We’ve just released a software upgrade – here’s the new stuff in SmartTrade!
SmartTrade Mobile - in the Field
Invoicing on SmartTrade Mobile is now available!
Mobile users will now be able to:
✓Create an invoice on the job from the Job Sheet tab;
✓Confirm invoices;
✓Preview the invoice;
✓Get a signature on the invoice (optional); and
✓Email the invoice to the customer.
In the last release we added:
✓Quoting on the job; and
✓Downloading a SmartForm from the cloud to SmartTrade Mobile.
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;
✓Complete the job including:
✓Add materials, including MyData kitsets;
✓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.
Free “customer satisfaction survey” SmartForm!
✓Customer Satisfaction Survey form – this SmartForm is available at no cost, you can find more
information in the article about SmartForms. If you want to use this form please get back to
us and we will add your company logo to it, again at no cost. If you have any suggestions how
the form could be improved don’t hesitate to tell us!
Click here to open the latest version of the "Guide to working with SmartTrade Mobile"
SmartTrade Essential & Ultimate - in the Office
SmartTrade Discovery
✓You can now self-audit which SmartTrade features and functionalities you are using to make sure you
aren’t missing out on stuff your business could benefit from.
IT’S SIMPLE – NO REASON NOT TO DO IT! THIS MAY BE ONE OF THE MOST PRODUCTIVE THINGS YOU DO THIS YEAR!
Find out more about SmartTrade Discovery.
Customisable fields
✓New field type "URL".
Timesheets
✓Edit an approved timesheet and automatically set to unapproved.
Jobs
✓Allow adding and editing of dispatched initial Job notes.
Sub-Jobs
✓New "Search for... Sub-jobs" option available while editing jobs;
✓Create sub-job - four new tick box options:
Click here to open the "A short guide to Sub-Jobs"
