Still using paper in the field?
Still handing out paper forms to your technicians and making it hard for your office to keep track of the paper trail? Techs often forget to get the basics right of creating a worthy customer experience for repeat business or upselling on the job. How are you holding your technicians accountable?
Ensure Better Sales & Service with SmartServ
With SmartServ’s extensive customization capabilities and field support for your technicians, allow them to increase conversion of quotes, do invoices and collect payments, much faster. Also, provide your technicians with new access to a complete history of past records
Information at their fingertips
SmartServ Mobile syncs with the Mobile devices from your office to the field—meaning that your tech will receive all the information your CSRs have collected while booking the job from the office. This includes the Customers name, addresses, alternate & contact info, any notes and recommended estimates. Technicians can even access all of their previous historical records from the time you’ve been serving them.
Leave the paperwork out
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. We convert your paper forms into fillable forms—and even trigger techs to automatically fill this out in different parts of the job cycle, making sure your techs collect every information.
Invoice & Quotes
SmartServ allows business contractors to import and upload their own pricebook which is on excel, or in Quickbooks and easily implement any updates on pricing across the board for the entire company account. It is much easier for your office to build customer estimates and email those out to the customer to track and get converted to a full blown job.
Out in the field, techs browse the pricebook, any descriptions, product information, and easily build beautiful, and optimal estimates that convert much faster.