Smart Service
Ajoutez la planification, la distribution et plus encore à QuickBooks.
4,3/5 (255 avis)Smart Service - Présentation
Description du logiciel Smart Service
Smart Service est un complément direct de QuickBooks qui ajoute des fonctions de planification et de distribution, entre autres, qui fait de QuickBooks un guichet unique pour tous les besoins administratifs d'une entreprise de maintenance sur site moderne. En outre, le système mobile Smart Service étend les capacités de QuickBooks avec la gestion client, les ordres de travail, le routage, le suivi du temps, l'inventaire, les estimations, les formulaires numériques, le suivi de la main-d'œuvre, les historiques de service et de nombreuses autres fonctionnalités simples d'emploi. Smart Service permettra de :
– Gérer les clients.
– Planifier les tâches.
– Traiter les documents papier.
– Distribuer les nouveaux ordres de travail.
– Optimiser les itinéraires.
– Suivre les progrès des employés.
– Surveiller l'utilisation des véhicules.
– Gérer les ressources.
– Analyser les marchés.
– Documenter le travail avec des images.
Étant donné que Smart Service fonctionne comme un add-on direct de QuickBooks, tout le travail effectué dans Smart Service est dupliqué dans QuickBooks en temps réel. Smart Service aide à éliminer les saisies de données superflues et permet aux entreprises de service de conserver tout leur travail dans un emplacement centralisé.
Des entreprises de CVC, de plomberie, d'électricité, de lutte antiparasitaire, de réparation d'appareils électroménagers ou de cheminées, de services informatiques, de construction, de destruction de documents, de protection contre les incendies, d'irrigation, d'entretien de jardins, de services de piscine, de gestion de biens ainsi que de nombreuses autres spécialisations de maintenance sur site utilisent Smart Service pour devenir mobile, s'organiser, augmenter leur efficacité et éviter les pertes.
Smart Service - Présentation
Prix
Types de licence
Smart Service - Fonctionnalités
Captures d'écran
Smart Service - Avis
Smart Service - Avis
Smart Service has been a God send to my company. We are now also "almost" paper free.
Efficiency - Efficiency - efficiency.
And did I mention efficiency???
Smart Service for HVAC-R Application
The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.
Scheduling Guru
My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.
Smart Service
Outstanding Software with Outstanding Customer Support
Smart Service is a reliable software that allows us to ease into our day and our driver's day. They know ahead of time what their schedule will be for the week. It allows me to spend more time with my customers. It makes scheduling a snap. Our invoicing goes out immediately, where before it went out a few days to a week later. Thus, we are getting paid faster.
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
Smart Service has been a God send to my company. We are now also "almost" paper free.
Avantages
Being able to use iPads or tablets in the field. By being able to use tablets we take away the technicians penmanship errors and can have the customer sign work orders so there is no confusion of who said what later.
Inconvénients
Not being able to track individual extinguishers by date and have them update to when service is needed.
Smart Service for HVAC-R Application
The scheduling is very simple and the different views (time stamp, location, etc) are helpful in keeping track of our technicians and communicating to customers. The time stamped notes are invaluable and help us to maintain a professional operation. The bookkeeping has been mainstreamed and our techs can now process credit/debit card transactions on-site which keeps collections down.
Avantages
I appreciate the ability to create different locations under one customer name. We have Home
Warranty companies that we contract with and we can neatly arrange their locations and jobs for ease of access. The ability to upload and store images of customers equipment has been invaluable for insurance claims and warranty coverage and keeping track of model and serial numbers. Being able to send emails and texts from within the program saves time and the message!
Inconvénients
Preparing reports that are specific to your needs. I have struggled with preparing a report that clearly shows what items we have sold and how many of them in a year. The screen flickers almost all the time when using Smart Service.
Scheduling Guru
My employer was quite hopeful that Smart Service would be the answer to our scheduling & invoicing headaches as he invested a great deal of money into the software, the iPads, man hours, time away from our regular business days to learn the system, etc. The idea of the system is really good. The implementation in daily business is not so good as it takes real dedication and compliance on everyone's part. He had to rework the inventory on Quick Books so items would be easier for the field guys to find, invent ways to charge mileage as we live in a rural area and Wyoming is huge, rework the labor hours so the men knew how to charge a customer in the field. With all the work we both put into it, the extra training I requested from My Service Depot, you would think that it would run smoothly. Smart Service is only as good as the people's efforts entering the data from a job. If they forget something it can cost the company a lot of money. Since we started Smart Service we have returned to paper as it can be tracked. Having a paper trail is very useful. My employer has returned to invoicing duties as he will know if the men forgot something on the invoice and won't have to eat the cost any more.
Avantages
Being able to schedule the field guys is fantastic. I can look at the screen and immediately know if I have a worker available or not. If a person takes the time to learn it the scheduler can be your new best friend. Some of the men really LOVE that they can take photos of the job site, the work, parts that need to be replaced and it stays with that job forever. I love that too. It is very handy.
Inconvénients
Since Smart Service makes a new, unique job in Quick Books every single time you make a job, it makes more sense to have QB in single user mode all the time so a job can be deleted if necessary but my employer uses QB in his office to do his bids and the invoicing so it can be a pain in the neck. There is no way to tell Smart Service to print ONE work order if the jobs are assigned to the department and to the person (indicates who is doing the job) it automatically spits out one for the office that I don't need, one for the job, and one for the human. Once a person's name is entered as a customer there is no way to change it. It is wrong forever. Once it is used in QB it can only be made inactive not deleted. It might be a Quick Books interface problem which is not really Smart Service's problem but if Quick Books runs into a problem and has to close (but they always apologize for the inconvenience ;) ) then I have to close Smart Service, re open QB, start Smart Service, wait for it to go through it's acrobatics (gathering data) before I can use it.
Smart Service
Avantages
We really don't use the Software to its fullest. It We love the part we use
Inconvénients
We would love to use the Service agreement billing but we bull a month in advance and the way it is designed we can not use it.
Outstanding Software with Outstanding Customer Support
Smart Service is a reliable software that allows us to ease into our day and our driver's day. They know ahead of time what their schedule will be for the week. It allows me to spend more time with my customers. It makes scheduling a snap. Our invoicing goes out immediately, where before it went out a few days to a week later. Thus, we are getting paid faster.
Avantages
Smart Service has streamlined and simplified our scheduling processes, service and billing. It has cut my paperwork down by half, allowing me to get other business tasks done that were going by the wayside.
Inconvénients
The first year, it was difficult flipping back and forth between Quickbooks and SmartService, until we built up a history on our customers.
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Smart Service - Prix
Smart Service - Prix
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Smart Service - Fonctionnalités
Smart Service - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Vidéos et tutoriels
Vidéos et tutoriels
Smart Service - FAQ
Smart Service - FAQ
Voici quelques-unes des questions fréquentes sur Smart Service.
Q. Quels sont les types de licence disponibles pour Smart Service ?
Types de licences disponibles pour Smart Service :
À partir de: 1 599,99 $US
Type de licence: Licence unique
Essai gratuit: Disponible
Q. Quelles sont les principales fonctionnalités du logiciel Smart Service ?
Nous n'avons pas d'informations sur les fonctionnalités de Smart Service.
Q. Qui utilise Smart Service ?
Utilisateurs habituels du logiciel Smart Service :
Grandes entreprises, Entreprises de taille moyenne, PME
Q. Dans quelles langues Smart Service est-il disponible ?
Langues dans lesquelles Smart Service est disponible :
anglais
Q. Quels sont les types de licence disponibles pour Smart Service ?
Types de licences disponibles pour Smart Service:
Licence unique
Q. Smart Service prend-il en charge les appareils mobiles ?
Appareils pris en charge par Smart Service :
Android, iPhone, iPad
Q. Avec quelles applications Smart Service peut-il s'intégrer ?
Applications s'intégrant à Smart Service :
Dropbox, Google Calendar, QuickBooks, QuickBooks Online
Q. Quelles sont les ressources d'aide disponibles pour Smart Service ?
Ressources d'aide disponibles pour Smart Service :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
Efficiency - Efficiency - efficiency.
And did I mention efficiency???