Smart Service
Smart Service is a field service management software that integrates directly with QuickBooks to help you streamline scheduling, dispatching, and customer management for your service business.
Workiz
Workiz is an all-in-one field service management software designed to help small to medium-sized service businesses streamline scheduling, dispatching, invoicing, and customer communication to increase overall revenue.
Quick Comparison
| Feature | Smart Service | Workiz |
|---|---|---|
| Website | smartservice.com | workiz.com |
| Pricing Model | Custom | Freemium |
| Starting Price | Custom Pricing | Free |
| FREE Trial | ✘ No free trial | ✓ 7 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 1994 | 2015 |
| Headquarters | Worthington, USA | San Diego, USA |
Overview
Smart Service
Smart Service is a comprehensive field service management tool designed specifically for businesses that rely on QuickBooks for their accounting. You can eliminate double data entry by syncing your customer records, work orders, and invoices directly with your existing accounting software. This integration ensures that your office and field teams stay on the same page without manual updates.
You can manage your entire operation from a single interface, from the initial service request to the final payment collection. The platform helps you optimize technician routes, track equipment history, and capture digital signatures in the field. Whether you run an HVAC, plumbing, or landscaping business, you can digitize your paperwork and speed up your billing cycle significantly.
Workiz
Workiz provides a centralized platform to run your entire field service business from your desktop or mobile device. You can ditch the paper trails and messy spreadsheets by managing your jobs, technicians, and finances in one synchronized system. It helps you handle the full customer lifecycle, from the moment a lead calls in to the final payment collection and review request.
You can optimize your daily operations with visual drag-and-drop scheduling and real-time GPS tracking of your team. The platform specifically targets trade industries like locksmithing, carpet cleaning, junk removal, and HVAC. By automating your back-office tasks and professionalizing your customer interactions, you can focus on scaling your business and winning more jobs without the administrative headache.
Overview
Smart Service Features
- QuickBooks Integration Sync your customers, items, and employees with QuickBooks in real-time to eliminate repetitive data entry and errors.
- Visual Scheduling Drag and drop appointments onto a digital calendar to assign jobs to your technicians based on their availability.
- Mobile App Send work orders directly to your technicians' mobile devices so they can access job details and customer history.
- Route Optimization Plan the most efficient paths for your drivers to reduce fuel costs and increase the number of daily stops.
- Digital Work Orders Create and update service tickets electronically to ensure your field staff always has the latest project information.
- Customer Management Maintain a complete database of service history, equipment details, and contact information for every client you serve.
Workiz Features
- Easy Dispatching. Assign jobs to your technicians using a visual drag-and-drop calendar that updates everyone's schedule in real-time.
- Workiz Voice. Record calls, track marketing sources, and manage all customer communications through a built-in integrated phone system.
- Online Booking. Let your customers book appointments directly from your website or social media pages at any time of day.
- Invoicing & Payments. Generate professional invoices on the spot and accept credit card payments in the field for faster cash flow.
- GPS Tracking. Monitor your team's location in real-time to provide customers with accurate arrival times and optimize driving routes.
- Automated Notifications. Send automatic 'on-my-way' texts and appointment reminders to reduce no-shows and keep your customers informed.
Pricing Comparison
Smart Service Pricing
Workiz Pricing
- Up to 2 users
- Scheduling and dispatching
- Invoicing and estimates
- Client management (CRM)
- Workiz mobile app
- Everything in Lite, plus:
- Up to 5 users
- Workiz Voice (Phone system)
- Automated client notifications
- Online booking tools
- Standard reporting
Pros & Cons
Smart Service
Pros
- Seamless real-time synchronization with QuickBooks Desktop and Online
- Eliminates manual data entry between field and office
- Robust customer history tracking for better service
- Highly responsive and helpful technical support team
Cons
- Initial setup and configuration can be time-consuming
- Mobile app interface feels dated to some users
- Requires a stable internet connection for real-time syncing
Workiz
Pros
- Intuitive drag-and-drop scheduling interface
- Excellent integrated phone system for tracking leads
- Responsive mobile app for field technicians
- Streamlined invoicing process speeds up payments
Cons
- Higher starting price than some competitors
- Steep learning curve for advanced automation
- Limited customization for specific niche reports