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Customer Management
The one-stop client management software
Access the profile of customers with all the details in one place, like contact details, job tickets, estimates, invoices, forms & equipment, service agreements, etc..
How it works
See how Controlled Hydronics, Colorado increased their revenue by 200%
Key Elements of this Feature
Service Agreements
Ensure financial stability even during the off-season by creating, tracking, and customizing the service agreements. You can notify your customers regarding renewals in advance.
Custom Equipments
Score more jobs by allowing your website visitors to book appointments on the website with all available slot details.
Quotes/Estimate History
Have access to Quotes/Estimate history through SmartServ field service management software, both on-the-field and in the back-office.
Mobile View
Add color and convenience to your dashboard by using different colors for different job updates.
Industries we serve
Companies need the right tools in the office. Give your CSRs and office managers the tool to quickly pull up service history when customers call.Easily identify which customers are up to date with their balances and who needs a reminder.
- HVAC Industry
- Plumbing Industry
- Water Treatment Industry
- Locksmith Industry
- Appliance Repair Industry
- Electrical Industry
“We needed HVAC scheduling software for our business. SmartServ is so much more! Field techs can pull up directions to navigate Seattle’s confusing streets, and now I can manage the business from anywhere! I’m much more available to customers and techs.”
Frequently asked questions
If you have any questions, we are always here to answer them.
Does your customer management software provide 24/7 customer support?
Yes. SmartServ CRM software offers customer support anytime and anywhere throughout the day. A dedicated account manager stays in touch with each business for any queries. SmartServ also provides a field service mobile app for tech convenience on-field. Need assistance? SmartServ’s a call away!
Do you have CRM software that syncs with QuickBooks?
Yes. SmartServ customer management software integrates with Intuit QuickBooks. It supports both QuickBooks Online and QuickBooks Desktop. With QuickBooks integration, SmartServ eliminates the double-entry requirements for accounts and bookkeeping. It ensures direct QuickBooks sync with timesheets and enhances payroll management. For more details, review SmartServ QuickBooks Integration.
Does your customer management software have a mobile app?
Yes. SmartServ CRM software provides a mobile app compatible with both Android and Apple iOS users.
The techs on the field can access all customer details like work history, billing details, and more on the go. The techs can send voice commands for notes and access custom templates available for estimates and invoicing.
Weak internet network? No worries because the mobile app operates even in offline mode! And the best part, it is user-friendly and connects field techs with back-office in real-time without interruptions.
Book a personalized demo today.
Know why contractors trust us to grow their business. Get a software that customizes to your workflow.
