Xero - beautiful accounting software

Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
Community > App Reviews >

SmartTrade

Started by Xero API -   in App Reviews |Invoicing + Jobs

5 out of 5 stars
 
Based on 8 user ratings
If you are a user of Xero and SmartTrade, tell us how you are getting on and your experience so far. Any tips?

About SmartTrade
A comprehensive job management software system for trade & service businesses with a CRM module to build more information about your customers. For more information, check out SmartTrade.

Remember if you have questions or need assistance with SmartTrade, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the SmartTrade support centre or this page for information on connecting SmartTrade to Xero.
We're an electrical company here in Christchurch and have been using SmartTrade for about 6 years and we love it! Their platform and software really supports us in how we run our business. All our work is now done online, our team all have tablets so they can access job information at their fingertips & record time and materials with no paperwork involved. SmartTrade has really helped us streamline our business and has shaved off so much administration time which is giving us more time to carry on with more dollar productive activity. We can easily upload our supplier invoices, post on to job cards & send the invoices through Xero in really easy steps. One of the best things about SmartTrade though is the service. Their team are great and help you with anything and we love it how flexible they are. They we can easily customize forms like invoices & quotes to how we want, if we need certain reports done, if they aren't in their templates already they create them for us. Everything is instant too, if you make changes where ever in SmartTrade it instantly filters through the system, there is never any lag or downtime. Highly highly recommend this service, its brilliant and is a big part of our business's success!
 

Shannon Kukard  

If you run a field service business with vehicles going out to site to do various jobs then I would recommend Smarttrade as a very good job management tool. Staff carry iPads (or similar) and read the jobs, update the information, take photos and send back completed jobs for oversight and invoicing. Invoicing can also be done in the field. It integrates nicely with Xero and Navman vehicle tracking. This is very simple but very powerful software and I have recommended it to many people and for a change there is excellent support.

paul@westcoastpoolservice.com.au +61893840355
 

Paul Jeffree  

We have been using Smarttrade since 2014 and find it to be a fantastic program that has increased our efficiency in many aspects of our business, giving us the ability to focus on areas in the company that were previously overlooked. Smarttrade is a very powerful tool, and is well supported. The ability to customise reports and invoices etc is excellent. Highly recommend
 

Anita Matheson  

SmartTrade is essential to our business, it is easy to use and manage, and I like the features we can change specifically to suit our needs. The linking between SmartTrade and Xero is super helpful I just wish Xero talked back! Any issues are always dealt with promptly by their very helpful personable staff.
 

Karla Morrison  

We at KDC Plumbing having been using Smart Trade for 10 years. As a large plumbing company we need to be able to allocate costs to specific jobs. We also use it for daily job allocation and keeping continuous line of job notes and details. We can easily look back at jobs we were at years ago and familiarize ourselves with the job history. We have used other job programs in the past and did not find that there supplied us with the detail and ease of operation. A bonus is that we do not have to re enter our costs into our accounting program as we are able to export supplier invoices and customer invoices direct to our Xero accounting package
 

Dave Taylor  

We have been using Smart Trade for over 7 years now and its the best thing we have ever used. we do over 200 jobs every week and keeping track on the scheduling and billing is so easy with Smart Trade. It manages all our incoming automatic payments and since we have gone onto Xero its made everything so easy.
 

Robert Edwards  

Jenco Electrical Limited have been using SmarTrade for approximately five years now and it has not only given us the opportunity to streamline our system processes for jobs but also makes sure each dollar is accounted for. We moved to Xero last year and the exporting from SmartTrade to Xero is seamless. We use Xero to manage all of our receivables, with the invoicing process itself being done from SmartTrade. Whenever we have an idea for something that would help with our business processes SmartTrade always come to the party to work with us to achieve this. SmartTrade also provide us with our system cloud backup for our documents and emails. We never hesitate in recommending both SmartTrade and Xero to other trade companies.
 

Gillian Cook  

At Aspen Landscapes Ltd, Wellington, NZ we have been using SmartTrade now for 12 years.
Ever since the add-on facility has been available to us we have linked Xero to SmartTrade. This has been approximately 4 years. Having the ability to export invoices directly from ST to Xero has made it so much easier to manage our debtors.
It has undoubtedly made it easier for us to grow our business. Having our information completely current has allowed us to feel confident with decisions we have made in regards to our growth and future planning. We are loving this technology, thanks.
 

Jodi Baines