TrustRadius: an HG Insights company

What is Smart-Toolbox?

Smart-Toolbox is a powerful job management system designed specifically for glass shops to efficiently run their businesses. This comprehensive solution caters to the needs of glaziers, glass installers, glass processors, glass shop owners, and glass product manufacturers. With its wide range of features, Smart-Toolbox is suitable for glass shops of various sizes, from small businesses to larger enterprises.

Quoting: Create accurate and impressive quotes for various glass and glazing jobs in minutes. Send fully interactive 3D quotes to customers for quick response and engagement.

Online Payments: Integrate with Stripe® to enable online payments directly from quotes. Customers can accept quotes online 24/7 and choose to pay immediately or at a later time, streamlining the payment collection process.

Scheduling: Organize staff and streamline operations with an easy-to-use scheduling feature. View the schedule, communicate changes with installers and customers, and efficiently assign team members to jobs.

Job Diary: Keep all project attachments in one place with the job diary feature. Upload site photos, pin important notes, and seamlessly sync files with cloud storage services like Google Drive, Dropbox, or OneDrive.

Job Statuses: Track the progress of projects with automatic job statuses. Easily see the status of each job and what needs to be done next, eliminating the risk of lost or misfiled paper documents.

Ordering: Eliminate manual entry and ensure accuracy with integrated ordering functionality. Send orders directly from Smart-Toolbox, saving time and reducing errors. Track costs, reworks, and margins for better visibility into the ordering process.

Invoicing & Accounting: Streamline customer account management and invoicing. Generate invoices with a click of a button, produce monthly customer statements, and access aging reports, account credit limits, and customizable payment terms.

Reporting: Gain insight into business performance with advanced reporting tools. Analyze daily operations, margin analysis, and productivity. Customize the dashboard for different roles within the business to keep staff focused on relevant information.

Categories & Use Cases