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estimating and invoicing software

Best invoice software for field service contractors

Easy and professional invoicing from the field and office. Create and send estimates to customers before going to the job, and convert them into invoices after customer approval.

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Invoicing

How it works

Customise invoices and estimates

How it works

Create estimates by adding customer details, line items, service agreements, and more for the service call.
Send quotes to the customer and seek approval via email or on the field.
After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
Finalize the details and collect e-signature from the customer to save the invoice.
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Back-Office Features

  • Create estimates by adding customer details, line items, service agreements, billable hours, and more for the service call.
  • Send quotes to the customer and seek approval via email.
  • After the job completion, add billing details like trip charge, customer discount, additional discount, additional fee, payment mode, and more.
  • Auto-select the new tax zone for your service location. Users can also add the service summary and attach pictures or videos with estimates and invoices.
  • Finalize the details and collect e-signature from the customer to save the invoice.

On the field Features

  • Create estimates by adding line items, trip charges, discounts, and more.
  • Get approvals from customers by collecting e-signatures from the app.
  • Easily convert estimate to invoice and get customer signatures with payment. Enter service summary with purchase order.
  • Get the status update for both invoice and estimate for each step, involving estimates approval, pending customer signature, and more.
  • Bonus: Get the option of progressive billing both from the SmartServ app & web with gravity payment partners.

Customers Choice Features

Good-Better-Best Options

Add reliability and improve chances of upselling by offering good, better, best options for invoicing and quotes to your customers.

Quickbooks Integration

Quickbooks Sync

Tired of double-entry? All you need is an invoicing software that syncs with QuickBooks! As the data gets directly transferred, you do not need to do the manual work.

Custom Equipment

Confused with the billing numbers? Add custom equipment conveniently along with flat-rate pricing for easy invoicing.

Quotes Approval Systems

Work faster with e-signatures through Quotes Approval System, which lets your end-customer sign via email or on the iPad.

Professional looking Invoices/Quotes

Make the job easy with professional-looking customizable templates available for invoices and quotes.

5/5

"Send quotes and invoices promptly so you don’t receive 10 calls from the client looking for the quote or bill."


Edmond Hollander​, Artisan Plumbing and Heating Ltd

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.

Frequently asked questions

If you have any questions, we are always here to answer them.

Yes. SmartServ invoice 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!

 SmartServ invoice 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!

Yes. SmartServ field service invoicing 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.

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You will receive an excel list of all features for both the web and the mobile application. If you require a free consultation or demo, please schedule from the ‘Schedule a Free Demo’ button.
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