Automate Processes & Reporting

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.

Process payments from anywhere

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

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.

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