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Automate Processes & Reporting
Process
Automation & Reporting
Our automation and reporting tools outstrip the
capabilities of any other software. Window
furnishing companies can finally have the
efficiency and control they’ve been looking for.
Payments integrationSmartpad Pro integrates with your payment gateway so your staff can process payments through the platform – whether it’s through the sales or install team out on site, or admin staff back at the office.
We currently integrate with Paypal, eWAY, Secure Pay, Stripe, & Square; Zip Pay & AfterPay will be included soon.
Any staff member with access to Smartpad Pro can process payments from any device
Take deposits at appointments, and the system will send the clients their receipt
Payments synced to your accounting system
Mark orders as Account, Client, Finance, or Purchase Order with customized statics available.
Account integrationOur comprehensive account integration tool keeps all invoicing and payments accurately in sync with your accounting system, without the need for hours of manual work.
Smartpad Pro integrates with Xero, MYOB Account right, MYOB Essentials and Quickbooks.
Automatically and seamlessly create invoices and apply payments
Easily run overpayment and pre-payment systems
accounts, locations & companies
Setup ‘Tags’ to easily map sales from Smartpad to specific sales accounts in your accounting system
If you have multiple companies or locations, seamlessly map invoices for different
companies or locations to different sales types in your accounting system
Master console for multi- store managementSmartpad Pro doesn’t just simplify store-to-store operations – we take out the complexities of managing a franchise or a business with multiple stores.
Manage 2 or 2000 stores from a single master console, with a customised tiered system so it’s easy to monitor & manage operations at national, state, regional & single store level.
Customise the system to effectively manage stores at numerous levels
Set up customised performance dashboards to get live reports & data at any company level
View & manage all attached stores orders & appointments directly from the console
Create custom profiles to allow different levels of access to different staff members
Control settings such as attached store’s pricing from your master console, or un-attach the pricing control so that stores can do it themselves
When it comes to the master console’s functionality, this is just the tip of the iceberg. It can do far more, including customised development to meet client-specific needs.
One-Click Ordering for larger organisationsBreak down each job into brands and products.
Group all orders’ products into their respective brands, then order all products required from each supplier in one go.
See the amount of each product to be ordered, and cost price value
Easily search clients and purchase order numbers, to view individual order details as needed
Access detailed records of past One-Click Orders to see exactly what was done and by whom
This system is designed to work in sync with our API integration for manufacturers so that they can receive your One-Click Orders directly into their system.
You can still use it without the integration –you send all orders via email in oneclick, while the manufacturer receives themas individualPDF and Excel sheets for each order.
Once orders are sent, they are automatically marked as ‘ordered’ on your main workflow manager.
Reporting & performance dashboardsHuge suite of detailed reports with multiple views: A grid view displaying raw data, or graphic views of bar graphs, line graphs and pie charts to get the data displayed the way you want
Ability to filter reports for sub-companies, teams and individual
Individual dashboards for sales staff, displaying only their sales performance information from a huge amount of stats, with a comparison against the set sales budget
Upgrade feature Admin Dashboards allows you to create detailed dashboard views displaying critical company information
Ready to Simplify Your Business?