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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 Real Scheduler?

This versatile tool, designed for reliability and accessibility from nearly any location, enables you to effortlessly track payment histories and outstanding balances for each client. It works seamlessly on any PC, Mac, or mobile device, allowing you to schedule appointments in a matter of seconds. You have the ability to oversee all your appointments with convenient filtering options by staff or client. Furthermore, you can easily download data in Excel or PDF formats, thanks to customized filters and reporting features. Integrated with Google Maps, locating staff and clients becomes an effortless task, and you can adjust appointment details in real-time to meet the preferences of your staff or clients. Additionally, this system integrates with Quickbooks, Freshbooks, and a variety of billing software, ensuring you never miss an appointment, aided by Google Calendar synchronization. You can also create and modify to-do lists for technicians, converting them into appointments as needed. The inclusion of the Slack API allows technicians to send updates regarding their status and whereabouts. What sets Real Scheduler apart is its extensive array of flexible options that adapt to your business's changing needs. Unlike others, Real Scheduler emphasizes delivering affordable, customized features that align specifically with your requirements, providing a tailored experience that evolves alongside your business. By prioritizing user experience, it guarantees that you are always equipped with the tools you need for efficient management.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Real Scheduler

Date Founded

2011

Company Location

United States

Company Website

realscheduler.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

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

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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