Smart Service

Filed under Field service


Schedule jobs, dispatch work orders, and manage customers with QuickBooks.

Scheduling Software for QuickBooks

Smart Service empowers field service businesses (HVAC, plumbing, etc.) to schedule and dispatch jobs, manage customers, invoice digitally, create work orders, collect payments, manage routes, and much, much more, all while integrating seamlessly with QuickBooks. If your business regularly sends technicians into the field, you can use Smart Service to streamline your process, eliminate waste, and drive revenue.

Easy, Intuitive Scheduling

The Smart Service drag-and-drop scheduler simplifies the job process, allowing users to create new work orders and estimates, reassign jobs, and manage recurring work at the speed of thought.

Seamless QuickBooks Integration

Complete out-of-the-box QuickBooks integration means every move made in Smart Service gets recorded in QuickBooks. Smart Service integrates with QuickBooks Pro, Premier, Enterprise, and Online.

Go Mobile

Office staff can send jobs, customer information, forms, photos, and more to field technicians, and techs can update work orders in the field throughout the day. Smart Service keeps everyone on the same page.

Bill and Collect Payments

Convert your work orders into invoices, then bill customers on site as soon as your techs finish working. Collect credit card and check payments with next-day funding to shorten the billing cycle.

Manage Customers

Store pertinent customer information like points of contact, multiple locations, service histories, equipment information, and anything else you can imagine.

Product Demo Video
Customer Testimonial