Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Our software is tailored specifically for family-owned field service companies, streamlining operations, enhancing communication, and managing jobs effectively. Gain valuable insights into your most significant revenue sources with our user-friendly dashboard and comprehensive reports. Identify top performers among your office and field personnel effortlessly. Monitor jobs, track tickets, manage memberships sold, and keep tabs on revenue generated, including any missed opportunities. Reduce manual labor and eliminate double entries through seamless Quickbooks auto-sync functionality. Keep a close eye on all technicians, job hours, and payroll details efficiently. Access a complete history of every customer, thanks to integrated call features. With our digitized processes, technicians can easily upload notes, images, and checklists for every assignment. Instantly obtain customer information and invoices right in the field, and facilitate payment collection upon job completion. Our field service management software allows you to schedule tasks in seconds, categorize jobs, and stay informed about each technician’s availability. Save both time and money with a real-time dispatch screen, while ensuring smooth communication between technicians and the back office. In addition, our platform empowers you to make data-driven decisions that can further enhance your business operations and customer satisfaction.

Description

Summit Service System is designed to help you take charge of your operations, enhance customer service, and streamline job management, whether you're handling pre-scheduled services or urgent requests. By utilizing automatic scheduling for upcoming services and reminders for repeat business, this system aids in the growth of your enterprise. Service frequencies can be customized for each task, and technicians have access to comprehensive details, diagrams, site photographs, and parts inventory management tailored to their needs. The platform includes options for flat-rate pricing as well as detailed invoicing functionalities. With the Summit dispatch screen, you can effectively manage workflows, oversee technicians' schedules, and prioritize jobs based on urgency and service dates. Furthermore, extra information screens facilitate the monitoring of site tank specifics, lab samples, manifests, and disposal records. Customer reimbursements for grease and bio-fuel collectors can be handled efficiently. Once a job is finished, transforming work orders into payments and invoices is accomplished with just a few clicks, ensuring a seamless end-to-end process. This integrated approach not only simplifies operations but also enhances overall efficiency in managing customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

SmartServ

Founded

2017

Country

United States

Website

www.smartserv.io

Vendor Details

Company Name

Ritam Technologies

Founded

1981

Country

United States

Website

www.ritam.com/serviceprogram

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Maintenance Scheduling No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
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 

Product Features

Equipment Rental

Asset Tracking No 
Barcoding No 
Billing and Invoicing No 
Customer Management No 
Inventory Management No 
Maintenance Management No 
Order Management No 
Reservations Management No 
Utilization Reporting No 

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