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Software Customization

We Configure to Your Business

SmartServ is the only software that offers more than 150 different configurable settings. SmartServ can be configured to your business workflow and not the other way around.

Personalize your customer experience

Every company is unique, the way you do business is unique to you, and we understand that. SmartServ is a highly configurable software with over 100 settings for tailoring the software to your business needs. SmartServ adapts to your business flow instead of requiring you to change your processes.

SmartServ is highly configurable

With SmartServ’s extensive configurable capabilities, you can create a business workflow that is perfect for your business. Starting from user-level access to managing invoice amount view access to using custom-made equipment forms, and checklists you can do it all. Send special instructions and checklists to technicians to follow in the field pre-job, on the job, and post-job.

Create Your Own Estimate & Invoice Template

Your business quotes say a lot about your business, and it is not just your price that determines whether you get the job, but also how professional your quotes look.

SmartServ lets you customize your estimates and invoices templates. We also build templates for you so that you can create an everlasting impression on your customers and close more jobs.

Build Customized Forms & Checklists

Do your best job on the field. The success path for every trade business starts by performing a stellar job on the field. Our SmartServ software will ensure that your technicians don’t miss any details during an installation, repair, or maintenance job by creating custom checklists.

You can create as many forms or checklists as you want and guarantee that your technicians leave a stellar impression on your customers.

Maintain Confidentiality by Limiting User Access

Decide what each user on your team can view in the software with selective permissions. With custom roles, you can configure settings so that your CSR’s see only jobs, invoices, and schedules while your technicians get access to customer job history, notes, and payments.

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.

Advanced customization options

Multilingual support

Scale your team across multiple languages and time zones.

Custom work order

Track tickets with custom work codes tailored to your trades.


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Know why contractors trust us to grow their business. Get a software that customizes to your workflow.

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