The Service Program

The Service Program

Westrom Software
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About

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

About

Manage your service business effectively and route more efficiently with the industry leading, service business software that seamlessly integrates with QuickBooks™. QuickBooks™ compatible. Easy to set up. Simple to use. Customer portal and robust mobile solution options. Seamlessly integrate with QuickBooks™. Post Invoices, employee time, bills etc. Works with classes and sales reps, no need for double entry. Enter/complete tasks & work orders. Take before and after pictures of jobs. Enter and view customer equipment, signature capture, print and/or email transactions. Service business software allows you to track customer profitability, improve staff communications, and effectively manage your routes. Optimize routes by area, day and tech. View details of each stop, map to each stop or service call while on the road. Generate Route Maps and optimize your stop order to be more efficient.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service businesses

Audience

Companies that use QuickBooks in need of a solution to improve their operations

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Version Not Supported
Free Trial Not Supported

Pricing

$49.00/month/user
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

SMART
Founded: 1998
United States
www.smart.software

Company Information

Westrom Software
Founded: 2006
United States
theserviceprogram.com

Alternatives

Alternatives

SingleOps

SingleOps

SingleOps by Granum
Freshservice

Freshservice

Freshworks

Categories

Asset Tracking Supported
Compliance Supported
Contact Management Supported
Help Desk Supported
Inventory Control Supported
Issue Tracking Supported
Lead Management Supported
Portal Supported
Route Planning Supported
Service Dispatch Supported

Categories

Cleaning Services Supported
Help Desk Supported
HVAC Supported
IT Service Supported
Pest Control Supported
Plumbing Supported
Service Dispatch Supported
Snow Removal Supported
Towing Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Not Supported
Real-time Chat Not Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Not Supported
Ticket Management Not Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Supported
Customer Database Supported
Emergency Dispatch Supported
Fuel Management Not Supported
Mileage Tracking Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Not Supported
Shared Contacts Supported
Social Media Integration Not Supported

Employee Monitoring Features

Activity Monitoring Not Supported
Browsing History Not Supported
Email Monitoring Not Supported
Keystroke Recording Not Supported
Productivity Analysis Supported
Remote Control Not Supported
Screen Activity Recording Not Supported
Time & Attendance Not Supported
Time Tracking Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Not Supported
Item Management Supported
Order Management Supported
Procurement Management Not Supported
Reorder Management Not Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Not Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Route Planning Features

Capacity Planning Not Supported
Drag & Drop Scheduling Supported
Driver Management Supported
Emergency Dispatch Supported
GPS Tracking Supported
Performance Metrics Supported
Route Costing Not Supported
Territory Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Not Supported
Customer Database Supported
Emergency Dispatch Not Supported
Fuel Management Not Supported
Mileage Tracking Not Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Work Order Management Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Facility Management Features

Asset Management Supported
Commercial Properties Supported
Equipment Management Supported
Facility Scheduling Not Supported
Incident Management Not Supported
Inspection Management Supported
Inventory Control Supported
Maintenance Tracking Supported
Preventive Maintenance Supported
Residential Properties Supported
Room Scheduling Not Supported
Schools Supported
Space Planning Not Supported
Vendor Management Supported
Visitor Management Not Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Not Supported
Technician Management Not Supported
Work Order Management Not Supported

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Not Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling & Appointments Supported
Work Order Management Not Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Not Supported
Calibration Management Supported
Dispatch Management Not Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Not Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Towing Features

Billing & Invoicing Supported
Client Management Supported
Commission Management Supported
Fleet Management Supported
Fuel Management Supported
Lot Management Not Supported
Maintenance Management Supported
Routing Supported

Integrations

Meetrics Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported

Integrations

Meetrics Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
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Claim SMART Software and update features and information
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