Personalize your customer experience
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.
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.
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.
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.