SmartTrade

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.

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.

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.

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.

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.