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What is SmartServ?

Our software is specifically designed for family-owned field service companies, optimizing operations, improving communication, and effectively managing jobs. With our intuitive dashboard and detailed reports, you can gain insights into your most important revenue streams. Effortlessly identify the top performers among both your office and field staff. You can monitor job progress, track tickets, manage sold memberships, and keep an eye on generated revenue, including any potential missed opportunities. By utilizing our seamless Quickbooks auto-sync functionality, you can significantly reduce manual tasks and eliminate duplicate entries. Efficiently manage all technician activities, job hours, and payroll details with ease. Integrated call features allow you to access a complete history of each customer. Our digitized processes enable technicians to conveniently upload notes, images, and checklists for every job. You can retrieve customer information and invoices directly in the field, making payment collection upon job completion a breeze. The software facilitates task scheduling in seconds, categorizes jobs effectively, and keeps you updated on each technician’s availability. Save both time and resources through a real-time dispatch screen, while ensuring effective communication between technicians and the back office. Moreover, our platform provides the tools needed for data-driven decision-making, which can further enhance your business operations and improve customer satisfaction. Ultimately, this software not only streamlines your processes but also helps foster growth within your family-owned business.

What is Dynamics 365 Field Service?

Effectively addressing customer concerns on the initial interaction is crucial for maintaining satisfaction. Dynamics 365 for Field Service significantly improves this experience by ensuring transparent communication throughout the entire support journey whenever assistance is requested. The process begins with acknowledging the customer's service request and smoothly moves to providing details about the assigned technician, including their estimated arrival time, followed by updates after the service is completed, and a final confirmation once the issue has been resolved. By actively anticipating, recognizing, and tackling service-related challenges before they come to the customers' attention, businesses can ensure their operations are both reliable and efficient. Building customer trust and loyalty is achieved by equipping service managers and technicians with vital tools and information, allowing them to resolve issues swiftly. Furthermore, optimizing resource allocation and minimizing costs while facilitating excellent onsite interactions is accomplished by strategically deploying technicians exactly where and when they are needed, which guarantees a smooth service experience. This comprehensive strategy not only boosts customer satisfaction but also fosters operational excellence across various facets of the business, creating a win-win situation for both customers and service providers. Ultimately, a commitment to outstanding service helps in fostering a long-lasting relationship with customers.

Media

Media

Integrations Supported

Integrations Supported

AXtension Content Gate
AgriERP
Atfinity
Azumuta
BUILDFitters
Dynamics 365 Remote Assist
EasyTerritory
Ema
My DSO Manager
Obzervr
Rayven
Resco Inspections+
SensePass
The Asset Guardian EAM (TAG)
mainsim

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$95 per user per month

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

SmartServ

Date Founded

2017

Company Location

United States

Company Website

www.smartserv.io

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/field-service/overview/

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Fire Inspection

Not specified

HVAC

Not specified

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Field Sales

Not specified

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