SmartServ

Overall: SmartServ has given the best customer service that I have seen from any company. [SENSITIVE CONTENT HIDDEN] and his team are always ready to answer any questions that I have to get me moving on my next idea. They have been able to implement some of my ideas helping my business flow that much better.

Pros: The ability to have all job information in one place has changed everything for us, no longer having to look around through 3 different programs to find everything. We have been able to custom make checklists to keep track of progress on each project. All of our safety forms & any others have been digitized for us and entered into SmartServ for us to use at any point. The integration for us was very easy, if there was any discrepancies I was able to bring them up and they were fixed or I was given a solution very quickly.

Cons: There is a few small issues with how the app loads, a quick refresh solves most of these problems.

Alternatives Considered: Jonas Enterprise, Dubsado and ServiceTitan

Reasons for Choosing SmartServ: After reading the reviews, and seeing how customer service was top priority is what made the decision easy. I have been working with other programs with little to no customer support and it has made it difficult to learn how to do something.

Reasons for Switching to SmartServ: We were using 2-3 programs to do what SmartServ is doing for us. The best part is that with everything being right in front of us and available on iPad in the field we are able to easily document as things happen, and less likely to forget to enter it in.

Overall: Unsatisfied. Does not fit our business needs. Communication from SmartServ stopped when we canceled our paid in full subscription and have been unable to get a Contractual Refund on the balance for over 3 months now. They will not communicate their intention to refund.We went back and forth trying to tailor the software to suite our business. It took a long time to get something simple and necessary as Sales Tax to even be installed in the software, but was not accurate. Too time consuming for seemingly 'simple' task. Technicians who took to Quickbooks quickly were confused and uncertain as to how to use the software after multiple zoom trainings and infield use.We got sucked into the demo which we felt amplified SmartServ abilities, but found out it was too much and lacked some functionality. They used our inspection templates, digitized them, and now market them. They are rudimentary at best.

Pros: New customer data can be auto-filled if found on the web. Links to Google and Yelp on Invoice.Tracking employees routesTeam was very responsive when seeking assistance

Cons: Minimal response from any of the SmartServ team to refund the contractually obligated amount after canceling service. That friendly SmartServ team is only responded to two emails out of multiple emails and phone calls.What was sold and anticipated as a great help during the demonstration turned out to be bulky, requires significant more time to set up, train, and use. Not intuitive and efficient like our previous software.Multiple steps to incorporate many software aspects. Really need someone in an office to manage taking the call, setting up the customer, entering work ticket, Calendar event, creating estimate, transferring to invoice, etc.Could not compute Sales Tax in California; whereas, previous software was accurate and updated frequently when Franchise Tax Board released new district/local tax. Worked with them patiently for 2 months to get something that was not accurate.Technicians were frustrated when attempting to transfer use of software to the field; whereas, they were able to do some administrative task, set-up customers, estimate, invoice in the field.We provided the info/template they digitized and now advertise for fire protection inspections. No ability to use RFID and Scanner to eliminate. I would have rather spent the money used on the SmartServ system to buy program and equipment to track asset/inspections.

Reasons for Switching to SmartServ: Originally looked for a full management software for future growth but found this system to not be complete and not user friendly. Ultimately ended up back to Quickbooks Online and all the headaches of trying to implement and manage this software went away.

Overall: The customer service with SmartServ is great. They are always there and able to help with any inquiries or issues. They are also always open to taking new ideas to improve the product. So far, this has been an easy product to use with enough features to help our business grow.

Pros: Very easy to use features, straightforward and easy to understand as a new user. Also easy to use in front of customers to show estimates, collect payment etc. Visually done well. Syncs easily with Quickbooks.

Cons: Once jobs are completed you cannot edit the timing in the schedule to reflect the job correctly. You also have to remember to save every time you make a change on the schedule tab.

Reasons for Choosing SmartServ: Service Titan is currently out of our price range.

Reasons for Switching to SmartServ: Needed something with more customization options and more in depth tracking and note keeping. We were growing quickly as a business and needed something to keep up with that.