Customer Management

The one-stop client management software

Access the profile of customers with all the details in one place, like contact details, job tickets, estimates, invoices, forms & equipment, service agreements, etc.

How it works

View all your customers with their service location and billing location.
Access the profile of customers with all the details in one place, like contact details, job tickets, estimates, invoices, forms & equipment, service agreements, etc.
Check all the billing customers at once and know when to follow up for payment.
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See how Controlled Hydronics, Colorado increased their revenue by 200%

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Key Elements of this Feature

service agreement

Service Agreements

Ensure financial stability even during the off-season by creating, tracking, and customizing the service agreements. You can notify your customers regarding renewals in advance.

Custom Equipments

Score more jobs by allowing your website visitors to book appointments on the website with all available slot details.

custom equipments
SmartServ invoicing and estimates

Have access to Quotes/Estimate history through SmartServ field service management software, both on-the-field and in the back-office.

Mobile View

Add color and convenience to your dashboard by using different colors for different job updates.

invoice and estimates by smartserv

Industries we serve

Companies need the right tools in the office. Give your CSRs and office managers the tool to quickly pull up service history when customers call.Easily identify which customers are up to date with their balances and who needs a reminder.

Smartserv hvac scheduling software
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5/5

“We needed HVAC scheduling software for our business. SmartServ is so much more! Field techs can pull up directions to navigate Seattle’s confusing streets, and now I can manage the business from anywhere! I’m much more available to customers and techs.”

Ken Day, Owner
Dayco Heating & Cooling
Seattle, Washington State


Yes. SmartServ CRM software offers customer support anytime and anywhere throughout the day. A dedicated account manager stays in touch with each business for any queries. SmartServ also provides a field service mobile app for tech convenience on-field. Need assistance? SmartServ’s a call away!


Yes. SmartServ customer management software integrates with Intuit QuickBooks. It supports both QuickBooks Online and QuickBooks Desktop. With QuickBooks integration, SmartServ eliminates the double-entry requirements for accounts and bookkeeping. It ensures direct QuickBooks sync with timesheets and enhances payroll management. For more details, review SmartServ QuickBooks Integration.

Yes. SmartServ CRM software provides a mobile app compatible with both Android and Apple iOS users.

The techs on the field can access all customer details like work history, billing details, and more on the go. The techs can send voice commands for notes and access custom templates available for estimates and invoicing.

Weak internet network? No worries because the mobile app operates even in offline mode! And the best part, it is user-friendly and connects field techs with back-office in real-time without interruptions.

Want a list of all SmartServ features in your mailbox?

You will receive an excel list of all features for both the web and the mobile application. If you require a free consultation or demo, please schedule from the ‘Schedule a Free Demo’ button.

Try us. You will love the SmartServ experience.

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