Seamless QuickBooks Workflow
So, how does Smart Service-QuickBooks integration work? Smart Service pulls your existing customers and job items from QuickBooks, allowing you to schedule work for your customers right away. Every move you make in Smart Service updates your QuickBooks records in real time, keeping both programs synchronized and making sure all your data remains up to date. With Smart Service, QuickBooks becomes a do-it-all hub for all your field service management needs.
No More Double Entry
If you have to enter info into a work order or estimate, only to take that document back to the office and reenter it into QuickBooks… well, we know your pain. When you complete a digital work order in the Smart Service mobile app, your work syncs back to the office side, updating your QuickBooks records. That means no more double data entry!
Get Paid Faster
Tired of mailing out invoices, then waiting weeks for payments to arrive? With Smart Service, you can all but eliminate your accounts receivable by collecting payments at the time of service via the Smart Service mobile app. Next-day funding puts the money in your pocket sooner, and you can even take a card or check payment over the phone when you can’t track down the customer at the job site. Who knew getting paid could be so easy?
More Smart Service Features
Scheduling
Schedule work at the speed of thought with a fast, easy, intuitive dispatch board. Learn more.
Invoicing
Streamline the billing process and get paid faster with some amazing billing and invoice tools. Learn more.
“It’s definitely the best program out there for scheduling and posting invoices to QuickBooks.”
Aaron Kemp
Sears Heating & Cooling