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Overview

SmartTrade provides comprehensive job management solutions, helping businesses streamline their workflows and improve profitability. While there are occasional bugs in performance, its extensive features for field service professionals and helpful customer support justify the investment for service-based businesses. It’s a valuable tool for businesses looking to manage projects more effectively.

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SmartTrade Specifications

  • Work Order Management
  • Scheduling & Dispatching
  • Mobile Access
  • Customer Management
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What Is SmartTrade?

SmartTrade is a server-based job management platform for field service businesses. It helps users to efficiently receive, schedule, and track jobs, while also managing client and site information. The tool includes a powerful mobile app for field technicians and the ability to create customized quotes and invoices. This streamlines business processes and reduces administrative workload for field managers.

SmartTrade Pricing

SmartTrade pricing plans are customized depending on varying business needs. Contact us for a tailored SmartTrade cost estimate today!

SmartTrade Integrations

SmartTrade features integrations with the following tools and platforms:

You can watch a free SmartTrade demo to learn all about its integration arrangements.

Who Is SmartTrade For?

SmartTrade software is ideal for the following sectors and industries:

  • Building management
  • Fire protection
  • HVAC services
  • Landscaping
  • Plumbing
  • Electrical
  • Property maintenance

Is SmartTrade Right For You?

SmartTrade is an ideal solution for businesses that want a powerful, desktop-based job management platform. Its strength lies in managing jobs, clients, employees, and finances in one place, making it a compelling choice for companies seeking to optimize their workflows with a reliable system.

Still confused about the SmartTrade software? Connect with our customer support staff at (661) 384-7070 for further guidance.

 

SmartTrade Features

Asset Management

SmartTrade helps businesses manage customer assets efficiently by using the ‘SmartForms’ solution. The tool takes care of logging work orders from the field and tracking a complete history of all asset services, ensuring accurate and up-to-date records.

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Advanced Reports

The software allows for the design and construction of special reports to meet specific business requirements. It provides deeper insights into business performance, helping field managers to make data-driven decisions.

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Quoting And Invoicing

The tool enables users to easily create and issue professional quotes and invoices. It leverages customized templates to make the process more efficient, particularly for jobs of a similar nature, helping to improve cash flow and reduce administrative burden.

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SmartForms

SmartTrade helps companies replace traditional paper forms of documentation with digital forms. It can be used to record photos directly from the field and perform calculations, which digitizes and automates many business processes.

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Job Management

This feature allows users to efficiently receive, schedule, and track jobs while managing all necessary information about clients, their sites, contacts, and assets. The tool helps keep all the core components of the business in one place.

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Pros And Cons of SmartTrade

Pros

  • Comprehensive end-to-end job management

  • Reliable, person-to-person customer support

  • Customizable forms and reporting tools

Cons

  • Customization may require expert assistance

  • The user interface can be improved

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Frequently Asked Questions

What level of support does SmartTrade offer?

SmartTrade offers support via phone and email.

Does SmartTrade offer an API?

SmartTrade does not publicly disclose information related to its API.

Does SmartTrade have a mobile app?

Yes, it offers a dedicated mobile app.

What language does SmartTrade support?

The platform supports the English language.

What types of SmartTrade pricing plans are available?

The vendor offers customized pricing plans depending on varying business needs. Get a personalized SmartTrade price plan tailored to your requirements.

Who are the typical users of SmartTrade?

Typical users who benefit from SmartTrade features include businesses across various industries and sectors, including building management, fire protection, HVAC services, landscaping, plumbing, electrical, and property maintenance industries.

What other apps does SmartTrade integrate with?

SmartTrade software offers integrations with QuickBooks, Xero Accounting Solution, MYOB Software, and Reckon One.