We’ve recently released a software upgrade – here’s the new stuff in SmartTrade!
SmartTrade Mobile - in the Field
Ordering on SmartTrade Mobile is now available!
Mobile users will now be able to:
✔ Generate orders, previously you have been able to create an order number on SmartTrade Mobile to give to you supplier. NOW you can add MyData line items from the job sheet to an order and email it straight to your supplier, the order details are returned to the office with the job.
✔ New security privileges for SmartTrade Mobile to:
- see or not to see the Client pop-up notes;
- choose what job card fields are mandatory or not (Job Category; Accounting Group, Job List 1, Job List 2).
The feature additions allow you to undertake a comprehensive job workflow on SmartTrade Mobile:
✔ Create a new customer and site;
✔ Create a new job;
✔ Create a quote and email it to the customer;
✔ Accept a quote;
✔ Add materials, including MyData kitsets;
✔ Create an order and email it to your supplier – NEW!
✔ Download a SmartForm, complete the form, email a PDF copy to the customer;
✔ Attach photos to the job or SmartForm;
✔ Update assets (Assets is a SmartTrade Ultimate feature);
✔ Raise order numbers;
✔ Complete and return timesheets; and
✔ Create an invoice, preview it, get the customer’s signature and email the invoice to the customer.
There's also a number of minor upgrades and bug fixes for SmartTrade v6.
These are covered off in the Release Notes.
SmartTrade Mobile data is encrypted!
Given the increasing threat from hackers we thought we should point out that SmartTrade Mobile’s data is encrypted making it very difficult for hackers to get hold of the information.
We aren’t aware of any successful attempt to hack into SmartTrade Mobile data.