ZenTrades 2.35

ZenTrades is a versatile application designed for businesses in Fire Life & Safety, Electrical Field Service, Plumbing Field Service, and HVAC Field Service industries. It aims to enhance operational efficiency, streamline processes, and optimize time management for both office staff and field technicians.

Featuring tailored functionalities for Fire Life & Safety, Electrical, Plumbing, and HVAC Field Service businesses, ZenTrades offers four distinct modular configurations catering to specific industry needs.

Positioned as the first hyper-vertical-focused solution in field service business management, ZenTrades empowers businesses to elevate customer service standards through its comprehensive features accessible to field technicians.

Key capabilities of ZenTrades include access to customer job histories, management of long-term service agreements, identification of upselling opportunities, capturing visual notes, and more.

Furthermore, the application prides itself on being cost-effective without compromising quality.

• Efficient iOS App compatible with Apple iPhones & iPads
• Features include:
  • One-tab Job Details
  • View past customer job history
  • Access internal notes
  • Add internal and external job notes
  • Capture pictures with annotations
  • Review attached service agreements
  • Seamless Clock In & Out process

• Billing - Estimates & Invoices
  • Create estimates on-site
  • Utilize Picture-based price book
  • Include markups, discounts, trip charges
  • Send estimates & invoices via SMS or Email
  • Support for Customer e-signatures

• Payment Processing
  • Accept cash, check, credit & debit card payments
  • Enable on-site payment collection
  • Send payment links via SMS or email
  • Offer Customer Financing Options

• Inspection Forms & Deficiency Management
  • Create custom compliance checklists & forms
  • Generate and share inspection reports
  • Minimize errors with structured checklists
  • Convert deficiencies into actionable tasks

• Checklists & Forms Create tailored checklists & forms Train technicians effectively using predefined templates Reduce errors by following structured checklists Generate reports from completed forms