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SMARTPAD PRO SUPPORT CENTER

If you are still having problems, please let us know by sending an email to: support@smartpadpro.com.

SUPPORT HOURS

Mon - Fri 9:00AM - 6:00PM
Sat 9:00AM-5:00PM
Sundays by appointment
The most powerful quoting and business management software for the Window Covering Industry.
Tel: (831) 610-0302 Email: sales@smartpadpro.com

PAYMENTS INTEGRATIONS

Smartpad Pro integrates with your payment gateway so your staff can easily process payments through our platform

Whether it’s through the sales department, or your install team while out on site, or even admin back at the home office, our integrated payment processor gets the job done.

We currently integrate with Paypal, eWAY, Secure Pay, Stripe, Square, Zip Pay & AfterPay.

  • 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 customised statuses available
US Payment Integrations

ACCOUNTS INTEGRATIONS

Our comprehensive account integration tool keeps all invoicing and payments accurately in sync with your accounting system, without the need for hours of manual work.

Our 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.

Automated systems

  • Automatically and seamlessly create invoices and apply payments
  • Flexible invoice mapping across multiple 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 MANAGEMENT

Smartpad 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 2,000 stores from a single master console, with a customized tiered system so it’s easy to monitor & manage operations at national, state, regional & single store level.

Flexible tiered system

  • Customize the system to effectively manage stores at numerous levels
  • Set up customized performance dashboards to get live reports & data at any company level
  • View & manage all attached stores orders & appointments directly from the console

Customize staff access

  • 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

Customized functionality
When it comes to the master console’s functionality, this is just the tip of the iceberg. It can do far more, including customized development to meet client-specific needs.

ONE-CLICK ORDERING

One-Click Ordering has been designed for organisations putting through a large amount of orders, who don’t have time to send them individually. It allows you to send manufacturers and suppliers large volumes of jobs at once, while breaking these down for the manufacturer, making it simple for everyone.

One-click Ordering has been designed for organizations putting through a large amount of orders, who don’t have time to send them individually. It allows you to send manufacturers and suppliers large volumes of jobs at once, while breaking these down for the manufacturer, making it simple for everyone.

  • Break down each job into brands and products
  • Group all 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

Sync directly with your manufacturers
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 – send all orders via email in One-click, while the manufacturer receives them as individual PDF and Excel sheets for each order.

Connect back to workflow manager
Once orders are sent, they are automatically marked as ‘ordered’ on your main workflow manager.

REPORTING AND PERFORMANCE DASHBOARDS

Having the right information on hand at any given time is something that’s long eluded managers and supervisors. Our reporting and performance tools are comprehensive enough to capture and calculate the information you need, and user-friendly enough to display this to you and your staff in a way that’s fast and easy to understand.

Having the right information on hand at any given time is something that’s long eluded managers and supervisors. Our reporting and performance tools are comprehensive enough to capture and calculate the information you need, and user-friendly enough to display this to you and your staff in a way that’s fast and easy to understand.

From high-level company reports to individual staff sales performance, you can finally know what’s happening in the company anywhere, at any time.

Easily interpretable formats & displays

  • Huge 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
  • Multi-purpose 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

SEE OUR FEATURES

Automate Invoices & Payments with Live Account Integration

From the first appointment to installation and final payment, Smartpad Pro gives you everything you need for a seamless, mistake-free experience for your staff and customers.

We don’t just make processes easier for our retail clients; we simplify the order process for our client's manufacturers as well.

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.

Setup your Smartpad Pro platform to work seamlessly with the way you run your operations and teams manage their tasks.

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