“It is how we schedule our techs in the field. It is how we keep track of customer info and history. How we communicate job details with our techs. It has freed up time for the office staff.”
Still using paper in the field?
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
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.
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.
Out in the field, techs browse the pricebook, any descriptions, product information, and easily build beautiful, and optimal estimates that convert much faster.
Get the complete SmartServ mobile feature list in your mailboxThe complete feature list is an excel sheet containing all of our features on the mobile and web platform and features specific to each stakeholder SmartServ has.
Never leave out on an opportunity. Always make your technicians offer a service agreement before closing out of the job. It’s much easier to set up recurring membership services and searching through service agreement files for scheduling prepaid visit becomes a breeze. Never forget another renewal as you can set up the contracts to automatically renew. Convert additional opportunities through recommendations from the past or equipment health.