Smarttrack Business

Run your entire service business from your pocket with SmartTrack Business.

SmartTrack Business is the admin and staff companion to SmartTrack, giving business owners and office teams complete control over jobs, people, and money from a single app. Review incoming service requests, build and send estimates, assign the right technician, and follow every job from pending to completed — all in real time, wherever you are.

Create and send professional invoices, record card, cash, and check payments, issue refunds, and share invoices with customers by email or SMS. Connect your preferred payment provider and get paid faster, with every transaction tracked in one place.

Keep your team running smoothly with built-in HR tools. Manage your employee directory, monitor attendance, review and approve leave requests, track payroll and performance, and store important documents securely. Approve or reject team expenses, then see exactly where you stand with expense overviews, balance sheets, and profit and loss reporting.

Stay connected and organized with team and job chat, push notifications, a shared job scheduler and calendar, a company notice board, and a searchable knowledge base for training your staff.

KEY FEATURES

• Service Requests — track pending, active, assigned, completed, and cancelled jobs
• Estimates — build estimates with your price book and send them for customer approval
• Job Assignment — assign or reassign employees, with shift and schedule conflict checks
• Invoicing — create, edit, and send invoices; record payments and process refunds
• Payments — accept card, cash, and check payments through your connected provider
• Customers & Leads — full directory with detailed customer profiles and history
• HR Management — employees, attendance, leave, payroll, performance, and documents
• Expense Management — approvals, balance sheet, and profit & loss reporting
• Scheduling — job scheduler and calendar view for your whole team
• Team & Customer Chat — real-time messaging with photo sharing
• Notice Board & Knowledge Base — keep your team informed and trained
• Business Settings — roles and permissions, tags, charges and taxes, and estimate settings
• Optimized for iPhone and iPad

SmartTrack Business requires an active SmartTrack account. Contact us to get started.