ZenTrades

ZenTrades is a highly configurable application for Fire Life & Safety Businesses, Electrical Field Service Businesses, Plumbing Field Service Businesses, and HVAC Field Service Businesses built to increase business efficiency, ease of use, and save time for the back office and field technicians.

ZenTrades is an application that has built-in exclusive features for Fire Life & Safety, Electrical, Plumbing, and HVAC Field Service Businesses. This application consists of four different modular configurations for all the above-field service industries.

ZenTrades is the first hyper-vertical-focused application in the field service business. Provide better customer service by handing ZenTrade to your field techs.

With ZenTrades your techs will know past customer job history, maintain year-long service agreements, find upsell opportunities, take picture notes, and much more.

Most importantly, we are price friendly and will not burn a hole in your pocket.

Our iOS App will work on any Apple iPhone & iPad device. Some of its features:

One Tab Job Details View past customer job history View internal notes Add job notes both internal and external Click pictures and annotate them View attached service agreements Easy Clock in & Out View past rejected proposals Customer Location Routing Work without internet

Billing - Estimates & Invoices Create easy estimates on the field View Picture based price book Add markups, discounts, trip charges SMS, Email Estimates & Invoices Customer e-signature supported

Collect Payment Accept cash, check, or credit & debit card Receive payment on the field SMS or email payment link to customer Provide Customer Financing Options to your customers

Inspection Forms & Deficiency Management Create custom compliance checklists & forms Create & share inspection report Reduce job error rate with checklists Manage and convert deficiencies into jobs

Barcode/QR code scanning Get details of each piece of equipment immediately Match the serial number for all the equipment Save the records on file, along with the inspection history of each piece of equipment Keep a track of the serial numbers of each piece of equipment Automatically enter details such as expiration/manufacturing dates, the module no. etc. Enable your inspectors to save at least 20% time on each inspection

SMS & Emails Auto-trigger “On My Way” Messages & email Send technician information to customers Request Customer Reviews Send estimates & invoices Auto remind pending invoices

Checklist & Forms Create custom checklists & forms Train your techs with checklists and forms Reduce job error rate with checklists Create reports out of the form