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In 1998, when Sam MacGeorge couldn’t find an affordable job management system for his
building services company, he decided to develop his own. The result is SmartTrade, which
is revolutionising small and large service businesses by streamlining the front end operations
(such as managing jobs, customers, suppliers and employees) and slashing paperwork.
SmartTrade provides affordable job management solutions for the office and the field. Smart-
Trade Server® is a comprehensive office system, sharing data with accounting packages such
as MYOB and QuickBooks and reducing double entry and errors. It can be accessed remotely
- with a laptop and wireless connection, you can run the business from the field.
SmartTrade Mobile® enables tradesmen equipped with handheld computers (PDAs) to receive
and process jobs, and to communicate wirelessly with the office. It significantly reduces paper-
work and improves productivity by keeping your tradesmen in the field and out of the office.
SmartTrade can be implemented in days or weeks rather than months, and allows users to
customise certain aspects. We demonstrate SmartTrade over the internet, and focus on making
sure that it fits your business - if it doesn’t fit, we won’t sell it to you.
We use the same internet technology to install SmartTrade, and to train and support users - it’s
convenient, flexible and very effective, whether you are located in a capital city or out the back
of beyond.
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Creating and managing jobs is easy, with features such as
templates and recurring jobs.
“I can review the job and invoice it out without touching a piece of
paper — simple... Invoicing is now done before the end of the month, not
around the 10th of the following as used to be the case.”
Mike Barr, Barr Electrical (Hamilton)
Jobs can be dispatched to field staff wirelessly and, when
complete, be returned wirelessly.
“SmartTrade has really improved our cash flow. We now send out invoices
in days rather than weeks.”
Paul Griffiths, Stewart and Rogers (Auckland)
SmartTrade Server® Functionality (as at March 2005)
Client database • Add new clients easily, including multiple sites, contact names, default pricing and
payment terms, and notes.
• Import client details from an interfaced accounting program.
• Search for clients by name, contacts, addresses, phone numbers and user
definable fields.
Job Management
Job logging • Create a new job, from scratch or from a template or by duplicating an existing job.
• Open a new job from inside the calendar view in the scheduler.
• Select job type (quote, estimate or charge-up) and set a status.
• Enter an occupant (e.g. where the client is a landlord and a tenant is the occupant).
• Allocate responsibility for the job, assign one or more employees to the job.
• Set job priority level and due date and time.
• Enter a job category.
• Use user definable fields.
Internet job logging¹ • Allow selected clients to log jobs into SmartTrade Server® via the internet 24/7
Recurring jobs • Set jobs to recur at set intervals (e.g. monthly) for a specified period or number of
occurrences.
Scheduler • View calendars and timelines for multiple employees (your electronic whiteboard).
• Reschedule jobs by dragging and dropping in the calendar view.
• Open a new job from inside the calendar view, including from templates.
• Create appointments and make recurring if required.
• Send appointments to field staff equipped with Pocket PC devices.
Dispatch • Print job sheets for field staff
• Send jobs electronically to field staff equipped with Pocket PC devices.
SMS² • Send text messages to field staff equipped with cellphones.
Job Management • Search for jobs by client, status, due date, employee, user definable fields etc.
• Use colour coding to visually see different job types.
• View (but not edit) jobs that have been dispatched to Pocket PC devices.
• Record job notes, and selectively include in invoices.
• Automatically record the job history including date and time of key events.
• Attach electronic files to jobs (e.g. drawings, correspondence).
Costing • Select items direct from supplier price lists or from MyData, or create new items.
• Speed up costing by creating templates or duplicating existing jobs.
• Monitor gross profit % as you build the costing.
• Use subtotals.
Quotes and estimates • Create multiple quotes and estimates quickly from the costing page.
• Select the level of detail to show on a quote or estimate.
• Add headers and footers, using preset text.
• Set a quote expiry date.
Job sheet • Record actual time and materials and monitor gross profit.
• Monitor the gross profit % as the job progresses.
• Create purchase orders and invoices direct from the job sheet, and print or email.
• Reprice jobs for new costs.
• Use subtotals.
• Move items up and down the grid.
Variations • Monitor variations on quoted jobs.
Ordering • Issue purchase order numbers to field staff.
• Print or email orders.
Invoicing • Select items to invoice.
• Select the detail to show on an invoice, including variations.
• Add headers and footers, using preset text.
• Invoice to a 3rd party
Suppliers
Supplier database • Add new suppliers easily, including multiple branches, contact names, and notes.
• Search for suppliers and orders.
Price books • Download price books from various suppliers and import into SmartTrade Server®
Supplier invoices • Download from suppliers' websites (where available) or key in.
• Compare suppliers' invoices to orders created in SmartTrade Server®
• Electronically copy line items from suppliers' invoices into job sheets.
Employees
Employee database • Add new employees, including phone numbers and notes.
• Allocate employees to security groups
• Use user definable fields.
Security • User name and password protected.
• Set up logical employee groups and assign privileges to each group.
• Lock out users if necessary.
Other
Accounting • Export data to and import data from a number of popular accounting programs using
interfaces1 the SmartTrade Data Exchange Wizard.
Reports • Customise reports
• Run reports designed from a job management perspective.
• Export reports and data from grids to a spreadsheet or word document.
ST Alerts • Advise when jobs become overdue, are returned from a Pocket PC, are logged by a
client via internet job logging or are automatically created from a recurring job.
Data entry • Use speed keys
About SmartTrade
SmartTrade Ltd is a privately owned company operating in Australia and New Zealand.
Our goal is to offer world-class products that simplify life for our customers.
SmartTrade Ltd
ABN 70 879 973 518
info@smarttrade.biz
www.smarttrade.biz
If you are calling from Australia If you are calling from New Zealand
Phone 1800 350 495 Phone 0800 EASYHELP (327943)
Fax 1800 630 746 Fax 09 379 8641