SmartService Memberships

Support That Grows With You

Whether you're looking for light guidance or hands-on support, our tiered membership plans are designed to scale with your team’s needs. Each tier includes faster response times and deeper involvement—so you get expert help exactly when you need it.

What’s Included:

  • Priority Support
    Get faster response times and direct access to experts when questions arise—no ticket portals, no runaround.

  • Live Strategy & Training Sessions
    Collaborate on process improvement, troubleshoot roadblocks, and train your team on system updates or best practices.

  • Custom SOPs & Workflow Documentation
    We help you define and document your internal processes—from dispatching to job closeout—so everyone’s aligned and accountable.

  • Monthly Group Coaching Calls
    Join regular calls to sharpen skills, explore features, and stay ahead of industry best practices for CSRs, dispatchers, and managers.

  • And More
    From quick ServiceTitan tweaks to long-term planning, we’ll meet you where you are—and get you where you want to go.

 FAQs

  • Our memberships use a credit-based system that gives you access to services at a discounted rate compared to non-members. Each tier includes a set number of credits per month, which can be used for things like Zoom sessions, support, automations, dashboards, and more.

    As a member, you also receive:

    • 💰Lower per-credit rates

    • 🕐 Faster response times and priority scheduling

    • 🎓 Access to exclusive monthly training calls and our robust library of resources, including SOPs, training articles, Loom videos, and more.

    • 🔁 The ability to roll over up to 20% of unused credits each month

    Credits are flexible — so you can apply them to what your business needs most each month.

    Want a detailed breakdown of how credits work? Book a Call to walk through it together.

  • Each tier is designed around how much support your team needs. All tiers include strategy sessions, documentation support, and monthly coaching — but higher tiers offer faster response times, deeper involvement, and access to more advanced tools or training.

  • We’ll meet with you regularly (usually weekly or bi-weekly) via Zoom to dive into your goals, solve current roadblocks, and train your team. You set the priorities — we’ll guide, teach, and help implement.

  • Yes — that’s our specialty! We offer hands-on help with:

    • Workflow optimization

    • Light configuration (tags, forms, reports, etc.)

    • Dispatcher & CSR training

    • Job costing & KPI dashboards

    • Inventory, forms, reporting, and more

  • Absolutely. We frequently support tools like:

    • Google Sheets (automation, formulas, dashboards)

    • Zapier & Make

    • VOIP systems & texting platforms

    • QuickBooks Online

    • CHIIRP, Teamwork Desk, Notion, Stripe, and more

    If your team uses it, we’ll help streamline it.

  • We host monthly group calls focused on best practices for CSRs, dispatchers, and managers. Each session covers a specific topic, includes real-world examples, and ends with open Q&A. They're a great way to upskill your team and learn from others.

  • Yes! We are always considering new monthly coaching calls that we can add to our schedule. Right now, the following coaching calls are in the works:

    • Accounting — Covering ServiceTitan workflows, months-end processes, troubleshooting errors, introducing new features to make your workflows easier, and more.

    • Technology & Automation — Learn how to build automations, analyze data in Excel, and create custom dashboards for your team.

    Join our mailing list to be the first to learn of new monthly calls that we’ve added.

  • Members get discounted access to additional services like:

    • Custom automations

    • Advanced report building

    • Deep-dive projects or on-site visits

    • Full documentation packages

    We’ll always scope it first and keep it transparent.