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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

STREAMLINE OPERATIONS

Streamline Your Business Processes

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.

Appointment Scheduling and Automated Reminders

Managing your clients appointments has never been so easy. View and manage appointments, measure and install sheets, and processing payments, all from their appointment screen. You can even setup automated booking reminders for clients, whose response will automatically change the appointment status.

Access and manage everything from the appointment screen

  • Manage all different types of appointments from one screen
  • Create personal appointments and blocks for different rosters
  • Attach any documentation and pictures for fast access
  • Send invoices and process payments
  • Attach multiple staff for group bookings
  • Export users diaries to PDF for daily run sheets

Calendar Syncing and Appointment Reminders

  • Sync your appointments to your Google and I365 Calendars
  • Automatically attaches the install and measure sheets to Google and I365
  • Send automated appointment confirmations that auto update Smartpad Pro
  • Set unlimited automated reminders before and after the appointment
  • Text message integration with Twilio for all reminders and confirmations

Easy, Customizable Interface

  • Fast and Simple drag-and-drop user interface
  • Each user can customize the screen & layout to their preferences
  • Start client quotes directly from their appointment card

FAST & ACCURATE IN-HOME QUOTING

No more hours spent calculating quotes or creating options for customers, do it all in minutes with Smartpad Pro. Our quoting tool is a fast efficient way of producing quotes and multiple options in minutes allowing you to sell on the spot or get the quotes out fast.

Create large accurate quotes in minutes
  • Quote all products on one quote including drapes and soft furnishings
  • Simply enter the measurements, select the product then customize the options
  • Add pictures & images along with create drawings with in Smartpad Pro
  • Powerful copy & paste and batch update for building large quotes fast
  • Track if clients receive the quote and open it in our mail tracking

Quote drapes and soft furnishings easily

  • Calculates yardage, cuts, fabric and workroom orders
  • Completely customisable variables and calculations

Powerful validated products and simple decision trees

  • Our 100% validated ranges ensure accurate quoting
  • Our decision trees automatically ensure only the correct relevant options are shown for easy quoting
  • Any extra costs based on choices are automatically added
  • We maintain and build all major and minor brands including your in house products

Automated tax calculations

  • When quoting your sales tax rates are automatically calculated powered by
  • Control tax per client, set products as non taxable or set a flat tax rate

Flexible quote generation

  • Easily select the products and options to be included in the quote
  • Create price comparisons or duplicate quote fast
  • Control the look and feel of your quotes in our form builder
  • Add your logo, terms and conditions
  • Send quotes via email, text message, or smart quote with any other attachments you need

SMART QUOTE

LIVE QUOTING AND INVOICING - Smart Quote and Invoices are the ultimate sales and customer service tool to maximize conversions, streamline processes and have the best customer experience possible.

Smart Quote allows clients to view their quote, accept it, digitally sign for it, and make payments all from the comfort of their own home.

Smart Invoices and Payment links allow you to send live invoices and embed “Add Payment” buttons where the client can simply click and pay, to any automated and manual client communication out of Smartpad Pro.

Couple this with our accounting and payment system integrations and your entire process from quoting and payments to accounting system is fully automated.

Plus, get real time notifications into when your client opens the quote, how many times they open it, when they accept it and make payments.

  • Know exactly when quotes are opened and accepted
  • Clients can sign, accept and make payments from home
  • Create customised messaging and notifications
Smart Quote view
Smart Quote view

QUOTE TRACKING AND CRM

Managing large volumes of quotes to maximize conversions is critical to ensure none slip through the net. Smartpad Pro makes this easy with quote actions and smart searches.

All-in-one CRM and quote status management system

  • View and manage the status and action of each quote in a visual dashboard
  • Create customized actions and statuses to match your business processes
  • Get detailed reports on where all quotes are up to and any overdue actions
  • Create simple streamlined quote follow up processes that tells your staff what to follow up and when
  • Create detailed "Smart Searches" to easily drill down into detailed quote data

Powerful quote tracking and follow-ups

  • Create multiple quote follow up templates with customized variables
  • Create unlimited HTML or Text based messages
  • Easily send messages and track communication in each clients file

Easily manage staff performance

  • The company and user dashboard make it simple to see the companies and staff performance.
  • Create team and staff sales budgets and much more (see reports for more info)

Automated Quote follow-up, communication and marketing system

WORKFLOW MANAGER ORDER MANAGEMENT

Smartpad Pro's workflow manager ensures a smooth but tightly controlled order management process. Not only are you able to see whats going on anywhere at any time, but your customer service team have complete visibility and clarity of every step of the order process through our Smart Search tool.

Simple visual traffic light dashboard

  • Easily see the progress of each order from a colour coded status for anything thats incomplete or needs actioning
  • An in-built 8 step order management process keeps your team aligned and 100% accountable
  • Create further customized workflows for more specialized management with our Smart Searches
  • Give yourself another layer of search functionality with customised order and assignment tags
  • Build custom reports based on specific order statuses showing detailed information keeping you up-to-date
  • Build custom order statuses and easily generate work on-hand reports to identify bottlenecks
  • Instantly view costs and GP to know exactly where you stand
  • Keep clients up-to-date with our template messages and send message functionality

Seamlessly manage all parts of the workflow

  • Book and manage your final measures with reports sent from our on-site measure and install tool
  • Automatically generate all product, workroom and fabric orders in both PDF and Excel
  • Send orders seamlessly via email to your suppliers
  • Track orders to make sure none go past due, update delivery dates and add shipping information
  • Receive products and generate easy reports on jobs ready to be booked for install
  • Split installations and book easily while generating picking sheets, install sheets and client invoices
  • Create repair or replacement orders and track faults and reasons for long term reporting
  • Complete and archive jobs to keep a clean system

Detailed logs and tracking

  • Every button clicked or function performed is tracked so you know exactly who and when each function was performed
  • See a detailed log of all client communication, internal communication and everything to do with each order in one place

Manufacture your own products

Workflow Manager

STREAMLINE OPERATIONS

Measure & Installation Tools - Make work straight forward and efficient for your measure and install team. Give them everything they need for easy, mistake-free appointments, while all their data feeds straight back into your workflow manager and reporting.

Company contacts
Company scheduler

Make work straight forward and efficient for your measure and install team. Give them everything they need for easy, mistake-free appointments, while all their data feeds straight back into your workflow manager and reporting.

Access to everything in one place

  • View all jobs booked at a glance and easily search for future jobs
  • View all goods needed to take for installations and tick them off
  • Access all notes and communication for the appointment booking, quote, order and admin team

All product information ready to go

  • Simply click "Start" and follow the prompts to complete the information, add notes, statuses, pictures and drawings
  • Customize the measure and installation statuses to your process flows
  • Once done press "Submit Report" which instantly notifies select staff and updates the workflow manager with a detailed report
  • If you prefer working with paper you can simply download the measure and installation sheets and export your diary
  • View the status of all installed products and logs directly from the workflow manager

Integrated directions, messaging and payments

  • Take payments on-site and send clients receipts
  • Get directions via google maps directly to the clients home
  • Running late? Send fast messages via email and text message to update your client

SMARTPAD PRO 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.

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 competition. Now 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 customise how teams manage their tasks.

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