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.
Message & contact your clients directly via SMS & E mail
View all appointment logs, message logs, quotes, orders &
import your existing client database
Export your client database
Powerful search functionality allows you to search for secondary
or sub contact information
Manage all your different types of appointments (including sales, installation, measure & service) from the one screen, with powerful filters to view what you want, when you want
Attach all relevant measure sheets, install sheets and any other documentation to the appointment for fast access
Send invoices and process payments directly from the client’s appointment screen
View appointment logs, attach multiple staff to appointments, & create multiple visits to the client’s home, all from the one place
Sync your Smartpad Calendar appointments with your Calendar
Send automated booking reminders to your clients with the ability for them to accept, decline or request to reschedule their appointment. Their response will automatically update their appointment status
Fast and simple drag-and-drop user interface
Each user can customise the screen & layout to their preferences
Access page for quoting client directly from their appointment scheduler
Accurately quote curtains/drapes, pelmets, indoor blinds, outdoor blinds, shutters, awnings, window tint, security doors, security screens, and shade sails and more.
Simply enter window or door measurements and relevant details where prompted
Add pictures & images, along with creating drawings within system to create product diagrams
Easily repeat and adjust this process for different rooms
When choosing product options, the decision tree we create for you ensures that only the available & relevant choices will show
Any extra costs based on choices are automatically picked up & added
When quoting, sales tax rates are calculated automatically, Powered By
Easy to select what products go into the quote, and make price comparisons for clients
Automaticallly break up the deposit and balance
Generate quotes with your company’s personal template
Change the display setting within each quote
Email & or SMS the quote with any other attachments you want to send, directly from the quoting screen
We enter, set up, validate and maintain all of your products and pricing – FREE of charge.
Never worry about entering or maintaining supplier pricing ever again.
continuously growing list of suppliers and manufacturers
View & manage the status of each quote in a visual dashboard, which detects send/receive/response status & automatically updates
Email and SMS follow-up messages directly from the quoting page
Smartpad tells you if the client has opened the quote email & how many times it has been viewed
View & mange all order revisions & price adjustments
COMING SOON: Upgrade to get our Automatic Quote follow up communication Matrix & Marketing system – this automatically follows up quotes and markets relevant special offers to your clients
Create a simple quote management process that automatically tells your staff what quotes to follow up & when
View & manage all staff’s quote actions on your dashboard to make sure everyone is correctly working on their leads and quotes
Dashboard visually displays progress of each client’s quote or order, and flags anything that’s incomplete or needs attention. Create your own custom statuses that suit the way your business manages its orders
Give yourself another layer of search functionality by assigning customised tags to your orders –for example 'VIP client', 'Display home', or 'Urgent order'
Create clear direction and accountability for staff with customised Workflows
Setup custom search tabs so that staff can see exactly what they need to do to complete their job, without having to use cumbersome search filters like they do in other platforms
Final measure bookings and reports are automatically added from the measure & installation tool
Automatically generate all your product and fabric orders, in both PDF and excel form, & email orders to suppliers directly from the system
Orders include QR coded product labels, which can be scanned for automatic inclusion in the system once received in your warehouse
The workflow manager tells you which products are past due and who to follow up
Break down product installations into multiple parts by assigning products to different split installations. Book and manage each install separately in a complete process, including split invoices, split install sheets, and so on
Manage all client payments directly from the workflow manager
See a detailed log of client emails, text messages & phone calls attached to each client’s order
The workflow manager keeps comprehensive audit logs, so you can see all staff members’ actions on the system
View all jobs booked at a glance and easily search for future jobs
Generate picking checklists to know the exact list of products to take to appointments
Create clear direction and accountability for staff
Access all notes from the appointment booking, quote, order, and the admin team
At the appointment, simply follow the prompts to fill in the information, set the status, & add pictures & drawings
Pressing ‘Submit Report’ instantly updates the workflow manager and notifies the admin team with a detailed report on everything you’ve entered
Simple, clean view for tablet or phone
If you prefer working with paper, you can simply download your measure and install sheets
Integrates with Google Maps to get turn-by-turn directions to the appointment location
Running late? Send a fast message your client through the integrated text message system
Take payments and view message logs through the system
Current Optional Premium Features
Based on our clients’ feedback, we are continuously developing new features that make it even easier to save time, improve performance and close more sales.
Imagine having a staff member who knew everything about your customers’ quote consideration process and purchase history, dedicated to following up and marketing to them. The automated follow-up and marketing tool sends customised SMSs and emails to customers who have been quoted but haven’t yet ordered, and sends personalised marketing campaigns to other customers on your database.
The system’s customisable communication matrix allows you to automate sending messages with the right content, to the right people, at the right time.
It’s going to be the fastest, cheapest and easiest way to increase conversions.
Create communication matrixes that send your quoted customers personalised follow-up messages. These messages are automatically customized to match factors such as:
- Time passed since sending the quote
- Assigned quote status
- Products in the quote
- Whether the customer has opened the quote email
- The value of the quote
- And many other factors
Get detailed information on these email open rates, bounce rates, and delivery statuses
Create customised, automated marketing campaigns. Setup rule-based matrixes that take information from each customer into consideration, including:
- Time since last purchase
- Previous purchase value
- Types of products bought
Create as many campaigns as you like and set them up as far ahead of time as you need
Get detailed information on SMS and email open rates, bounce rates, and delivery statuses to know exactly how each campaign performs
What would get more customers to accept quotes?
How about giving them more options and information in a way that doesn’t overwhelm them, being on-hand to respond to questions, or making the order and payment process automatic?
The Smart quote system allows you to do all this, and get insight into the decision process customers go through when looking at a quote.
Instead of using a PDF, this system sends customer a live link where they can toggle between product options, see attached information and brochures, and live message the sales rep. They can then choose the products they want, accept the order, sign and make their deposit payment all from their quote page.
You also get to a report on when and how many times your customer looks at the quote, what products they look at, and whether they accept the order.
Give customers multiple clearly labelled options to choose from
Get detailed information on these email open rates, bounce rates, and delivery statuses
Add any brochures, images or attachments
Allow customers to message questions from the quote page
Allow customers to digitally sign, accept your quote and pay a deposit from the quote page
See precisely when a customer opens your quote and how many times they open it, and track their live interaction with the quote page
Get automatic notifications straight to your dashboard for all accepted quotes and customer messages
Send automatic and manual e mail and SMS quote reminders for customers who don’t open their quote in a set timeframe
Automated task management removes the need for closely managing staff by automatically assigning them tasks and tracking their progress.
It allows you to setup various teams or individuals within your organisation with default tasks for quotes and orders. Each time a quote is generated or turned into an order, each person in that team or individual instantly gets notified of their new task and its due date.
The system also sends you reports of who is on track and who is falling behind.
Create default tasks that are automatically assigned each time a quote is generated
Create default tasks that are assigned each time a quote is turned into an order
Assign tasks to individuals or teams
Set guidelines as to how long tasks should take to complete, then tracks teams and individuals’ progress againstthese completion dates
Display 'number of days until due' for each task on staff members' personal dashboards
Enable admin staffto report on overdue tasks across the organisation to help them manage workloads and make sure important work gets completed