The cloud based workflow management solution to grow your business
SmartTrade Legacy
A server based option if being cloud based isn't for you.
SmartTrade Version 6 is our legacy program that has been supporting business' just like yours since 2012. Below is a list of functionality that SmartTrade V6 has as well as other key information regarding our legacy program.
Industry Leading Support
Our customers will attest to the quality of our support. After being in business for 20 years we know how important it is for our customers to have person-to-person support when they need it.
When you call our support team you will be dealing with people and not machines, during normal business hours we achieve a better than 90% response rate. There’s no need to log online tickets or send emails, then wait days for a response. If we can't immediately answer your call we’ll get back to you as soon as possible.
Jobs, Clients & Sites
Managing jobs including clients and their site information is the bread and butter of any business. Receive, schedule and track jobs efficiently, manage all the information you need about clients, sites, contacts, site assets and much more.
Employees
Manage your employees including job scheduling, time keeping, use the smart device tracking feature to their location on a where and when basis.
Quoting & Invoicing
Quote and invoice using customized templates making things much more efficient for jobs of a similar nature.
SmartForms
Our electronic SmartForms are a much more powerful solution than paper or spreadsheet forms, while they are particularly popular for workplace safety management they can be used for many other purposes. SmartForm results can be emailed to customers from the field and customers can be setup to see their form results in the SmartGate online portal.
The following list of standard SmartForms are available to all SmartTrade V6 users with access to SmartTrade mobile.
-
Health & safety
-
Job safety analysis
-
Code of compliance certificate
-
Gas safety certificate
-
Electrical safety certificate
-
Customer satisfaction
-
Covid-19
We have developed more than 1,000 customised SmartForms for our customers, customised SmartForms enable the inclusion of “smarts” including adding form tasks in the field, recording photographs, raising work orders that are logged back in the office, doing calculations on the form and much more.
Advanced Reports
SmartTrade V6 also has advanced reporting available so If you have a requirement for a special report we can design and build you a custom report for almost any reporting requirement you have.
Supplier Invoices & Price Books
Import supplier invoices and price books to make life much simpler saving you time and money.
Asset Management
Manage your customers assets professionally, use our SmartForms solution for asset maintenance including logging work orders from the field and tracking asset service history.
Accounting Integration
Once you’re ready to invoice your customers you can export your invoices from SmartTrade to the following accounting packages.
Exporting invoices to most other accounting packages can readily be done using a CSV file.
Company Wide Messaging
Message clients or staff through the internal SMS service. (Costs vary depending on the amount of credits purchased)
Data Backup & Protection with SmartSafe
Have peace of mind knowing that your data is saved and backed up regularly to ensure its kept safe. (Cost dependent on data size back up)
SmartTrade Mobile
Get SmartTrade mobile so you and your field technicians have what you need when you need it.
-
Update Jobs
-
Log times and submit time sheets
-
Place purchase orders
-
Fill out SmartForms
-
capture signatures & more