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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.

Smart Service - by Smart Service Inc. - Field Service Management (FSM) software - logo 5.8 Good See breakdown →

Highlights

AI-Enhanced34 Features4 Integrations

Capabilities

Quote Only Mobile App

Trust

No Data Sharing
Buy from Smart Service Inc. Visit website

Media

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.

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

Primary policy document: https://smartservice.com/privacy-policy

FSH Score Breakdown

Ease of Use
6.0
Features
7.0
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
5.0

Customer Reviews

Features

34 features confirmed across 13categories· Showing confirmed capabilities only

CRM & Sales5features

CRMCustomer managementLead ManagementLead captureMaintenance Agreement ManagerService Agreement ManagementAutomated Customer Touchpoints And SequencesMarketing ToolsEmail campaigns

Scheduling & Dispatch4features

Work OrdersMobile work order managementSchedulingSchedulingDispatchingDispatchingOnline BookingOnline booking

Invoicing & Payments4features

InvoicingAutomated invoicingPayment ProcessingDeposit ProcessDeposit Collection For Job BookingQuoting And Invoicing

Fleet & GPS Management3features

GPS TrackingGPS trackingGIS RoutingRoutingIntegrated Address Mapping With Directions

Customer Communication3features

Automated Status UpdatesNotificationsMobile NotificationsSMS MessagingTwo-way text messaging

Technician Management3features

Recruiting & StaffingTime TrackingTime TrackingOvertime Tracker

Reporting & Analytics2features

AnalyticsReal-time analyticsReportingCentralized Reporting

Mobile & Field Tools2features

Digital FormsDigital formsLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Equipment & Asset Management2features

Equipment TrackingEquipment trackingRefrigerant Charge And Service History Tracking

AI & Automation2features

AI SupportAI assistantAutomation RulesTask automation

Platform & Customization2features

Drag And Drop Form BuilderScheduling, Dispatch, And Project Management Integration

Estimating & Quoting1feature

Quoting & EstimatesDynamic quoting

Inventory Management1feature

Inventory ManagementInventory

Integrations 4 across 3 categories

Accounting 2
QuickBooks Desktop

QuickBooks Desktop

QuickBooks Online

QuickBooks Online

Communication 1
Twilio

Twilio

Productivity 1
ChatGPT

ChatGPT

Pricing

Related Products 10 across 1 category