Hi and welcome to Smart Service, the most flexible HVAC software you’ll find. With Smart Service HVAC Software,

we have a seamless interaction with QuickBooks with all your customers, employees and vendors, a list of all your

products and services, and even your QuickBooks employee timesheets. We have a seamless search where you can

quickly come up to the top and type your customer’s name. You can even come in here and search by last four digits of

someone’s phone number as well as search by the service or billing address.

With any addition that you do here through Smart Service HVAC Software, it’s a live time feed into QuickBooks. So if

we need to adjust the contact information we simply type in our new name and fill out the information. So once you’re

done, all you have to do is click Save and Close. Another great feature of Smart Service is the multi-tab function. You

can have as many different tabs open all at the same time, allowing you to multi-task that much quicker.

There are no more tedious imports or exports you have to do to QuickBooks. So once you make your change, you can

quickly come into QuickBooks and see our new change. So there’s a live, continuous feed into QuickBooks when you

make any type of adjustments.

With scheduling, we offer the most flexible, intuitive scheduler with solutions to manage your multiple departments.

You can even associate different colors based off timestamps. Click on any type of job and see all the information over

here to the left of your Smart Pane. When it comes to scheduling, it only takes a few mouse clicks. All you have to do is

go to the employee, click and drag, and right click.

This is where we can create a brand new job. You find your customer and click Okay. So what’s great is that we’ve now

scheduled the date, time, and employee all at once from the scheduling board. All you’re left to do is type in why we’re

going out there.

Once you’re done, all you have to do is click Save and Close. It’s that quick and easy to create a job right here on the

calendar. Now within a matter of minutes, this job will be dispatched to our iPhone and iPad product, iFleet.

Once the job is scheduled in Smart Service, all that’s left is for the technician to synchronize to get that job. All we have

to do is press Sync on the Apple device. Now you can see we have two jobs and we can then come in here and see all the

jobs scheduled for that employee.

In Smart Service, we have the Mobile Workforce. This is what allows you to see all your technicians using iFleet, even

quickly come up here and see the location where they last synchronized.

Once you click the arrow, now you can see a pinpoint at the last time they synchronized. This gives you the ability to

track your employees’ locations, timestamps, and more in the Mobile Workforce tab.

Now, are you spending too much valuable production time en route? We have the answer for you. We have a function

called Advanced Route and Optimization.

This allows you to completely eliminate unnecessary travel time, reduce mileage, and help you save fuel. So with the

function of MapPoint, this allows you to better optimize your daily routes.

Smart Service HVAC Software doesn’t just simplify your scheduling process and help you ensure your billing by

facilitating speedy invoice posting to QuickBooks; we also help you keep track of your ongoing marketing campaigns.

We offer powerful reporting tools and keep track of follow-ups with diverse sets of correspondence types and more.

Smart Service isn’t just a scheduling tool; it’s the solution for your growing business.