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SmartTrade has implemented the Ezidedit direct debit payment system for customers making monthly payments. Ezidebit offers a secure and simple direct debit payment method for payments by deduction from bank accounts or credit cards.

If you wish to take advantage of the EziDebit system, please contact Sheree on: [email protected].

In previous newsletters we recommended that SmartTrade customers using MYOB AccountRight version 19 (or earlier versions) should not upgrade to AccountRight versions 2011 or 2012 due to the lack of an interface with SmartTrade.

MYOB has released a stable API for their desktop version 2015 and their hosted MYOB AccountRight Live versions.

SmartTrade has written the accounting interface for AccountRight 2015.4 the current MYOB desktop version.

The new interface will work with the MYOB AccountRight 2015 and AccountRight Live Premier, Plus and Standard edition. It will not work with their Essentials version.
Given MYOB will not be releasing an API for AccountRight versions 2011 and 2012 any SmartTrade users who have upgraded to AccountRight version 2011 or 2012 will need to upgrade to the latest AccountRight 2015 or Live version.
 
Please contact our support team if you have any questions.

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ss The latest SmartTrade software release is out - What's new?
 
The big news is you can now create invoice on SmartTrade Mobile. Find out more!
 
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Self-Audit Checklist. SmartForms, Go Paperless.
   
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If you think you could be using SmartTrade more effectively but aren't sure how please read on! SmartForms the easy and efficient way for your technicians to fill out forms in the field.
   
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Talk to Type. Smart Safe Backup. Laugh A Lot.
     
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SmartTrade Mobile works with your phone's voice recognition function. This can make data entry easy saving you precious time. Ransomware is a growing threat, we've had several customers hit recently! If you haven't got a good backup think about SmartSafe! Charlie Chaplin once said."A day without laughter is a day wasted". Don't let today get away on you without having at least one good laugh.
     
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These days many people talk about the “Cloud” as if it is the only answer. Online apps are a great solution for many users, the fact that online software uptake is growing strongly is demonstrated by the chart below showing that in 2016 for the first time internet usage on mobile and tablets exceeded desktop internet use for the first time, a proxy for whose using what platform, while PC sales are falling.

In reality the “Cloud” is really just where somebody else’s server hosts the software which you link to via the internet. Traditionally, software was hosted on the user’s own computer system, otherwise known as “Desktop” software. Desktop software can also be hosted in the cloud which creates the hybrid platform.

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In this article, we compare the two core platforms which are:

  • Online – operate online in the office and field.
  • Desktop – office use only.

As discussed above there's also the Hybrid platform - desktop in the office, online in the field, which combines advantages of both Online and Desktop, some pundits are of the opinion that hybrid will eventually emerge as the dominant platform.

Comparison of the Online and Desktop.

Feature Online Desktop
Internet Connectivity Typically requires a fast internet connection and good bandwidth, connectivity can be an issue in more remote areas. It is always a good idea to have your internet speed checked before going down the online path. The application itself doesn’t require a full time internet connection although it may have web links. Internet speed is typically not so critical for intermittent web use by the application or for other web services the business may use.
Processing power Limited by the online software, internet connection and bandwidth. Limited only by the hardware specification, capable of higher processing power.
Reliability Dependent on internet service level reliability which is usually high, loss of service will put the user out of action unless the software has off-line capability. This can be mission critical for some users! Independent on an internet connection so typically service level is extremely high. That’s not to say system crashes won’t happen, but it’s in the user’s hands, not the telcos!
Portability Can be used wherever there is an adequate internet service, either by connecting to the internet or via a mobile phone service. Can be accessed remotely through a Remote Desktop Protocol (RDP) service, will be some loss of performance as it has to work through the internet. Alternatively, many desktop software providers offer a cloud based hosting service making the desktop software available through any adequate internet service. The hosting cost will be additional to the cost of the software itself but saves the user costs because they no longer need to manage the IT side of operating the application.
Installation Users can onboard simple apps themselves, more complex software typically requires some online IT input from the software provider. Out-of-the box software requires installation by the user or their IT consultant. Packaged software sold online typically requires some online IT input from the software provider, usually undertaken online with minimal user involvement.
Hardware Hardware specification is typically not a critical issue as processing is done in the cloud. Hardware specification is determined by processing requirements, many applications will operate on entry level hardware, more sophisticated software using a lot of process power will necessitate a higher hardware specification.
Maintenance The software provider manages the software and database in the cloud meaning a lower IT requirement. However, it will be impossible for all but the smallest users to escape needing some IT support to setup and manage their computer systems. The user must install and maintain its computer system resulting in a higher IT resource to setup and manage their computer systems than for an online system.
Security The user is totally dependent on the software provider’s security system, the user will have no control if it is compromised. However, the software provider will usually host the software and data with a reputable data centre service whose security will be very robust. Many businesses prefer keeping control of their data rather than letting it reside with a 3rd party, this comes with a responsibility to run current anti-virus and backup software.
Features Online applications typically have fewer features than desktop applications, but make better use of native features in modern smart devices. Desktop applications typically have more features than online applications. Importantly they have the ability to use “alt-tab” and “right-click” which are amongst the most ubiquitous commands in use.
Cost The software tends to be cheaper with fewer features than desktop. Online software will incur internet data use charges. Tends to be more expensive but offer more features than online software.
No internet data use charges.
Customisation While the software will have some built-in capability for customisation given the software is shared on a global basis typically there is no further ability for customisation to any bespoke level. Because the software is hosted individually in the user’s environment there is potential for customisation to a bespoke level. However, the software provider may be loath to do customisation and then have to maintain multiple variants of the software.
3rd party software integration Depends on the software provider developing API interfaces, connection speed may be slow. Depends on the software provider developing API interfaces, connection speed will generally be fast as the software sits on the same system.
Software support Typically, online or by email services meaning response times can be slow. Usually a pay-for-use service. Typically operate a help-desk, plus online or email services. Response times usually faster than online. Usually a pay-for-use service.
Software updates Software updates can be rapidly deployed, typically more regularly than with desktop meaning the users gets the benefit of new features earlier than with desktop.
If the online app is browser based the user will get the update as soon as it is released, if the online app is a native app it will need to be downloaded.
Software updates are usually scheduled at regular intervals, day 3, 6 or 12 monthly,. Accordingly, new features typically take longer to get to the user than with online apps. Updates require the software provider to log into the user’s system although this is now usually done seamlessly over the internet.

Conclusion

  • Native Apps – the software is developed in a native programming language for a given mobile platform (e.g. iOS, Android, Windows Mobile, Blackberry) and downloaded to the device. The biggest advantages of native apps are:

- You can take the app with making usable offline;

- They can more directly use the operating system’s native features.

On the negative side:

- Every mobile platform uses a different native programming language (iOS uses Objective-C or Swift, Android used Java, Windows Mobile uses C#). If the software works with multiple platforms the software developer needs to update their software for each platform every time they release a new version of their app;

- Updates must be downloaded;

- They’re designed for mobile platforms, not for desktop platforms.

  • Web Apps – the software operates in the web browser (e.g. Chrome, Internet Explorer, FireFox, Opera etc) with the software hosted in the cloud. The biggest advantage of web apps are:

- Typically web apps are written using a single development platform (Javascript, HTML and CSS) meaning there’s no plethora of native languages to deal with to make the software work on all popular mobile device platforms;

- Updates are immediately available to the user, you don’t need to download them from an app store;

- They load in the browser so don’t take up memory or storage on the device;

- Because they work through web browsers they work well on desktop devices;

- It’s easier to send messages to users through the app itself;

- Because they’re written in HTML5 they will work better with other web based technologies such as virtual or augment reality (VR, AR) and IOS.

On the negative side:

- Performance typically won’t be as sharp as with native apps;

- They typically can’t access all of the smart device’s features, although this is becoming less of a problem as new features are added to web browsers;

- The web app will usually be optimised for one or two browsers so may not perform as well for others.

Posted by on in News and Announcements

What are the SmartForm benefits?

SmartFormsare an incredibly powerful feature on SmartTrade Mobile, our mobile app, they have become perhaps the most popular of all the SmartTrade features! We have developed more than 500 different SmartForms for our customers since we released the current version of SmartForms in early 2013.

The major benefits SmartForms deliver are:

We can provide you with SmartForms for almost any purpose, no longer do your field techs need to fill out
paper forms!
Eliminates paper, printing formbooks and mailing costs!
No more printing out test sheets and forms, copying and then posting forms to customers, filing paper
copies in cabinets and storage boxes,or time-consuming hunts for old records!
No losing forms, no deciphering illegible hand writing, more accurate validation! You can even use voice
recognition to populate data;
Much better collaboration between the office, field and customers!
SmartForms means improved customer service, your business will look more professional!

Other benefits include:

Streamline filling out and managing forms, test-sheets and checklists;
SmartForms integrate with Asset Management on SmartTrade Ultimate, asset details is automatically
populated from the office to the SmartForm (see below Image 1);
Data, including GIS locations and photos (see below Image 2), can be entered in the field using
SmartForms and then uploaded to the forms cloud database.
If the technician loses internet connectivity, for example while working in a basement, the tech can continue
working off-line and then upload the data once re-connected;
You can view the completed forms in SmartTrade Essential or Ultimate, print off a PDF copy of the form
result (see below Image 3);
If you have a least one SmartTrade Ultimate licence you can:
  • Give your customers privileges to view their form results via the SmartGate internet portal (see Image 4);
  • Create work orders from the SmartForm that are received back in the office (see Image 5).
Forms results can be emailed from the site to the customer, no making the customer wait;
Better enforcement of health and safety protocols. JSA, SWMS type SmartForms can be made mandatory,
the field tech has to sign the safety form off before starting the job (see below Image 6);
Advanced reports can be written to import SmartForm data for reporting results to customers (see below
Image 7). This works well for sites with multiple assets so you can send the client a summary report rather
than bombard them with a whole lot of forms. This feature requires the SmartForms to be designed to enable
content to be accessed in SmartTrade Essential or Ultimate;
SmartForms make longer forms practical;
You can edit the form results back in the office, this is privilege controlled;
SmartForms can include computations (see below Image 8);
Technician and/or customer signoff can be made mandatory (see below Image 9).
Change the job status (see below Image 9).
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Image 8 Image 9

How do I use SmartForms?

SmartForms for our desktop hybrid product operate on our SmartTrade Mobile app, the online companion product to our desktop office based software SmartTrade Essential and Ultimate solutions (SmartTrade Essential and Ultimate can also be hosted in the cloud). You can open up SmartTrade Mobile on a PC should you wish to fill out forms in the office.

SmartForms for our new SBO cloud app work directly.

What types of SmartForms are possible?

We are often surprised by the wide variety of requests we get for SmartForms. The most popular SmartForms we have developed include:

Certificates of compliance;
Test sheets;
Timesheets;
Job Safety Assessments, Site Safety Method Statements etc;
HVAC compliance forms;
Occupational Health and Safety checklists.

What do SmartForms Cost?

SmartForms are available either as standard library forms (at a one-off cost of plus tax each), or can be customised to your needs (we will quote you for this).

We recently introduced a suite of free standard SmartForms designed for electricians and plumbers, the suite also includes a customer satisfaction survey form.

How can I try out SmartForms?

Existing SmartTrade Mobile users

It’s easy to try out SmartForms if you already have SmartTrade Mobile, there is a suite of sample SmartForms on SmartTrade Mobile you can play with at your leisure. If you need some help our support team is a phone call away.

Non SmartTrade Mobile users

We can set you up with a free SmartTrade Mobile trial so you can try out SmartForms. Again, if you need some help our support team is a phone call away.

What features are available with SmartTrade Essential and Ultimate?

SmartTrade Essential

SmartTrade Essential allows users to attach SmartForms to jobs which are dispatched to SmartTrade Mobile users in the field to complete the form; the field tech can email a PDF copy of the form results to the customer from the site, or the results can be emailed to the customer from the office; form results can be amended in the office (subject to privileges); the office can generate summary reports to send to the customer.

SmartTrade Ultimate

SmartTrade Ultimate allows Mobile users to do everything SmartTrade Essential users can do. Ultimate also includes Asset and Work Order management, SmartForms can be attached to assets (the key asset information is automatically populated in the SmartForm); the asset is then attached to the job which is dispatched to SmartTrade Mobile users in the field to complete the form; the field tech can generate work order requests from the SmartForm. Customers can be set up to see SmartForm results in the SmartGate portal.

Can I develop my own SmartForms?

The answer is no. The reason is SmartForms are integrated into SmartTrade’s job management solution allowing forms to be attached to jobs and dispatched to SmartTrade Mobile, information is populated from the office to the SmartForm, summary information and work order requests can be brought back to the office for reporting purposes. This means every SmartForm involves software development work.

There are many other e-form solutions available, some of which are free, but none of which will integrate with SmartTrade.

Can I delete SmartForms once they have been created?

The answer is no, once the SmartForm is created it stays in the system so there is an inviolate copy. You have the ability to make a SmartForm inactive if you wish to stop using it or change to another SmartForm.

What do our customers think about SmartForms?

This is what Bryce Donaldson, Argus Fire Protection’s service manager, had to say about our SmartForms:

“Using SmartForms to automate compliance testing has had a huge impact on our accuracy, productivity and customer response times ...now we are doing things electronically, our customers can get detailed, accurate and fast information while we are on site as opposed to waiting for it in the post ... SmartForms is a cost saving for Argus Fire and it is a cost saving for our clients.”