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New to Smart Service?

If you’re just getting started with us, visit this page to see what milestones you should accomplish in your first few weeks. The Quick Start Guide is also available here if you need a refresher on the core features of Smart Service.

Dashboard

A visual display of your company's progress

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Search

Search for customers and related records

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Scheduler

Create and dispatch service calls

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Mobile

Manage and track your fleet from the office

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Office

Utilize administrative functions like mass emailing customers, reviewing timesheets, and more

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Marketing

Strengthen your relationship with current and potential customers

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Reporting

Create your own reports and get a better view of your business

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Settings

Make Smart Service work for your business

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Additional Modules

Google Calendar

View your schedule on the go with Google Calendar for Smart Service.

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Inventory

Manage and track inventory for your fleet in real time. Create purchase orders to replenish your stock.

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Service Agreements

This module is designed to help you manage your customer’s contracts, expirations, and coordinate renewals.

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Smart Leads

Integrate your website's contact form with Smart Service.

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Smart Routes

Manage your scheduled routes by reducing drive time and distance, minimizing fuel costs, and increasing employee productivity.

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Text Messaging

Want to send text notifications to customers for upcoming services, technicians on their way, and more? Get started here!

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CardPointe Integration

CardPointe Integration assists you and your team with taking payments in the office, field, and online.

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Automated Billing

Smart Service can automate your service contracts and secure funding!

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