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  • Smart Track
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Features That Keep Your Team, Customers, and Jobs on Track

See what’s going on, who’s doing what, and what needs attention — all from one dashboard.
  • Manage Employees

Stay in control of your workforce, no matter the size.

  • Assign roles, manage permissions, and keep employee data organized.
  • Track job acceptance, location check-ins, and task completion in real-time.
  • Monitor performance and job history to improve accountability.
  • Communicate directly with staff using built-in chat tools.
  • Manage Customers

All your customer info and interactions are in one place.

  • Access customer profiles, history, and job records instantly.
  • View and respond to service or product requests efficiently.
  • Keep communication open with real-time messaging.
  • Use job history and data to deliver better service each time.
  • Manage Services

Offer, organize, and update the services your business provides.

  • Add new services and set availability or pricing.
  • Categorize services for easier access and navigation.
  • Link services to employees or teams based on skills.
  • Update offerings based on demand or seasonality.
  • Manage Products

Keep your product listings clean, current, and connected to your workflow.

  • Add and organize products with custom tags or categories.
  • Set pricing, quantities, and visibility across platforms.
  • Connect products to specific jobs or customer requests.
  • Edit listings quickly as inventory changes.
  • Estimates & Invoices

Quote jobs, bill clients, and keep payments flowing.

  • Create quick estimates with line-item details.
  • Convert accepted estimates into live jobs automatically.
  • Send branded invoices with due dates and payment methods.
  • Track payments, overdue bills, and transaction history.
  • Jobs Schedule

A bird’s eye view of all job activity, day by day.

  • See upcoming, active, and completed jobs on a clean calendar.
  • Assign or reassign jobs with simple drag-and-drop tools.
  • Filter schedules by employee, location, or service type.
  • Get alerts on delays or changes in real-time.
  • Manage Orders

Track product or service orders from start to finish.

  • View order status, history, and customer details on one screen.
  • Approve, cancel, or update orders with minimal steps.
  • Link orders to invoices and job schedules automatically.
  • Stay updated with push and in-app order notifications.
  • Promotions

Run offers and track their impact right from the dashboard.

  • Create and launch discounts or promotional packages.
  • Set usage limits, dates, and targeted customer groups.
  • Apply promotions directly to jobs, products, or services.
  • Review performance metrics to see what’s working.
  • Price Book

Standardize pricing and make quoting easier for your team.

  • Maintain a full catalog of services and product prices.
  • Add modifiers or extras based on customer needs.
  • Ensure consistent pricing across employees and jobs.
  • Link price items to invoices and estimates directly.
  • Team Chat

Instant communication to keep jobs moving.

  • Chat one-on-one or in team groups from anywhere.
  • Share updates, job photos, or documents instantly.
  • Reduce delays with real-time conversations.
  • Keep all communication saved and searchable.
  • Centralized Ticket Support

One hub to manage support tickets and customer issues.

  • Track every support request in one unified inbox.
  • Assign tickets to employees with clear status markers.
  • Reply to customers directly through the ticket system.
  • Keep a log of resolutions and response times.
  • Schedule & Appointments

Book, reschedule, and confirm appointments without the back-and-forth.

  • Let customers choose available time slots in real-time.
  • Automatically assign appointments based on staff availability.
  • Send reminders to reduce no-shows.
  • Sync with calendar tools for smarter time management.

Download the SmartTrack app to manage your business anytime, anywhere. Stay connected, track performance, and boost productivity with ease!

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