Make your CRM work for you.

Eliminate double entry completely. Sync Accounts/Contacts, Tasks/Items, Invoices, Sales Orders, Quotes, Purchase Orders, Vendors, and more with just a tap of a button.

Personalize your customer experience

Every company has its own personality and a unique way of functioning. Your customers need to recognize your brand’s voice at every touchpoint. Your team represents your brand and they need to be armed with the right set of tools.

SmartServ is highly configurable

With SmartServ’s extensive customization capabilities, you can create a workflow that is perfect for your business. Brand your customer engagement to reflect your website, or to other social media channels. Send special instructions and checklists to technicians to follow in the field pre-job, on the job, and post-job.

Retain Brand Identity

From changing the email templates to match your social media links to modifying the invoice & estimate copy visible to your customers, you can easily build a customer experience that looks and feels like your brand. With advanced customizations, you can completely tailor your customer’s experience, right down to every minute detail.

Build customized forms & checklists

Collect comprehensive information about the problem when technicians diagnose in the field, using custom forms & checklist. You can use text fields to collect open-ended data or dynamic dropdowns to give your techs & customers a list of options to choose from.

Define Access with Custom Roles

Decide what each user on your team sees in the CRM with selective permissions. With custom roles, you can configure settings so that your CSR’s see only jobs, invoices and schedule while your warehouse team focusses on the Inventory module.

Advanced customization options

Custom work order types

Track tickets with custom work codes tailored to your trades.

Multilingual support

Scale your team across multiple languages and time zones.


Find help articles and how to's and self troubleshoot issues.

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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