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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 FormsPro?

FormsPro empowers organizations to create smart, mobile forms that enhance communication at every level. It facilitates the transfer of information between field teams, technicians, and clients, ensuring a smooth connection with your business systems. By providing technicians with guided forms designed for various operational scenarios, you can significantly improve efficiency. Make the switch from traditional paper forms and static PDFs by easily uploading images and documents to develop mobile forms. Promote a culture of safety by utilizing forms that require reviews, signatures, and photographic documentation. Our platform seamlessly integrates with your pre-existing business software, enabling you to deliver exceptional customer service. Collect vital data and automatically produce detailed reports to comply with regulations and safety standards, leading to substantial cost reductions. Utilizing FormsPro not only boosts your team's productivity but also enhances the overall quality of service, allowing your organization to stay competitive in a rapidly changing landscape. With this tool, you can transform the way your business operates and interacts with clients, driving innovation and growth.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$15 per user, per year
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

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

OmniByte

Date Founded

2015

Company Location

United States

Company Website

omnibyte.com

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 Service Management

Billing & Invoicing
Contact Database
Dispatch Management
Electronic Signature
Mobile Access
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Inspection

Appointment Management
Dispatch Management
Report Templates

Safety Management

Audit Management
Incident Management
OSHA Recordkeeping

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