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The following are the core functionalities available in smartbiz online. You will see that smartbiz online integrates into the one software package virtually all the features and functionalities you’ll need to efficiently manage and grow your business, meaning you don’t need to suffer the complications and expense of running multiple workflow management software packages.
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.
Manage your employees including job scheduling, time keeping, use the smart device tracking feature to their location on a where and when basis. Refer below for our vehicle tracking solution.
Quoting & Invoicing
Quote and invoice using customized templates. Offer your customers options and let your customers select the options they prefer.
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 in smartbiz online at no cost.
Health & safety
Job safety analysis
Code of compliance certificate
Gas safety certificate
Electrical safety certificate
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.
smartbiz online comes with 21 advanced reports that make managing your business a lot easier. These include assets, customer, suppler, employee, invoice, job, orders, quotes, schedule and timesheet reports.
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 directly. smartbiz online currently integrates directly into the software stock systems of several major suppliers, we expect to add further supplier integrations in due course.
Inventory management is crucial for almost every business, using the inventory module in conjunction its barcode scanning feature you'll know where your stock is, be able to order or automatically replenish stock, do stocktakes, run reports on stock, monitor shrinkage and more.
Manage your customers assets professionally, use our SmartForms solution for asset maintenance including logging work orders from the field and tracking asset service history.
We have recently implemented a project management module that allows you to schedule tasks, track progress on Gantt charts, deal with variations and progress claims and much more.
Use smartbiz online’s vehicle tracing module in conjunction with the smart device tracking functionality to know where your vehicles and employees are.
The vehicle tracking solution allow users to track their vehicles in real time, show trips on the map and to report on trips. A major benefit is the vehicle tracking is fully integrated with the schedule, you can see vehicles, employees and jobs on the same map.
Once you’re ready to invoice your customers you can export your invoices from smartbiz online to the following popular cloud-based accounting packages.
Exporting invoices to most other accounting packages can readily be done using a CSV file.
Company Wide Messaging
Message anyone connected within your company smartbiz online from office users to field staff.
Data Backup & Protection
Have peace of mind knowing that your data is saved and backed up regularly to ensure its kept safe.
smartbiz online mobile
Download the smartbiz online mobile app so you and your field technicians have what you need when you need it.
Log times and submit time sheets
Place purchase orders
Fill out SmartForms
capture signatures & more