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