Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.
Description
Effectively oversee your service business and enhance routing capabilities with premier software designed for service enterprises that seamlessly integrates with QuickBooks™. This software is compatible with QuickBooks™, ensuring a straightforward setup and user-friendly experience. It provides a customer portal alongside a variety of robust mobile solutions. With seamless integration into QuickBooks™, you can easily post invoices, track employee hours, manage bills, and more, eliminating the need for double data entry, as it supports classes and sales representatives. You can also enter and complete tasks and work orders, capture before-and-after images of your jobs, and manage customer equipment with features that allow for signature capture and transaction printing or emailing. This specialized software not only enables tracking of customer profitability but also enhances communication among staff and streamlines route management. By optimizing routes based on area, day, and technician, you can view detailed information for each stop, access maps for service calls while traveling, and generate route maps to improve stop order efficiency, ultimately leading to a more organized and productive service operation. Additionally, the software provides analytics to help identify trends and areas for improvement in your business.
API Access
Has API
No
API Access
Has API
No
Integrations
Meetrics
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
Integrations
Meetrics
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Pricing Details
$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
$15 for next 10 users
$10 per user after that
Free Trial
No
Free Version
No
Pricing Details
$49.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SMART
Founded
1998
Country
United States
Website
www.smart.software
Vendor Details
Company Name
Westrom Software
Founded
2006
Country
United States
Website
theserviceprogram.com
Product Features
Asset Tracking
Activity Tracking
No
Audit Trails
No
Barcoding / RFID
No
Checkout / Check-In
No
Depreciation Tracking
No
Disposal Tracking
No
Inventory Management
No
Location Tracking
No
QR Codes
No
Reservations
No
Service History
No
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
Yes
Environmental Compliance
Yes
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
Yes
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
Yes
Contact Management
Activity Management
No
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
Yes
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
No
Shared Contacts
Yes
Social Media Integration
No
Contract Management
Buy Side (Suppliers)
No
Completion Tracking
No
Compliance Tracking
No
Contract Lifecycle Management
No
Electronic Signature
No
Full Text Search
No
Government Contracts
No
Pre-built Templates
No
Sell Side (Customers)
No
Specialty Contracts
No
Version Control
No
Workflow Management
No
Employee Monitoring
Activity Monitoring
No
Browsing History
No
Email Monitoring
No
Keystroke Recording
No
Productivity Analysis
Yes
Remote Control
No
Screen Activity Recording
No
Time & Attendance
No
Time Tracking
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
No
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
Yes
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
No
Multi-Channel Communication
No
Multiple Brands / Products
No
Network Monitoring
No
Real-time Chat
No
Self Service Portal
No
Service Level Agreement (SLA) Management
No
Ticket Management
No
Inventory Control
Allocation
Yes
Barcoding
Yes
Cost Tracking
Yes
Forecasting
No
Item Management
Yes
Order Management
Yes
Procurement Management
No
Reorder Management
No
SKU / UPC Codes
Yes
Serial Number Tracking
Yes
Supplier Management
Yes
Inventory Management
Alerts/Notifications
Yes
Barcoding / RFID
Yes
Forecasting
No
Inventory Optimization
No
Kitting
Yes
Manufacturing Inventory Management
Yes
Mobile Access
Yes
Multi-Channel Management
Yes
Product Identification
Yes
Reorder Management
No
Reporting/Analytics
Yes
Retail Inventory Management
No
Supplier Management
Yes
Warehouse Management
Yes
Issue Tracking
Assignment Management
Yes
Dashboard
Yes
Escalation Management
Yes
Issue Auditing
Yes
Issue Scheduling
Yes
Knowledge Base
Yes
Project Management
Yes
Recurring Issues
Yes
Scheduling
Yes
Task Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
Yes
Driver Management
Yes
Emergency Dispatch
Yes
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
No
Territory Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Transportation Dispatch
Billing & Invoicing
Yes
Computer Aided Dispatch
Yes
Customer Database
Yes
Emergency Dispatch
Yes
Fuel Management
No
Mileage Tracking
Yes
Order Management
No
Routing
Yes
Scheduling
Yes
Vehicle Tracking
Yes
Product Features
Cleaning Services
Billing & Invoicing
Yes
Client Management
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Payroll Management
Yes
Quotes / Estimates
Yes
Recurring Appointments
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Work Order Management
Yes
Equipment Maintenance
Customer Database
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Warranty Tracking
Yes
Work Order Management
Yes
Facility Management
Asset Management
Yes
Commercial Properties
Yes
Equipment Management
Yes
Facility Scheduling
No
Incident Management
No
Inspection Management
Yes
Inventory Control
Yes
Maintenance Tracking
Yes
Preventive Maintenance
Yes
Residential Properties
Yes
Room Scheduling
No
Schools
Yes
Space Planning
No
Vendor Management
Yes
Visitor Management
No
Work Order Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Help Desk
Alerts / Escalation
Yes
Automated Routing
Yes
Community Forums
No
Customizable Branding
Yes
Document Storage
Yes
Email Integration
Yes
IT Asset Management
Yes
Incident Management
No
Interaction Tracking
Yes
Knowledge Base
Yes
Known Issue Management
Yes
Live Chat
No
Multi-Channel Communication
Yes
Multiple Brands / Products
Yes
Network Monitoring
Yes
Real-time Chat
Yes
Self Service Portal
Yes
Service Level Agreement (SLA) Management
Yes
Ticket Management
Yes
HVAC
Billing & Invoicing
No
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
No
Technician Management
No
Work Order Management
No
IT Service
Contract Management
Yes
IT Asset Management
Yes
Incident Management
Yes
Knowledge Management
Yes
Release Management
Yes
Self Service Portal
Yes
Service Catalog
Yes
Service Reporting
Yes
Ticket Management
Yes
Landscape Management
Billing & Invoicing
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Groundskeeping
Yes
Inventory Control
Yes
Irrigation Tracking
Yes
Job Management
Yes
Landscape Design
No
Mobile Access
Yes
Payroll Management
No
Plant Database
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling & Appointments
Yes
Work Order Management
No
Maintenance Management
Asset Tracking
Yes
Billing & Invoicing
No
Calibration Management
Yes
Dispatch Management
No
Inventory Control
Yes
Inventory Management
Yes
Key & Lock Management
Yes
Mobile Access
Yes
Planning Calendar
Yes
Predictive Maintenance
Yes
Preventive Maintenance
Yes
Purchasing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Pest Control
Billing & Invoicing
Yes
Customer Service History
Yes
Dispatch Management
Yes
Fleet Management
Yes
Inventory Control
Yes
Mobile Access
No
Pest Activity Tracking
Yes
Pesticide Usage Tracking
Yes
Property Layouts
Yes
Quotes / Estimates
Yes
Scheduling
Yes
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
Yes
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Towing
Billing & Invoicing
Yes
Client Management
Yes
Commission Management
Yes
Fleet Management
Yes
Fuel Management
Yes
Lot Management
No
Maintenance Management
Yes
Routing
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Transportation Dispatch
Billing & Invoicing
Yes
Computer Aided Dispatch
No
Customer Database
Yes
Emergency Dispatch
No
Fuel Management
No
Mileage Tracking
No
Order Management
No
Routing
Yes
Scheduling
Yes
Vehicle Tracking
Yes