Doesn't share data with third parties
"Any data that we collect and store will never be shared with anyone for any purpose."
Confidence: high
Source
Smart Service
by Smart Service Inc.
Last updated Mar 29, 2026 · 1 revision
Legacy HVAC software with established market presence; features scheduling, dispatch, invoicing, and customer management.
Highlights
Capabilities
Trust
Media
www.smartservice.com
About This Product
Smart Service is well-established in HVAC with decade+ history. Includes scheduling, dispatch, invoicing, and CRM. Customer portal for appointment management and payment processing. Custom pricing model. Popular with established HVAC companies already in ecosystem but faces competition from newer, more modern platforms.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Primary policy document: https://smartservice.com/privacy-policy
FSH Score Breakdown
Ease of Use 5.0
Features 7.1
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 5.0
Customer Reviews
Features
53 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales7features
CRMCustomer managementLead ManagementLead captureAutomated Customer Touchpoints And SequencesEmail campaignsAutomated Email Marketing for RenewalsEmail campaign automationMaintenance Agreement ManagerService Agreement ManagementSMS and Email MarketingEmail marketing campaignsMarketing ToolsEmail campaigns
Scheduling & Dispatch6features
Work OrdersMobile work order managementSchedulingSchedulingDispatchingDispatchingOnline BookingOnline bookingRecurring Job SchedulingRecurring Job SchedulingCalendar Color PickerColor-Coded Jobs
Mobile & Field Tools6features
Offline ModeOffline Mobile AccessDigital FormsDigital formsDigital SignaturesDigital SignatureTechnician Mobile AppMobile App for TechniciansLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentOffline Mobile Data CollectionOffline Reporting
Invoicing & Payments5features
InvoicingAutomated invoicingPayment ProcessingDeposit ProcessQuoting And InvoicingDeposit Collection For Job BookingDeposit processingInvoice TrackingInvoice Management
Customer Communication5features
Client PortalCustomer PortalNotificationsAutomated RemindersVoIP Phone SystemPhone calls in iFleetAutomated Status UpdatesSMS MessagingTwo-way text messaging
Technician Management4features
Advanced Hours ManagementAttendance ManagementOvertime TrackerTrack OvertimeTime TrackingTime TrackingStaff Managementemployee management
AI & Automation4features
AI SupportAI assistantAI Follow-Up TasksTask AutomationAI Knowledge BaseAI Knowledge BaseAutomation RulesAutomated Workflows
Platform & Customization4features
Custom FieldsCustom FormsDocument ManagementPhoto attachmentDrag And Drop Form BuilderLead capture formsScheduling, Dispatch, And Project Management Integration
Fleet & GPS Management3features
GPS TrackingGPS trackingGIS RoutingSmart RoutesIntegrated Address Mapping With Directions
Inventory Management2features
Inventory ManagementMulti-truck Inventory ManagementPurchase OrdersPurchase Orders
Reporting & Analytics2features
AnalyticsReal-time analyticsReportingCentralized Reporting
Equipment & Asset Management2features
Equipment TrackingEquipment trackingRefrigerant Charge And Service History Tracking
Estimating & Quoting1feature
Quoting & EstimatesDynamic quoting
Accounting Integration1feature
Accounting IntegrationQuickBooks Integration
Compliance & Safety1feature
Code Enforcement TrackingCompliance Management
Integrations 4 across 3 categories
Accounting 2
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Communication 1
Twilio
Twilio
Productivity 1
ChatGPT
ChatGPT
