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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 FieldAx?

FieldAx is a comprehensive field service software solution designed specifically for companies operating in the field service industry. With its advanced enterprise-level functionalities, it enables business tracking from any location. This platform simplifies the management of customer information and communication history, providing a holistic view of all client interactions. Users gain valuable insights into customer engagement strategies and details regarding ongoing deals, ensuring that every aspect of client relations is covered. Furthermore, the report generated offers a thorough overview of any repairs, maintenance, or installations performed by technicians on-site, which can be independently verified by customers or supervisors. Payment details for each invoice can be efficiently managed, including options for credit card transactions and net banking. For those utilizing the enterprise edition, there is the added benefit of configuring online payment gateways such as Stripe, Authorized.net, and PayPal. Additionally, FieldAx empowers field technicians to document their travel and job duration on their devices, allowing this time to be included as a labor charge in the corresponding invoice, streamlining billing processes and enhancing overall efficiency. This comprehensive approach ensures that no detail is overlooked, ultimately facilitating improved service delivery and customer satisfaction.

Media

Media

Integrations Supported

Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Salesforce
Stripe
Xero

Integrations Supported

Authorize.Net
PayPal
QuickBooks Accountants
QuickBooks Online
Salesforce
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$35.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SmartServ

Date Founded

2017

Company Location

United States

Company Website

www.smartserv.io

Company Facts

Organization Name

Merfantz Technologies

Date Founded

2012

Company Location

India

Company Website

www.fieldax.com

Categories and Features

Field Service Management

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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