SmartServ 2.1

SmartServ presents itself as a comprehensive field service management platform aimed at enhancing operational efficiency while streamlining processes for both back office managers and field technicians. Its implementation is designed to improve customer service by equipping field technicians with tools that enable them to access past job histories, manage ongoing service agreements, identify upsell opportunities, and document service interactions through photographs and notes.

One of the key advantages of SmartServ is its affordability, ensuring that businesses can leverage advanced features without excessive financial strain.

The platform's iOS application is compatible with any Apple iPhone or iPad, offering a variety of features that include:

• One-Touch Access to Job Details
• Viewing Past Customer Job Histories
• Accessing Internal Notes
• Adding Job Notes (Both Internal and External)
• Taking Annotated Photographic Notes
• Reviewing Attached Service Agreements
• Simplified Clock In & Out Process
• Checking Past Rejected Proposals
• Customer Location Routing
• Offline Functionality

The billing capabilities include:

• Simplified Estimation Creation On-Site
• Picture-based Price Book Access
• Capability to Add Markups, Discounts, and Trip Charges
• SMS and Email Dispatch of Estimates and Invoices
• Support for Customer E-signatures

Regarding payment collection, SmartServ facilitates:

• A variety of payment methods (cash, check, credit & debit cards)
• On-site Payment Processing
• SMS or Email Payment Links to Customers
• Financing Options for Customers

The platform also enhances communication through:

• Automated "On My Way" Notifications via SMS and Email
• Technician Information Dispatch to Customers
• Customer Review Requests
• Sending Estimates and Invoices
• Automated Reminders for Pending Invoices

Additionally, SmartServ allows for the creation of custom checklists and forms that help train technicians and minimize job errors while generating reports based on form submissions.

The platform has received recognition for its usability and value, holding several accolades:

• 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)