Smart Service

Très bon logiciel

Commentaires : Dans l'ensemble , Smart Service est l'un des meilleurs pour la compatibilité avec des fonctionnalités innovantes qui permet la gestion clientèle, la facturation,la planification et autres . Très facile à utiliser et très impressionnant. Je le recommande

Avantages :

Smart Service est un meilleur produit pour la planification, la facturation des projets et est un outil de comptabilité. Très facile et très efficace

Inconvénients :

Dommage que c'est pas disponible pour tous les pays

Smart Service Makes Service Dispatch Easy

Commentaires : Smart service has been a pleasure to deal with and they have great tech support.

Avantages :

I love that we are almost paperless with this software. This has made everything at the click of your mouse.

Inconvénients :

I can not think of anything bad tp say about this software

Love the integration with QuickBooks

Commentaires : The transition from the old dispatch program was ok but not great but I don't feel that was Smart Service's issue as much as it was a planning issue within our company. A detailed migration plan should have been written out and discussed in advance so that everything could be addressed. I suggest Smart Service take that lead as many companies just don't understand the devil in the details until it is too late.

Avantages :

I love that it integrates with QuickBooks in real time. There are pros and cons to seeing every work order in QB but that also allows us to easily see how many times we have been to a customers house. As I said, the devil is in the details and if you just reach out to the customer service rather than struggle with the reports - they will teach you a lot and get you the report you need much quicker than you can do it yourself - until you learn how to do it yourself! The program is very customizable so that it can become what you need.

Inconvénients :

I would like the schedule board to act as a calendar too - the default search info isn't what i need but Smart Service can change the defaults - we just haven't it yet - I need to be able to schedule meetings/days off/ appts that are not service calls - in a manner that will allow them to be seen on the schedule without requiring that they be "Completed" 'cause then they disappear.....

Good in theory, but impractical in implementation

Avantages :

For the regular dispatching features, I was able to learn completely on my own with no instruction, becoming our in-house "expert." It is intuitive enough that I found solutions for problems that tech support thought had no work-around.

Inconvénients :

The program as a whole is outdated and clunky, built around Microsoft Access, limiting its modern application. For example, if you have a customer with 10 locations and 15 total jobs, and they change their billing address, you have to manually go change it 26 times, in a clunky system that is not fast at all. Adding a new customer takes forever, especially if you have a location and job to enter as well. There is also no feature to have an AP email for their default QuickBooks email, while still have primary contact's email prevalent. Scheduling is nice that a job can recur indefinitely, but if a job cancels, you have to change its recurrence pattern PRIOR to inactivating the job, or it still comes up on the schedule. It also has no features for a job to occur for a certain period of time, or to recur on a seasonal basis. If your customers have multiple services per invoice, it is a huge pain. The "Batch invoices to Quickbooks" feature requires the user to post each individual batch one. at. a. time. Again, on a slow, clunky system. Many of the advanced features have not worked for us at all, or were not as advertised in the demo. Granted, the most annoying part (the scheduler does not work for us) is largely due to our painfully slow cloud system, making it inoperable. If you want to print a schedule for each employee, be prepared to pay for an upgrade (ours was $600) so they can program a custom report for you, that is iffy on how often it works on the first attempt. (Ours works on the second attempt every time.) The "Prospect" feature is useless... it doesn't transition over to "Customer" well at all. It is also impractical to use many features integrated with Quickbooks-- it requires syncing for anything useful, and with a large customer database, that is completely impractical for the frequency required. Bill your customer a flat rate each month? Forget about it, unless you cheat the system and create two jobs-- one that is the real job for your employee and charges nothing, and one that only your accountant uses. Bottom line: It's intuitive to figure out basic functions, but there is SO much room for error, and something simple like an updated address once took me 2 hours to complete for our largest customer. They need to do a complete overhaul of their programming and add some basic features before I could recommend Smart Service to anyone. We've found that to make it work, it requires constant ingenuity to come up with a work-around for design flaws.

WRP feed back

Commentaires : We do enjoys the layout the seamless communication to be able to share from office to field tech. The information does not always sync up.. Causing issues slowing things down in the field. However there are some great features. Would like to be notified when updates are available done. Maybe via email that would be great. Would also be great if a update video to share the following new update features are now available. As is i called in other day with issue found I was five versions behind that there had been so many updates done that I was missing out on when you think I should have been made aware of this via email. Been dealing with so many glitches and set backs that could have been avoid. Disappoints now updated there are way more things to see I'm not even sure how that all work yet can you email me a break down of the newer features and how to... I also think that the fees to add an additional work stations seems high.... Thank you WRP Office

Avantages :

The layout and client fields and custom features

Inconvénients :

syncing can be an issue not being able. That when re activating job it does not have a easy close option that does not re send invoice to QB and or it fills ifleet with all the past jobs