iTrade

What is iTrade?

iTrade is a comprehensive, cloud-based job management software engineered specifically for tradespeople and field service businesses. Developed by experienced professionals from the trade industry, the platform is designed to be intuitive and easy to use, even for those who are not tech-savvy. It serves as a centralized hub to streamline daily operations, from initial customer contact to final invoicing.

The software integrates essential business functions into a single, accessible system. Key functionalities include job scheduling, quoting, dispatching, invoicing, timesheet management, and real-time job tracking. With mobile access for field workers and seamless integrations with popular accounting tools like Xero and QuickBooks, iTrade aims to reduce administrative overhead, eliminate paperwork, and enhance overall operational efficiency for growing businesses.

Why Choose iTrade?

• 12-Month Money-Back Guarantee: iTrade offers an unparalleled satisfaction guarantee. If you use the software for 12 months and are not convinced it's the easiest job management tool you've ever used, they promise a full refund with no complications.
• User-Driven Development: The platform's evolution is heavily influenced by feedback from its users. iTrade actively listens to its customer base to implement innovative concepts and improvements, ensuring the software remains relevant and powerful.
• Ease of Use: A primary focus of iTrade is simplicity. The interface is designed for clarity and quick adoption, allowing teams to get up and running with minimal training.
• Unrivalled Customer Support: New users gain access to a free demo account and can rely on a dedicated customer service team for assistance, ensuring a smooth onboarding process.
• Streamlined Operations: By automating tasks like timesheets, optimizing travel routes with GPS, and speeding up the invoicing process, iTrade helps businesses save significant time and money.

Advanced Features of iTrade

• GPS Plotting & Route Tracking: Visualize all jobs on a live map to optimize scheduling and save on travel time. The Enterprise plan includes advanced GPS route tracking for field workers.
• Drag & Drop Scheduling: An intuitive calendar interface allows office staff to easily book, schedule, and reassign jobs with a simple drag-and-drop action.
• Automated Customer Notifications: Keep clients informed with automated booking confirmation texts and emails, reducing no-shows and improving customer service.
• Online Quote Acceptance: Send professional, branded quotes that customers can review and accept online. The system even notifies you when a customer opens the quote, enabling timely follow-ups.
• Comprehensive Health & Safety: Implement compulsory health and safety forms that workers must complete before closing out a job, ensuring compliance and safety protocols are met.
• Accounting Integration: Seamlessly connect iTrade with Xero, QuickBooks Online, and MYOB to sync data and simplify financial management.
• Mobile App Functionality: Field workers can manage jobs, create quotes, capture customer signatures, and attach photos or documents directly from their mobile devices.

Key Capabilities of iTrade

1. Job & Project Management: Create jobs from templates, attach unlimited photos and files, use custom checklists, and manage recurring jobs automatically. The system provides full visibility into every project's status.
2. Scheduling & Dispatch: Utilize daily, weekly, or custom calendar views to manage your team. Group field workers by teams, set working hours, and integrate with Google Calendar for a unified view of all appointments.
3. Estimating & Quoting: Generate professional quotes with multiple layout options. Set minimum margins, offer optional extras, and convert accepted quotes into jobs with a single click.
4. Customer & Invoice Management: Maintain an unlimited database of customers and their sites. Set custom pricing tiers, labor rates, and discounts per customer. Generate and send invoices directly from the platform to get paid faster.

How to Use iTrade?

1. Start a Free Trial: Sign up for the 30-day free trial, which requires no credit card. This allows you to explore the full feature set risk-free.
2. Account Setup & Integration: Configure your company settings and user profiles. You can easily import existing customer and item databases by integrating with your accounting software like Xero or QuickBooks.
3. Schedule & Dispatch Jobs: Use the drag-and-drop calendar to schedule new jobs and assign them to your field workers. Team members receive job details and notifications directly on their mobile app.
4. Manage Work in the Field: Field staff can view job details, complete checklists, attach photos, track time, and capture customer signatures on-site.
5. Quote & Invoice: Create and send quotes directly from the office or the field. Once a job is complete, generate an invoice and send it to the customer for prompt payment.

iTrade Price

iTrade software price starts at INR 29 per month at Techjockey. The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product expert and learn more about the pricing and offers.