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SmartServ Review

SmartServ OUR SCORE 80%
starting price By quote
our score 80%
free trial
  1. What is SmartServ
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Awards Section
  6. Technical Specifications
  7. Available Integrations
  8. Customer Support
  9. Pricing Plans
  10. Other Popular Software Reviews

What is SmartServ?

SmartServ is a software made by a company in the United States in 2017. The platform offers a suite of tools for one-on-one sessions, documentation-based training, real-time interaction, and webinars. As field service management solution, it boasts numerous functionalities including billing and invoicing, work order management, contract management, dispatching, service history tracking, field payment collection, estimates, scheduling, time clock, and routing. SmartServ offers extensive customizations and field support for company technicians, which lets them increase conversion of quotes, collate payments, and do invoices quickly. What’s more, it also offers company technicians a full history of previous records. The tool offers support for mobile devices running iOS and Android operating systems. In addition, the platform offers round-the-clock live support, phone support, and real-time chat for users seeking inquiries or assistance.

Product Quality Score

Ease of use
Customer support
Value for money

SmartServ features

Main features of SmartServ are:

  • Contact Database
  • Inventory Control
  • Electronic Signature
  • Scheduling
  • Work Order Management
  • Contract Management
  • Job Management
  • Billing & Invoicing
  • Time Clock
  • Job Tracking
  • Service History Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self-Service Portal
  • Mobile Access
  • Service History Tracking
  • Inventory Management
  • Dispatching
  • Technician Management
  • Contract Management
  • Work Order Management
  • Customer Database
  • Billing & Invoicing
  • Payment Collection

SmartServ Benefits


The main benefits of SmartServ are its robust scheduling module, dispatch tool, account receivables, brand identity retainment, and simplified syncing, among others. Read more here:

Scheduling Module

SmartServ provides a scheduling module for service technicians that guarantees proper technology is delegated to a specific project. This can significantly enhance the efficiency in how users can set up their schedule.

Dispatch Tool

SmartServ’s workflow allows users to define a sequential flow of processes from the beginning until the end. The workflow can be complex or simple depending on the requirements needed from service dispatching operations.

Account Receivables

Users can send out estimates, do invoice conversions, and be paid online in a timely manner. What’s more, users can generate non-taxable or taxable invoices in a matter of seconds. Users can let customers choose from different payment options and be paid twice as fast.

Brand Identity Retainment

Whether it involves changing email templates, matching social channel link or switching estimate and invoice copy to customers, users can simply make a better customer experience that feels and appears like their brand.

Forms and Checklist Generation

SmartServ collates extensive details about a certain problem when technicians make a field diagnosis through custom checklists and forms. Users can make use of text fields to gather data or use dynamic dropdowns with a list of options for both customers and technicians to choose from.

User-Access Controls

Companies can decide which of their employees can see CRM through selective permissions. With customized roles, companies can make settings configurations, which allows authorized CSRs to view the updated schedule, invoices, and jobs while their warehouse team concentrates on inventory.

Simplified Syncing

Users can utilize a SmartServ key and their QuickBooks Web Connecto to syncing data. They can choose their preferred plan and frequency on the platform’s sign-up page. What’s more, users can make configurations and do their mapping quickly within the dashboard.

Effective Reporting

SmartServ possesses pre-installed analysis and practice dashboards. This allows teams to acquire metrics that will help them be on track to success. The software lets users have quick access to their team, customers, and important productivity analytics.

Order Notifications

The software allows users to receive order status updates in real-time regardless of where they are located.

Awards Section

Great User Experience Award
Rising Star 2019 Award
In our SmartServ reviews the software has been distinguished with our:
- Great User Experience Award
- Rising Star of 2019 Award

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

SmartServ Integrations

The following SmartServ integrations are currently offered by the vendor:

No information available.


Customer Support


Pricing Plans

SmartServ pricing is available in the following plans:

Free trial
Quote-based Plan
Contact vendor