Smart Service

Smart Service 🧰 The ERP for Field Service Businesses
All-in-one scheduling, dispatch & QuickBooks sync. Built for HVAC, Plumbing, Electrical & more.

Add routing, scheduling, dispatching, and more to QuickBooks with a single spectacular, award-winning software tool. Stop wasting time digging through filing cabinets and drawing up handwritten schedules. Let Smart Service dispatch work from the office to the field with a few simple clicks. Free up your company to do what it does best: more jobs!Smart Service supports QuickBooks Pro, Premier, Enterprise, and Online, streamlining your job process regardless of which QuickBooks platform you use.

Here's a trick we see every month: invoices sitting in a pile until the 31st. 👻 The treat: the invoice goes out the mome...
10/31/2026

Here's a trick we see every month: invoices sitting in a pile until the 31st. 👻 The treat: the invoice goes out the moment the job closes. Same day. Every time. Which trick is haunting your shop this Halloween?

10/30/2026

Trick or treat. Field service edition. 🎃🍬 Four calls your shop makes every week, and which one is the trick. Watch to the end for the treat bucket.



smartservice.com/free-demo

10/30/2026

Full schedule. Strong revenue. Wrong number to be watching.

Busy season fills your schedule, pushes your team and brings in real revenue. It also hides the jobs that cost more than they bring in: overtime that was not estimated, callbacks that were not tracked, parts that were pulled and never charged.

The Oracle in Smart Service shows you which jobs are making margin and which ones just look like they are. You see it during the season, while you can still do something about it.

What does your busiest month look like when you look at margin instead of revenue?



smartservice.com/features/the-oracle

10/30/2026

Max will come to the door. Your new tech should know that before they knock. Smart Service carries the visit history and the relationship notes to the new tech's phone before they arrive, so their first visits start warm instead of cold. How do you prep new hires for their first solo calls?

10/30/2026

Have you ever needed a before photo from a job and not had one?

Smart Service makes the before photo part of every work order, so it's there three weeks later when the call comes in. Take the photo. Before you touch anything.

10/29/2026

Your Tuesday and your office manager's Tuesday are not the same day.

A disputed invoice. An unmatched payment. A lapsed agreement. A quote nobody followed up on. They handle all of it before noon, and every call they make protects the business.

Tag your office manager. This one is for them. What task takes up the most of your time when it shouldn't?



smartservice.com

10/29/2026

Good news: someone paid you. Bad news: you don't know who it is. No invoice number, customer name, or reference.

Now you check open invoices, find three with the same amount, call the bank, dig through the mail and ask around the office. Forty-five minutes later you know who paid. Or it sits in a drawer until someone has time.

Smart Service matches the payment automatically when the reference is present, and flags it the day it arrives when it is not.

How long does it take your team to match a payment that arrives without a reference number?



smartservice.com/features/do-the-work

10/29/2026

Twenty minutes away or four? The board doesn't always know. Smart Service does.

See the nearest available tech before you assign, not after the drive.

10/29/2026

Vacation season hits every shop. Your best tech gets a week off. Your best customer still needs service.

Send the next tech with everything Ray knows: the morning preference, the unit to check first, the dog at the door.

10/28/2026

Two kinds of callbacks. One is a learning opportunity. The other is a pattern you missed.

The callback you couldn't have predicted is a new problem: different equipment, different failure mode, nobody saw it coming. The one you could have predicted already happened twice. Same tech, same equipment type, third time in sixty days.

Smart Service flags first-time fix rate by tech and by equipment type, so you see the pattern at callback one, not callback three. At callback one the conversation is coaching. At callback three it's damage control.

Which is showing up most in your operation right now?



smartservice.com/features/do-the-work

Address

Columbus, OH

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+18885180818

Website

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