Asset Management – working with SmartTrade Mobile and SmartForms to manage assets in the field

Asset Management is a SmartTrade Ultimate feature, using it with SmartTrade Mobile and SmartForms makes managing assets in the field a lot easier. 

You need to have at least one SmartTrade Ultimate licence to be able to be able to utilise the Asset Management functionality

Other functionalities that come with SmartTrade Ultimate:

  • Work Orders – an important feature for Asset Management, work orders for assets can be initiated from a SmartForm;
  • SmartGate portal – you can set up your clients so they can log jobs and/or see their SmartForm results;
  • Project cost control – this feature is primarily a cost control tool which enables users to:

• Create and track claims and retentions for quote jobs;

• Project variations can be entered and tracked separately but reported together;

• Create invoices;

• Consolidate multiple “draft” invoices into a single invoice for a single customer;

• Create project reports:

  1. Job Profitability report
  2. Project Summary Report
  3. WIP Report

Here's your chance to find out how Asset Management and SmartForms work together!

If you would like to evaluate how Asset Management works with SmartForms on SmartTrade Mobile give our support team a call!

Here’s how they will set you up to evaluate Asset Management and SmartForms:

✔ If you don’t have a SmartTrade Ultimate licence and/or aren’t using SmartTrade Mobile we will set you up with trial licences.

✔ We’ve also prepared a short user guide explaining how Asset Management and SmartForms work together.

✔ You can then experiment with a demonstration SmartForm, we’ve chosen the A6 Boilers demo SmartForm because it shows a number of the available SmartForms features. There’s also a short user guide to help you navigate your way through the demo SmartForm.

✔ And as always don’t hesitate to call our support team if you need some help!

✔ If after evaluating Asset Management working with SmartForms you think it might help your business you only have to call our sales team to get set up. We’ll then schedule some online training to make sure you are up to speed with Assets and SmartForms.

Working in the office with SmartTrade Ultimate

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✔ Enter Asset details

✔ Attach applicable SmartForms

✔ Create Job + Asset + SmartForms

✔ Dispatch Job + Asset + SmartForms to SmartTrade Mobile

✔ Clients can be given permission to see SmartForm results in the SmartGate portal

Working in the field with SmartTrade Mobile + Asset + SmartForms

✔ Open Job -> Asset -> SmartForms

✔ Complete SmartForms

✔ Sign-off SmartForms

✔ Return Job + Asset + SmartForms to Office

SmartTrade Ultimate + Assets + SmartForms, a great way to manage assets in the field!