manage your maintenance programs. You can input the details of your maintenance agreements so that you can easily access the forms, policies, and procedures relevant to the contract. This easy access to the information can also help your technicians sell new contracts and renew memberships while on-site for their assignments. This platform also enables you to send out customer notifications for renewals and maintenance schedules.

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Overview of SmartServ Features

  • Scheduling
  • Dispatching
  • Invoices and Quotes
  • Customer Management
  • Customizations
  • Integrations
  • Maintenance Agreements
  • Reporting & Analytics
  • Inventory Software

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

SmartServ Position In Our Categories

Keeping in mind businesses have unique business-related requirements, it is only logical that they avoid seeking a one-size-fits-all, ideal solution. Still, it would be hard to try to come across such an app even among sought-after software solutions. The reasonable step to do would be to shortlist the numerous key factors that merit consideration including crucial features, costing, skill aptitude of staff members, company size, etc. Thereafter, you should follow through your research fully. Read some SmartServ analyses and look over each of the solutions in your shortlist more closely. Such comprehensive product research guarantee you steer clear of ill-fitting applications and buy the system which includes all the features your business requires.

Position of SmartServ in our main categories:

Each organization has different needs and needs an application that can be customized for their size, kind of workers and customers, and the particular industry they are in. For these reasons, no system can offer perfect features out-of-the-box. When you try to find a software system, first be sure what you need it for. Read some SmartServ Field Service Management Software - FSM reviews and ask yourself do you want basic tools or do you want sophisticated functionality? Are there any industry-specific functionalities that you are searching for? Get the answers to these questions to aid your search. There are lots of factors that you need to consider and these include your budget, particular business requirements, your organization size, integration requirements etc. Take your time, use a few free trials, and finally select the app that offers all that you want to improve your organization effectiveness and productivity.

How Much Does SmartServ Cost?

SmartServ Pricing Plans:

Free Trial

Quote-Based Plan

Contact vendor

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What are SmartServ pricing details?

SmartServ Pricing Plans:

Free Trial

Quote-Based Plan

Contact vendor

SmartServ offers a quote-based enterprise pricing package. Contact the vendor for more information.

User Satisfaction

Positive Social Media Mentions 18
Negative Social Media Mentions 0

We realize that when you decide to purchase a Field Service Management Software - FSM it’s crucial not only to find out how professionals score it in their reviews, but also to check whether the actual clients and businesses that use it are indeed content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and SmartServ reviews across a wide range of social media sites. The information is then presented in a simple to digest format revealing how many users had positive and negative experience with SmartServ. With that information at your disposal you will be ready to make an informed buying choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for SmartServ?

SmartServ integrates with the following software and applications:

  • QuickBooks
  • FattMerchant
  • Gravity
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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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