
For crews who are on the job
Run the whole job from one shop.
Leads, quotes, the schedule, the crew, the invoice, and the text that should have gone out an hour ago. One place. No pile of apps. No week of training before you can see if it fits.
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Pipeline
This weekNew
Estimate sent
Scheduled
Text · before the job
Hi Maria — we’re on for Thursday 9am at 14 Oak. Reply if that still works.
The board
Every lead has a place
New call, estimate out, on the calendar, done, or lost. You can see the week without scrolling a text thread.
The paperwork
Quotes and invoices that move
Send a quote they can approve on their phone. Send an invoice they can pay from a link. You stop rebuilding the same numbers in a notes app.
The crew
Office and truck, same job
You run the board. They open today’s job on their phone — address, notes, photos, check-in. Nobody needs a laptop in the cab.
The work
The notebook, the group text, and the “I’ll invoice you later.”
Most of the shop already happens. It just happens in five different places, and one of them is your head. This is the same work, written down where the crew can see it.
A pipeline, not a pile
Leads move across the board: new, contacted, estimate sent, scheduled, completed. Drag them. Open the customer. Know how long they’ve been sitting there.
Quotes they can actually open
Build the estimate from your price book. The customer gets a link — no account, no app. They approve or pass, and you see it.
The week, on one calendar
Put the job on the schedule with a time, an address, and who’s going. The morning question stops being “who’s on Maple?”
Invoices that ask to be paid
Turn the finished job into an invoice and send a payment link. Draft, sent, paid, overdue — the status is on the record, not in your memory.
Texts that follow the job
A two-way inbox for the customer, plus automatic texts when a job is scheduled, before it starts, and when it’s done. You write the message once.
A field view for the people doing the work
Techs get the job, not the whole office. Photos, check-ins, and time live on the same record you see back at the shop.
Quotes
A price they can say yes to from the driveway.
You already know the number. The slow part is getting it in front of them while you’re still the one they called. Write the lines, send the link, and go to the next job.
- Line items from the prices you already charge
- They approve on their phone — no login
- A yes turns into a job you can put on the calendar
Quote
Cole residence · AC swap
- 3-ton heat pump$4,800
- Line set and pad$640
- Haul-away$180
Inbox · Maria Park
Texts
On the roof is a bad time to remember the follow-up.
Everyone misses a call. The shops that look put-together are the ones that still answer. Set the messages for when a job is booked, before you roll up, and when you’re done. The rest of the conversation stays in the inbox.
- Automatic texts on schedule, before start, and when the job’s finished
- A real thread — they reply, you reply
- The customer stays attached to the job, not a random phone log
How it runs
Three steps. Then you’re dispatching, not configuring.
01
Open the shop
Name the business, set your prices, and you’re looking at an empty board — not a six-week setup.
02
Bring the crew
Invite the people who show up. They get the field view. You keep the quotes, the money, and the settings.
03
Run the week
A lead hits the board. The quote goes out. The job lands on the calendar. The invoice goes out when the work is done.
Trades
Same board. Your kind of work.
A plumbing call and a paint job are different jobs. The path is the same: someone calls, you price it, you show up, you get paid. SmartContractor is that path — not a template with your logo pasted on.
- Plumbing
- HVAC
- Electrical
- Landscaping
- Painting
- Handyman
- Roofing
- Pest control
- Cleaning
- Remodeling
Plain deal
No runaround.
You open an account and you see the shop. Invite the crew when you’re ready. Customers never need a login to read a quote or pay an invoice. If it isn’t useful on a Tuesday, it isn’t useful.
You own the customer list
Names, numbers, and job history stay on your shop. They don’t vanish into a salesperson’s notebook.
The crew gets a phone, not a manual
Today’s jobs, photos, check-ins, and time. That’s the field view.
Google only if you want it
Connect Business Profile and check-ins can post. Leave it off and nothing leaves the job.
Questions
Straight answers.
What is SmartContractor, exactly?
It’s the day-to-day system for a home-service shop: customers and leads, quotes, the schedule, invoices, texts, and a phone view for the crew. One record per job, from the first call to getting paid.
Do I need to be good with computers?
No. If you can text a customer and write a price on a notepad, you can run this. The board is a set of columns. The quote is a list of lines. The calendar is the week.
Does my crew see the money?
They see the job you send them — where it is, what to do, photos, and check-in. Quotes, invoices, and shop settings stay with the people who run the business.
How does a customer approve a quote?
You send a link. They open it on their phone, read the work and the total, and approve or decline. They don’t create an account.
How do I get paid?
You send an invoice with a payment link. When they pay, the invoice is marked paid. You can still see what’s draft, sent, or overdue.
What texts go out on their own?
You set the messages. They can send when a job is scheduled, before it starts, and when it’s finished. Anything else stays in the inbox, where you and the customer can text back and forth.
Will this post to my Google Business profile?
If you connect it, job-site check-ins can publish there. If you don’t, check-ins still save on the job. Nothing posts until you hook it up.
Ready to run the shop from one screen?
Open the board, send a quote, put a job on the calendar. That’s the product. The rest is you doing the work.