Clients
Client database	§         Add new clients easily, including multiple sites, contact names, default pricing and payment terms, and notes. §         Import client details from an interfaced accounting program. §         Search for clients by name, contacts, addresses, phone numbers and user definable fields.
Job Management
Job logging	§         Create a new job, from scratch or from a template or by duplicating an existing job. §         Open a new job from inside the calendar view in the scheduler. §         Select job type (quote, estimate or charge-up) and set a status. §         Enter an occupant (e.g. where the client is a landlord and a tenant is the occupant). §         Allocate responsibility for the job, assign one or more employees to the job. §         Set job priority level and due date and time. §         Enter a job category §         Use user definable fields
Internet job logging[1]	§         Allow selected clients to log jobs into SmartTrade Office via the internet 24/7.
Recurring jobs	§         Set jobs to recur at set intervals (e.g. monthly) for a specified period or number of occurrences.
Scheduler	§         View calendars and timelines for multiple employees (your electronic whiteboard). §         Reschedule jobs by dragging and dropping in the calendar view. §         Open a new job from inside the calendar view in the scheduler. §         Create a new job from a template from inside the calendar view in the scheduler. §         Create appointments and make recurring if required. §         Send appointments to field staff equipped with PDAs.
Dispatch	§         Print job sheets for field staff §         Send jobs electronically to field staff equipped with PDAs.
SMS[2]	§         Send text messages to field staff equipped with cellphones.
Job Management	§         Search for jobs by client, status, due date, employee, user definable fields etc. §         Use colour coding to visually see different job types. §         View (but not edit) jobs that have been dispatched to PDAs. §         Record job notes, and selectively include in invoices. §         Automatically record the job history including date and time of key events. §         Attach electronic files to jobs (e.g. drawings, correspondence).
Costing	§         Select items direct from supplier price lists or from MyData, or create new items. §         Speed up costing by creating templates or duplicating existing jobs. §         Monitor gross profit % as you build the costing. §         Use subtotals §         Move items up and down the grid.
Quotes and estimates	§         Create multiple quotes and estimates quickly from the costing page. §         Select the level of detail to show on a quote or estimate. §         Add headers and footers, using preset text. §         Set a quote expiry date.
Job sheet	§         Record actual time and materials and monitor gross profit. §         Monitor the gross profit % as the job progresses. §         Create purchase orders and invoices direct from the job sheet, and print or email. §         Reprice jobs for new costs §         Use subtotals. §         Move items up and down the grid.
Variations	§         Monitor variations on quoted jobs.
Ordering	§         Issue purchase order numbers to field staff §         Print or email
Invoicing	§         Select items to invoice §         Select the detail to show on an invoice, including variations. §         Add headers and footers, using preset text §         Invoice to a 3rd party
Timesheets	§         Enter data from timesheets, or automatically from SmartTrade Mobile® §         Run timesheet reports by period and activity. §         View hours in the Time tab for a job.
MyData	§         Group frequently used items into user defined categories §         Enter custom items (e.g. labour rates, call-out fees) §         Create kit-sets (assemblies), including items from different suppliers.
Archiving	§         Bulk archive jobs
Suppliers
Supplier database	§         Add new suppliers easily, including multiple branches, contact names, and notes. §         Search for suppliers and orders.
Price books	§         Download price books from various suppliers and import into SmartTrade Server®.
Supplier invoices	§         Download from suppliers’ websites (where available) or key in. §         Compare suppliers’ invoices to orders created in SmartTrade Office. §         Electronically copy line items from suppliers’ invoices into job sheets.
Employees
Employee database	§         Add new employees, including phone numbers and notes. §         Allocate employees to security groups. §         Use user definable fields
Accounting interfaces[3]	§         Export data to and import data from popular accounting programs using the SmartTrade Data Exchange Wizard.
Security	§         User name and password protected §         Set up logical employee groups and assign privileges to each group §         Lock out users if necessary.
Other
Reports	§         Customise reports §         Run reports designed from a job management perspective. §         Export reports and data from grids to a spreadsheet or word document.
ST Alerts	§         Monitor when jobs become overdue, are returned from a PDA, are logged by a client via web services or are automatically created from a recurring job.
Data entry	§         Use speed keys