Solve CRM

Solve CRM

Norada
+
+

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About

Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.

About

Solve Service Management CRM. Servicing customers is tricky. We worked on that. It turned out pretty well. Renowned for service management, scheduling and sales. Simplify all record keeping, communication, scheduling and information sharing; especially when mobile. Move away from paper, spreadsheets, excessive calling, and unloved software. Automatically remind staff when to act and highlights what the priorities are. Make it drastically easier for all staff types to contribute, improve service and offer proactive support.

Platforms Supported

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

Platforms Supported

Windows Not 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 seeking a solution to facilitate their work

Audience

Companies that do field service including HVAC, property management, industrial equipment, and more

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$25 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

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

Pros & Cons from Real Users

Pros

  • NONE, they were great at selling us on a dream. They were great at making promises that they could not provide. We kept getting the excuses... "We are beta testing it!"

Cons

  • They demanded that we pay 3 years in advance to use their software. We have a contract releasing funds if we decided to not go with their software. We canceled and now they will not return our phone calls or emails!!!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

SmartServ
Founded: 2017
United States
www.smartserv.io

Company Information

Norada
Founded: 2000
Canada
www.solve.app/

Alternatives

Alternatives

FieldEdge

FieldEdge

Xplor

Categories

Fire Inspection Supported
HVAC Supported
Service Dispatch Supported

Categories

Contact Management Supported
CRM Supported
HVAC Supported
Task Management Supported

Field Service Management Features

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

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not 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

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Not 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

HVAC Features

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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Not Supported

Contact Management Features

Activity Management 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 Not Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Not Supported

Task Management Features

Collaboration Supported
Create Subtasks Not Supported
Gamification Supported
Gantt Charts Not Supported
Mobile Access Supported
Percent-Complete Tracking Not Supported
Progress Tracking Supported
Recurring Tasks Not Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Integrations

APIANT Not Supported
ASAP Systems Not Supported
Business Card Reader Not Supported
Constant Contact Not Supported
Cyfe Not Supported
Easy Insight Not Supported
Freshdesk Not Supported
Gmail Not Supported
Google Calendar Not Supported
LeadMaster Not Supported
Microsoft Azure Not Supported
Quickwork Not Supported
Stackreaction Not Supported
SyncSmart Not Supported
Workers by Delos Not Supported
Wufoo Not Supported
Xero Not Supported
Zapier Not Supported
Zendesk Not Supported

Integrations

APIANT Supported
ASAP Systems Supported
Business Card Reader Supported
Constant Contact Supported
Cyfe Supported
Easy Insight Supported
Freshdesk Supported
Gmail Supported
Google Calendar Supported
LeadMaster Supported
Microsoft Azure Supported
Quickwork Supported
Stackreaction Supported
SyncSmart Supported
Workers by Delos Supported
Wufoo Supported
Xero Supported
Zapier Supported
Zendesk Supported
Claim SmartServ and update features and information
Claim SmartServ and update features and information
Claim Solve CRM and update features and information
Claim Solve CRM and update features and information