Invoicing And estimating

Best invoice software for field service contractors

Assign your techs the right jobs and let the dispatchers communicate to-and-fro effectively with SmartServ scheduling & dispatching software.

invoice and estimates by smartserv

How it works

Create estimates by adding customer details, line items, service agreements, and more for the service call.
Send quotes to the customer and seek approval via email or on the field.
After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
Finalize the details and collect e-signature from the customer to save the invoice.
Previous
Next

See how Controlled Hydronics, Colorado increased their revenue by 200%

Play Video

Back-Office Features

  • Create estimates by adding customer details, line items, service agreements, billable hours, and more for the service call.
  • Send quotes to the customer and seek approval via email.
  • After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
  • Auto-select the new tax zone for your service location. Users can also add the service summary and attach pictures or videos with estimates and invoices.
  • Finalize the details and collect e-signature from the customer to save the invoice.

On the field Features

  • Create estimates by adding line items, trip charges, discounts, and more.
  • Get approvals from customers by collecting e-signatures from the app.
  • Easily convert estimate to invoice and get customer signatures with payment. Enter service summary with purchase order.
  • Get the status update for both invoice and estimate for each step, involving estimates approval, pending customer signature, and more.
  • Bonus: Get the option of progressive billing both from the SmartServ app & web with gravity payment partners.

Customers Choice Features

Good-Better-Best Options

Add reliability and improve chances of upselling by offering good, better, best options for invoicing and quotes to your customers.

SmartServ invoicing and estimates
QuickBooks on SmartServ

Quickbooks Sync

Tired of double-entry? All you need is an invoicing software that syncs with QuickBooks! As the data gets directly transferred, you do not need to do the manual work.

Custom Equipment

Confused with the billing numbers? Add custom equipment conveniently along with flat-rate pricing for easy invoicing.

Work faster with e-signatures through Quotes Approval System, which lets your end-customer sign via email or on the iPad.

Professional looking Invoices/Quotes

Make the job easy with professional-looking customizable templates available for invoices and quotes.

SmartServ plumbing software review
Play Video
5/5

“SmartServ does a great job with invoicing, reporting, and any time we have questions or issues we call them and they give us a really quick response.”

Nisham Bohra, Everest Drain & Plumbing

Yes. SmartServ invoice 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!

 SmartServ invoice 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 field service invoicing 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.

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.

Sign up for a free personalized demo.