Smart Service is field service software for HVAC, plumbing and other trades with QuickBooks sync and AI dispatch. Pricing starts at $129/user per month.
Researched and fact-checked by Bartu Cavusoglu · Updated October 26, 2026
Smart Service is field service management software made by My Service Depot for businesses in the service trades. It brings lead capture, scheduling, dispatching, quoting, work orders, invoicing and payments into one platform, and it is built around QuickBooks. The software syncs with both QuickBooks Online and QuickBooks Desktop.
The company traces its history to 1992, when Skip Stringfield launched My Service Depot. Smart Service Enterprise, a QuickBooks add-on, followed in 2001, the iFleet mobile app in 2010 and Smart Service Cloud in 2019. Updates in 2024 added artificial intelligence and custom automation development.
Smart Service is sold as Cloud and Desktop editions at the same starting rate. It serves trades from HVAC and plumbing to pest control, pool and spa service and property management.
Work moves through the platform in stages. Leads arrive through email campaigns, text campaigns, online booking and lead forms. Offices then schedule jobs on a drag-and-drop dispatch board, send quotes with flexible pricing options and assign work orders to technicians.
Technicians use the iFleet mobile app to see schedules, update job status, track time and submit digital forms. When the job is done, invoicing and payment processing collect money on site or online, and the data syncs to QuickBooks so the books stay current.
In Smart Service Cloud, AI is built into the board, the reports and the notes. Wingman reads the live schedule and drafts changes for approval, and The Oracle answers reporting questions in plain English. These tools connect to the customer's own Anthropic account.
The dispatch board offers day, work week and month views, color coding by appointment type and saved views. Night Vision scores the best openings for a job, and Intelligence alerts flag problems such as a double-booked technician or a gap on a route. Routing, crew scheduling, recurring scheduling and service agreements support planned work.
On the sales and billing side, quotes support Good, Better, Best options and price books, and invoices can be paid by card or bank through a customer portal. Collection Management ranks open invoices by money at risk and tracks follow-ups, promises to pay and disputes.
The Oracle covers twelve topics, including leads, calls, quotes, invoices, payments and commissions. It returns charts that can be exported as PNG or CSV, and it writes documents such as AR aging reports. Admin tools cover employees, commissions and multi-truck inventory.
Smart Service is field service management software from My Service Depot for service trades such as HVAC, plumbing and electrical. It handles scheduling, dispatching, quoting, work orders, invoicing and payments, and syncs with QuickBooks.
Pricing starts at $129 per user per month with a five-user minimum, and the rate is the same for Cloud and Desktop. The per-user rate drops as the team grows, and annual billing saves 15% while a 3-year contract saves 30%. A written proposal gives the final number.
The sources do not mention a free trial or free plan. They offer a free demo built around how a business runs, followed by a written proposal.
Built-in integrations include QuickBooks, ChatGPT, Claude and Twilio. Sage is supported through custom integration services, and custom API work is available for other tools.
Cloud is accessed from any device and includes the AI features described on the site. Desktop is for QuickBooks users who want on-premise control. Both sync with QuickBooks Online and QuickBooks Desktop and share the same starting price.
It publishes pages for 16 trades, including HVAC, plumbing, electrical, pest control, appliance repair, garage door, irrigation, pool and spa, property management and window cleaning.
Yes. Support comes from US-based W2 employees, and the support page advertises a 90% live answer rate. New customers also work with an onboarding team.
The Oracle is an AI data analyst built into Smart Service Cloud. Users type questions in plain English and get charts, reports and documents. It uses an Anthropic account that the customer pays for directly.