# SMG Tools

> Job costing, proposals, scheduling, invoicing and payments for contractors and field service
> businesses. One system from the first inquiry to what the job actually made.

This file lists the help pages and the task sections inside them. Every section has a stable
anchor, so a link to one is a link to the paragraph that answers the question rather than to the
top of a page.

Each page is written from the product's own feature record and describes only what has shipped.
The plan named beside a page is which plan that feature needs; reading the page is free.

Generated 2026-09-21 from 68 help page(s).

## Getting started

Setting the business up, choosing a plan, and deciding which parts of the product you want.

### [Automations](https://smgtools.com/help/automations)

Set a standing instruction once — chase the quote, ask for the review, nudge the invoice — and it happens every time without anybody remembering.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: automations, jobs, proposals, invoices, appointments, clients, sms
- Last checked: 2026-09-21

- [Understand the shape](https://smgtools.com/help/automations#understand-the-shape)
- [Turn one on](https://smgtools.com/help/automations#turn-one-on)
- [What they are good for](https://smgtools.com/help/automations#what-they-are-good-for)
- [Turn one off](https://smgtools.com/help/automations#turn-one-off)
- [What it costs](https://smgtools.com/help/automations#what-it-costs)

### [For you](https://smgtools.com/help/for-you)

One queue of everything addressed to you across every job — mentions, client replies and what is waiting on a decision.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: jobs, work-notes, clients, sms, email, client-hub, team
- Last checked: 2026-09-21

- [Understand what a note is here](https://smgtools.com/help/for-you#understand-what-a-note-is-here)
- [Open your queue](https://smgtools.com/help/for-you#open-your-queue)
- [Clear it](https://smgtools.com/help/for-you#clear-it)
- [Why not an inbox](https://smgtools.com/help/for-you#why-not-an-inbox)

### [Setting up and hiding what you do not use](https://smgtools.com/help/workspace-setup)

Answer a few questions about your business and the product turns off the parts you will never open — reversible at any time.

- Plan: Every plan
- Modules: organization, dashboard, navigation
- Last checked: 2026-09-21

- [Answer the setup wizard](https://smgtools.com/help/workspace-setup#answer-the-setup-wizard)
- [Understand what the wizard actually is](https://smgtools.com/help/workspace-setup#understand-what-the-wizard-actually-is)
- [Turn parts of the product on and off](https://smgtools.com/help/workspace-setup#turn-parts-of-the-product-on-and-off)
- [Change your mind at any time](https://smgtools.com/help/workspace-setup#change-your-mind-at-any-time)
- [What to do first](https://smgtools.com/help/workspace-setup#what-to-do-first)

### [The dashboard](https://smgtools.com/help/dashboard)

The page you land on after signing in — whether you are getting paid, what needs you today, and how the year compares to last.

- Plan: Every plan
- Last checked: 2026-09-21

- [Read the numbers literally](https://smgtools.com/help/dashboard#read-the-numbers-literally)
- [Get set up](https://smgtools.com/help/dashboard#get-set-up)
- [Trim it to what you use](https://smgtools.com/help/dashboard#trim-it-to-what-you-use)
- [Jump to what needs you](https://smgtools.com/help/dashboard#jump-to-what-needs-you)

### [Your business details](https://smgtools.com/help/organization)

The name, logo and contact details that appear on everything your clients see, plus the settings the rest of the product reads.

- Plan: Every plan
- Last checked: 2026-09-21

- [Fill in your profile](https://smgtools.com/help/organization#fill-in-your-profile)
- [Know what an organization is](https://smgtools.com/help/organization#know-what-an-organization-is)
- [Where the rest of the settings live](https://smgtools.com/help/organization#where-the-rest-of-the-settings-live)

## Clients and properties

The people you work for, where their equipment is, and what they can see for themselves.

### [Clients](https://smgtools.com/help/client-management)

Keep every client in one place, with their equipment, their agreements, everything you have said to them, and what their work has been worth.

- Plan: Every plan
- Last checked: 2026-09-21

- [Add a client](https://smgtools.com/help/client-management#add-a-client)
- [Find a client](https://smgtools.com/help/client-management#find-a-client)
- [Keep a client’s details up to date](https://smgtools.com/help/client-management#keep-a-clients-details-up-to-date)
- [See what a client is worth](https://smgtools.com/help/client-management#see-what-a-client-is-worth)
- [Look back at everything you have said](https://smgtools.com/help/client-management#look-back-at-everything-you-have-said)
- [Track the equipment at their property](https://smgtools.com/help/client-management#track-the-equipment-at-their-property)
- [Bring your clients in from somewhere else](https://smgtools.com/help/client-management#bring-your-clients-in-from-somewhere-else)
- [Archive a client you no longer work for](https://smgtools.com/help/client-management#archive-a-client-you-no-longer-work-for)

### [Everything you have said to a client](https://smgtools.com/help/client-communication-history)

One thread per client — every text, email, note, reply, document and call — so "what have we told this person" takes one click.

- Plan: Every plan
- Modules: clients, jobs, invoices, proposals, service-agreements, sms, call-agent, automations
- Last checked: 2026-09-21

- [Open the thread](https://smgtools.com/help/client-communication-history#open-the-thread)
- [Read what actually happened](https://smgtools.com/help/client-communication-history#read-what-actually-happened)
- [Answer the question in one click](https://smgtools.com/help/client-communication-history#answer-the-question-in-one-click)
- [Where else it appears](https://smgtools.com/help/client-communication-history#where-else-it-appears)

### [Getting in, where they came from, and their PO number](https://smgtools.com/help/client-job-facts)

The three things people put in custom fields, built properly — site access, lead source, and the customer's own reference on the invoice.

- Plan: Every plan
- Modules: clients, jobs, invoices, my-day, leads, import-export, webhooks
- Last checked: 2026-09-21

- [Record how to get in](https://smgtools.com/help/client-job-facts#record-how-to-get-in)
- [Record where the customer came from](https://smgtools.com/help/client-job-facts#record-where-the-customer-came-from)
- [Record the customer’s own reference](https://smgtools.com/help/client-job-facts#record-the-customers-own-reference)
- [Why these three and not a field builder](https://smgtools.com/help/client-job-facts#why-these-three-and-not-a-field-builder)

### [Text messages and consent](https://smgtools.com/help/sms-notifications)

Text your clients reminders and prompts they actually read, with the consent record and opt-out handling the law requires.

- Plan: Professional
- Modules: appointments, referrals, clients, organization, jobs
- Last checked: 2026-09-21

- [Understand what the law requires](https://smgtools.com/help/sms-notifications#understand-what-the-law-requires)
- [Get consent, in two kinds](https://smgtools.com/help/sms-notifications#get-consent-in-two-kinds)
- [Honor STOP and HELP](https://smgtools.com/help/sms-notifications#honor-stop-and-help)
- [What gets texted](https://smgtools.com/help/sms-notifications#what-gets-texted)
- [What it costs](https://smgtools.com/help/sms-notifications#what-it-costs)

### [Units at a client's property](https://smgtools.com/help/client-equipment)

Keep a record of the equipment you service at each property — what it is, when it went in, and everything you have done to it.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: client-equipment, clients, jobs, appointments, compliance, service-agreements, proposals, client-hub, my-day, automations, data-rights
- Last checked: 2026-09-21

- [Add a unit to a client](https://smgtools.com/help/client-equipment#add-a-unit-to-a-client)
- [Arrive knowing what is there](https://smgtools.com/help/client-equipment#arrive-knowing-what-is-there)
- [Build the history without extra work](https://smgtools.com/help/client-equipment#build-the-history-without-extra-work)
- [Find the work that is due](https://smgtools.com/help/client-equipment#find-the-work-that-is-due)
- [Bring your units in from somewhere else](https://smgtools.com/help/client-equipment#bring-your-units-in-from-somewhere-else)

### [What your client sees about your people and their job](https://smgtools.com/help/client-visibility)

Publish a worker's name, face and role so a customer knows who is knocking, and share the photos and notes that show what you found.

- Plan: Every plan
- Modules: workers, jobs, work-notes, job-media, public-page
- Last checked: 2026-09-21

- [Tell your client who is coming](https://smgtools.com/help/client-visibility#tell-your-client-who-is-coming)
- [Show your client what you found](https://smgtools.com/help/client-visibility#show-your-client-what-you-found)
- [Where the line sits](https://smgtools.com/help/client-visibility#where-the-line-sits)

### [When a client replies](https://smgtools.com/help/client-reply-trigger)

A client's text or hub reply lands on their job as a note and reaches a person, rather than waiting in a queue nobody opened.

- Plan: Every plan
- Modules: automations, work-notes, jobs
- Last checked: 2026-09-21

- [A reply to something you sent](https://smgtools.com/help/client-reply-trigger#a-reply-to-something-you-sent)
- [A reply to nothing in particular](https://smgtools.com/help/client-reply-trigger#a-reply-to-nothing-in-particular)
- [Make sure somebody hears about it](https://smgtools.com/help/client-reply-trigger#make-sure-somebody-hears-about-it)
- [Where replies live](https://smgtools.com/help/client-reply-trigger#where-replies-live)

## Quoting and winning work

Turning an inquiry into a priced proposal, and a proposal into a signed job.

### [E-signatures and change orders](https://smgtools.com/help/e-signatures)

Get proposals and change orders signed electronically, with the identity check and audit trail that make the signature stand up.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Sign a proposal](https://smgtools.com/help/e-signatures#sign-a-proposal)
- [Prove it was really them](https://smgtools.com/help/e-signatures#prove-it-was-really-them)
- [Keep the document as it was signed](https://smgtools.com/help/e-signatures#keep-the-document-as-it-was-signed)
- [Send a change order](https://smgtools.com/help/e-signatures#send-a-change-order)
- [What this costs](https://smgtools.com/help/e-signatures#what-this-costs)

### [Proposals](https://smgtools.com/help/proposal)

Build a priced proposal in a guided wizard, send it, see when your client opens it, and have the job created for you the moment they sign.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Write a proposal](https://smgtools.com/help/proposal#write-a-proposal)
- [Understand the three prices](https://smgtools.com/help/proposal#understand-the-three-prices)
- [Let the product draft it for you](https://smgtools.com/help/proposal#let-the-product-draft-it-for-you)
- [Send it and see when it is opened](https://smgtools.com/help/proposal#send-it-and-see-when-it-is-opened)
- [Chase a proposal that has gone quiet](https://smgtools.com/help/proposal#chase-a-proposal-that-has-gone-quiet)
- [Get it signed](https://smgtools.com/help/proposal#get-it-signed)
- [Revise a proposal you have already sent](https://smgtools.com/help/proposal#revise-a-proposal-you-have-already-sent)
- [Void, delete and expire](https://smgtools.com/help/proposal#void-delete-and-expire)

### [Service agreements](https://smgtools.com/help/service-agreements)

Sell recurring work — maintenance plans, quarterly programs, seasonal schedules — and have the visits and the jobs produced for you.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: service-agreements, jobs, appointments, invoices, clients, compliance, reports
- Last checked: 2026-09-21

- [Set up an agreement](https://smgtools.com/help/service-agreements#set-up-an-agreement)
- [Let it produce the visits](https://smgtools.com/help/service-agreements#let-it-produce-the-visits)
- [See it from the client’s page](https://smgtools.com/help/service-agreements#see-it-from-the-clients-page)
- [Why it is worth doing](https://smgtools.com/help/service-agreements#why-it-is-worth-doing)

### [What your open quotes are worth](https://smgtools.com/help/proposal-forecast)

Your win rate from your own history, and what the quotes currently out are worth at that rate.

- Plan: Every plan
- Modules: proposals, pipeline, reports
- Last checked: 2026-09-21

- [Read the three figures](https://smgtools.com/help/proposal-forecast#read-the-three-figures)
- [Look at the count, not just the rate](https://smgtools.com/help/proposal-forecast#look-at-the-count-not-just-the-rate)
- [Understand what it does and does not measure](https://smgtools.com/help/proposal-forecast#understand-what-it-does-and-does-not-measure)
- [Treat Expected as a planning figure](https://smgtools.com/help/proposal-forecast#treat-expected-as-a-planning-figure)

### [Your pipeline on one board](https://smgtools.com/help/pipeline-board)

Every lead, captured call and open quote as cards in columns you drag between — one answer to what is in the pipe and what is stuck.

- Plan: Every plan
- Modules: leads, captured-requests, proposals, jobs
- Last checked: 2026-09-21

- [Read the board](https://smgtools.com/help/pipeline-board#read-the-board)
- [Move work along](https://smgtools.com/help/pipeline-board#move-work-along)
- [See what the board is worth](https://smgtools.com/help/pipeline-board#see-what-the-board-is-worth)
- [Find what is stuck](https://smgtools.com/help/pipeline-board#find-what-is-stuck)

## Scheduling and the field

Who is going where, in what order, and what the crew sees when they get there.

### [Appointments](https://smgtools.com/help/appointment)

Book site visits, estimates and client meetings, link them to a job, and have your client reminded the day before.

- Plan: Every plan
- Last checked: 2026-09-21

- [Book an appointment](https://smgtools.com/help/appointment#book-an-appointment)
- [Link it to a job and a client](https://smgtools.com/help/appointment#link-it-to-a-job-and-a-client)
- [Avoid double-booking yourself](https://smgtools.com/help/appointment#avoid-double-booking-yourself)
- [Remind your client the day before](https://smgtools.com/help/appointment#remind-your-client-the-day-before)
- [Cancel one](https://smgtools.com/help/appointment#cancel-one)

### [Assigning work and the day board](https://smgtools.com/help/work-assignment)

Put people on jobs, see the whole day as a lane per person, and move work between them without a group text.

- Plan: Every plan
- Modules: jobs, appointments, milestones, calendar, workers, service-agreements
- Last checked: 2026-09-21

- [Put somebody on a job](https://smgtools.com/help/work-assignment#put-somebody-on-a-job)
- [See the day on one board](https://smgtools.com/help/work-assignment#see-the-day-on-one-board)
- [Spot a day going wrong](https://smgtools.com/help/work-assignment#spot-a-day-going-wrong)
- [Plan the driving](https://smgtools.com/help/work-assignment#plan-the-driving)
- [What the crew sees](https://smgtools.com/help/work-assignment#what-the-crew-sees)

### [Online booking and availability](https://smgtools.com/help/availability)

Publish what you can be booked for and when, and let customers pick a real time that fits your crew, your area and your travel.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: availability, bookable-services, appointments, calendar, jobs, leads, captured-requests, client-hub, customer-tracking, contractor-directory, invoicing, for-you
- Last checked: 2026-09-21

- [Say what you can be booked for](https://smgtools.com/help/availability#say-what-you-can-be-booked-for)
- [Say when you can be booked](https://smgtools.com/help/availability#say-when-you-can-be-booked)
- [How a free slot is worked out](https://smgtools.com/help/availability#how-a-free-slot-is-worked-out)
- [Take bookings from your public page](https://smgtools.com/help/availability#take-bookings-from-your-public-page)
- [Let an existing client book, move or cancel](https://smgtools.com/help/availability#let-an-existing-client-book-move-or-cancel)
- [Recognize a returning caller](https://smgtools.com/help/availability#recognize-a-returning-caller)

### [Putting yourself on the roster](https://smgtools.com/help/owner-on-the-roster)

If you do the work yourself, you need a worker record — here is how to get one, and what stops working without it.

- Plan: Every plan
- Modules: workers, teams, onboarding
- Last checked: 2026-09-21

- [Why a worker record is needed](https://smgtools.com/help/owner-on-the-roster#why-a-worker-record-is-needed)
- [Put yourself on it](https://smgtools.com/help/owner-on-the-roster#put-yourself-on-it)
- [After you are on it](https://smgtools.com/help/owner-on-the-roster#after-you-are-on-it)

### [Route planning](https://smgtools.com/help/route-planning)

Turn a day's stops into a driven order with real arrival times, so you know when the crew reaches each door and when they are back.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: day-board, my-day, appointments, jobs, workers, maps, sms, availability, automations, customer-tracking
- Last checked: 2026-09-21

- [Build the day’s route](https://smgtools.com/help/route-planning#build-the-days-route)
- [Pin what cannot move](https://smgtools.com/help/route-planning#pin-what-cannot-move)
- [Read the arrival times](https://smgtools.com/help/route-planning#read-the-arrival-times)
- [Watch it against the real day](https://smgtools.com/help/route-planning#watch-it-against-the-real-day)
- [What the crew gets](https://smgtools.com/help/route-planning#what-the-crew-gets)
- [What it costs](https://smgtools.com/help/route-planning#what-it-costs)

### [Taking a request and booking the visit](https://smgtools.com/help/service-request-intake)

Capture a call, a text or a walk-in as a job, check the address is somewhere you actually go, and book the first visit in the same form.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Take the request](https://smgtools.com/help/service-request-intake#take-the-request)
- [Check the address is somewhere you go](https://smgtools.com/help/service-request-intake#check-the-address-is-somewhere-you-go)
- [Draw your service zones](https://smgtools.com/help/service-request-intake#draw-your-service-zones)
- [Quote it later if you need to](https://smgtools.com/help/service-request-intake#quote-it-later-if-you-need-to)

### [The calendar](https://smgtools.com/help/calendar)

One view of everything with a date on it — appointments, milestones, invoice due dates, proposal expiries and warranty follow-ups.

- Plan: Every plan
- Last checked: 2026-09-21

- [See everything with a date on it](https://smgtools.com/help/calendar#see-everything-with-a-date-on-it)
- [Understand why you cannot edit most of it](https://smgtools.com/help/calendar#understand-why-you-cannot-edit-most-of-it)
- [Find what you are looking for](https://smgtools.com/help/calendar#find-what-you-are-looking-for)
- [Get the day emailed to you](https://smgtools.com/help/calendar#get-the-day-emailed-to-you)

### [The crew's phone](https://smgtools.com/help/field-experience)

What a field member gets instead of the console — one day at a time, sized for a thumb, three taps to record what happened.

- Plan: Every plan
- Modules: jobs, appointments, time-tracking, work-notes, job-media, workers, teams
- Last checked: 2026-09-21

- [Open My Day](https://smgtools.com/help/field-experience#open-my-day)
- [Say where the work is](https://smgtools.com/help/field-experience#say-where-the-work-is)
- [Record what happened](https://smgtools.com/help/field-experience#record-what-happened)
- [See what is at the property](https://smgtools.com/help/field-experience#see-what-is-at-the-property)
- [What a field member cannot reach](https://smgtools.com/help/field-experience#what-a-field-member-cannot-reach)
- [If you are the owner and do the work](https://smgtools.com/help/field-experience#if-you-are-the-owner-and-do-the-work)

### [Who has which van today](https://smgtools.com/help/equipment-assignment)

Give out vans and machines for the day, see them on the day board beside the work, and let the crew see what they were given.

- Plan: Every plan
- Modules: equipment, workers, day-board, jobs, mileage
- Last checked: 2026-09-21

- [Catalog the gear worth tracking](https://smgtools.com/help/equipment-assignment#catalog-the-gear-worth-tracking)
- [Give it out for the day](https://smgtools.com/help/equipment-assignment#give-it-out-for-the-day)
- [Let the crew see what they have](https://smgtools.com/help/equipment-assignment#let-the-crew-see-what-they-have)
- [Tie a trip to the vehicle that drove it](https://smgtools.com/help/equipment-assignment#tie-a-trip-to-the-vehicle-that-drove-it)
- [What this is not](https://smgtools.com/help/equipment-assignment#what-this-is-not)

## Doing the work

The job itself — the steps, the readings, the photos and the record of what was done.

### [Equipment readings, service and cost](https://smgtools.com/help/equipment-enhancements)

Track hours and readings on a machine, know what it is due for, and see what it actually cost a job.

- Plan: Every plan
- Modules: equipment, mileage, expenses, jobs, costing, margin-intelligence, day-board, my-day, reports, dashboard, proposals
- Last checked: 2026-09-21

- [Record readings on a machine](https://smgtools.com/help/equipment-enhancements#record-readings-on-a-machine)
- [Know what it is due for](https://smgtools.com/help/equipment-enhancements#know-what-it-is-due-for)
- [Inspect it before it goes out](https://smgtools.com/help/equipment-enhancements#inspect-it-before-it-goes-out)
- [See what it costs a job](https://smgtools.com/help/equipment-enhancements#see-what-it-costs-a-job)
- [See what it costs you overall](https://smgtools.com/help/equipment-enhancements#see-what-it-costs-you-overall)
- [Who has it today](https://smgtools.com/help/equipment-enhancements#who-has-it-today)

### [Field service compliance](https://smgtools.com/help/compliance)

Record regulated work to a fixed shape, keep licenses current, lock finished records and export what a regulator asks for.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Turn it on](https://smgtools.com/help/compliance#turn-it-on)
- [Decide what has to be recorded](https://smgtools.com/help/compliance#decide-what-has-to-be-recorded)
- [Keep a catalog of regulated materials](https://smgtools.com/help/compliance#keep-a-catalog-of-regulated-materials)
- [Track who is licensed to do the work](https://smgtools.com/help/compliance#track-who-is-licensed-to-do-the-work)
- [Be warned before a license lapses](https://smgtools.com/help/compliance#be-warned-before-a-license-lapses)
- [Capture the work in the field](https://smgtools.com/help/compliance#capture-the-work-in-the-field)
- [Lock what is finished](https://smgtools.com/help/compliance#lock-what-is-finished)
- [Export what a regulator asks for](https://smgtools.com/help/compliance#export-what-a-regulator-asks-for)

### [Job checklists](https://smgtools.com/help/job-checklists)

Write down the steps a kind of work always needs, have the crew work them in order, and stop a job closing until the required ones are answered.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: jobs, field, job-types, files, client-hub, ai
- Last checked: 2026-09-21

- [Write a checklist for a kind of work](https://smgtools.com/help/job-checklists#write-a-checklist-for-a-kind-of-work)
- [Choose what each step asks for](https://smgtools.com/help/job-checklists#choose-what-each-step-asks-for)
- [Attach a checklist to the kinds of work that use it](https://smgtools.com/help/job-checklists#attach-a-checklist-to-the-kinds-of-work-that-use-it)
- [Work the list on a job](https://smgtools.com/help/job-checklists#work-the-list-on-a-job)
- [Take a reading from a step](https://smgtools.com/help/job-checklists#take-a-reading-from-a-step)
- [What a required step stops](https://smgtools.com/help/job-checklists#what-a-required-step-stops)
- [Finish a job anyway](https://smgtools.com/help/job-checklists#finish-a-job-anyway)
- [Send the finished list to your client](https://smgtools.com/help/job-checklists#send-the-finished-list-to-your-client)
- [Let the product draft the steps for you](https://smgtools.com/help/job-checklists#let-the-product-draft-the-steps-for-you)
- [Who can do what](https://smgtools.com/help/job-checklists#who-can-do-what)
- [What each plan includes](https://smgtools.com/help/job-checklists#what-each-plan-includes)

### [Jobs](https://smgtools.com/help/job-management)

The record every other part of the product hangs off — the work, who it is for, what was done, what it cost and what it made.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Create a job](https://smgtools.com/help/job-management#create-a-job)
- [Move a job through its stages](https://smgtools.com/help/job-management#move-a-job-through-its-stages)
- [Find the job you are looking for](https://smgtools.com/help/job-management#find-the-job-you-are-looking-for)
- [Sort jobs by the kind of work](https://smgtools.com/help/job-management#sort-jobs-by-the-kind-of-work)
- [Write down what happened on the job](https://smgtools.com/help/job-management#write-down-what-happened-on-the-job)
- [Attach photos and files](https://smgtools.com/help/job-management#attach-photos-and-files)
- [Archive a job you are finished with](https://smgtools.com/help/job-management#archive-a-job-you-are-finished-with)

### [Measurements and readings](https://smgtools.com/help/measurements)

Define what your business measures, take readings against the thing measured, and see what it read last time.

- Plan: Every plan
- Modules: jobs, job-types, client-units, equipment, field
- Last checked: 2026-09-21

- [Say what your business measures](https://smgtools.com/help/measurements#say-what-your-business-measures)
- [Take a reading](https://smgtools.com/help/measurements#take-a-reading)
- [See what it read last time](https://smgtools.com/help/measurements#see-what-it-read-last-time)
- [Understand the range and the mark](https://smgtools.com/help/measurements#understand-the-range-and-the-mark)
- [When a reading is taken again](https://smgtools.com/help/measurements#when-a-reading-is-taken-again)
- [Where readings get asked for](https://smgtools.com/help/measurements#where-readings-get-asked-for)

### [Mentioning a teammate in a note](https://smgtools.com/help/team-notes)

Type @ in a job note to reach somebody, and see who has read it.

- Plan: Crew
- Modules: jobs, work-notes, team, email, profile
- Last checked: 2026-09-21

- [Mention somebody](https://smgtools.com/help/team-notes#mention-somebody)
- [See who has read it](https://smgtools.com/help/team-notes#see-who-has-read-it)
- [Who can be mentioned](https://smgtools.com/help/team-notes#who-can-be-mentioned)
- [What a note still is](https://smgtools.com/help/team-notes#what-a-note-still-is)
- [What it costs](https://smgtools.com/help/team-notes#what-it-costs)

### [The voice assistant](https://smgtools.com/help/voice-assistant)

Say what happened instead of filling in a form — and see the filled-in form before anything is saved.

- Plan: Professional
- Modules: proposals, invoices, jobs, clients, mileage, expenses, time-tracking
- Last checked: 2026-09-21

- [How it works](https://smgtools.com/help/voice-assistant#how-it-works)
- [Nothing you say is wasted](https://smgtools.com/help/voice-assistant#nothing-you-say-is-wasted)
- [What it will and will not do](https://smgtools.com/help/voice-assistant#what-it-will-and-will-not-do)
- [What it costs](https://smgtools.com/help/voice-assistant#what-it-costs)

## Billing and getting paid

Invoices, milestones, online payment and chasing what is owed.

### [Getting set up to take payment](https://smgtools.com/help/payment-adoption)

Connect a payment account so clients can pay an invoice online, and see clearly whether you are actually set up before you send one.

- Plan: Every plan
- Modules: invoicing, payments, dashboard, onboarding
- Last checked: 2026-09-21

- [Decide whether you want online payment](https://smgtools.com/help/payment-adoption#decide-whether-you-want-online-payment)
- [Nothing here is a gate](https://smgtools.com/help/payment-adoption#nothing-here-is-a-gate)
- [Know whether you are actually set up](https://smgtools.com/help/payment-adoption#know-whether-you-are-actually-set-up)
- [What it costs](https://smgtools.com/help/payment-adoption#what-it-costs)

### [Invoices and getting paid](https://smgtools.com/help/invoice)

Bill a job, email your client a link they can pay by card, and have the payment recorded against the invoice without you touching it.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Build an invoice](https://smgtools.com/help/invoice#build-an-invoice)
- [Follow an invoice through to paid](https://smgtools.com/help/invoice#follow-an-invoice-through-to-paid)
- [Send it to your client](https://smgtools.com/help/invoice#send-it-to-your-client)
- [Take payment by card](https://smgtools.com/help/invoice#take-payment-by-card)
- [Record a payment that came in some other way](https://smgtools.com/help/invoice#record-a-payment-that-came-in-some-other-way)
- [Handle a chargeback](https://smgtools.com/help/invoice#handle-a-chargeback)
- [Send a PDF instead](https://smgtools.com/help/invoice#send-a-pdf-instead)
- [Void an invoice](https://smgtools.com/help/invoice#void-an-invoice)

### [Invoicing several jobs at once](https://smgtools.com/help/batch-invoicing)

Pick the completed jobs nobody has billed yet and make all their invoices in one go, then send them together.

- Plan: Every plan
- Modules: invoices, jobs, automations
- Last checked: 2026-09-21

- [Find the jobs nobody has billed](https://smgtools.com/help/batch-invoicing#find-the-jobs-nobody-has-billed)
- [Create the invoices](https://smgtools.com/help/batch-invoicing#create-the-invoices)
- [Send them together](https://smgtools.com/help/batch-invoicing#send-them-together)
- [What is deliberately not included](https://smgtools.com/help/batch-invoicing#what-is-deliberately-not-included)

### [Milestones](https://smgtools.com/help/milestone)

Break a job into stages with their own amounts and due dates, so you and your client both know where the work is and what is billable now.

- Plan: Every plan
- Last checked: 2026-09-21

- [Add milestones to a job](https://smgtools.com/help/milestone#add-milestones-to-a-job)
- [Track where the work is](https://smgtools.com/help/milestone#track-where-the-work-is)
- [Bill by stage rather than at the end](https://smgtools.com/help/milestone#bill-by-stage-rather-than-at-the-end)
- [Void a milestone you no longer need](https://smgtools.com/help/milestone#void-a-milestone-you-no-longer-need)

### [Tips](https://smgtools.com/help/tips)

Let customers add a tip when they pay an invoice online, kept as your income rather than folded into the job's revenue.

- Plan: Every plan
- Modules: invoices, payments, income, reports, tax-reporting
- Last checked: 2026-09-21

- [Turn the tip prompt on](https://smgtools.com/help/tips#turn-the-tip-prompt-on)
- [What your customer sees](https://smgtools.com/help/tips#what-your-customer-sees)
- [Where a tip goes](https://smgtools.com/help/tips#where-a-tip-goes)
- [What it costs you](https://smgtools.com/help/tips#what-it-costs-you)
- [Tips taken at the door](https://smgtools.com/help/tips#tips-taken-at-the-door)

## Costs and profit

What a job cost, what you kept, and which kinds of work are worth doing.

### [Approving hours and sending them to payroll](https://smgtools.com/help/timesheet-approval)

Review a pay period person by person, approve it, and export a file for your payroll provider instead of retyping a week.

- Plan: Every plan
- Modules: time-tracking, team, organization, reports, import-export
- Last checked: 2026-09-21

- [Set your pay period](https://smgtools.com/help/timesheet-approval#set-your-pay-period)
- [Review a period](https://smgtools.com/help/timesheet-approval#review-a-period)
- [Approve it](https://smgtools.com/help/timesheet-approval#approve-it)
- [Export for payroll](https://smgtools.com/help/timesheet-approval#export-for-payroll)
- [What approval does not change](https://smgtools.com/help/timesheet-approval#what-approval-does-not-change)

### [Comparing jobs against their estimates](https://smgtools.com/help/projected-vs-actual)

One report across every job — which are healthy, which are bleeding money, and how each is tracking against what it was quoted at.

- Plan: Every plan
- Last checked: 2026-09-21

- [Find it](https://smgtools.com/help/projected-vs-actual#find-it)
- [Read it across jobs](https://smgtools.com/help/projected-vs-actual#read-it-across-jobs)
- [Understand the columns](https://smgtools.com/help/projected-vs-actual#understand-the-columns)

### [Connecting a bank account](https://smgtools.com/help/bank-integration)

Pull your bank and card transactions in automatically and match them against your expenses, payments and income — with you deciding every match.

- Plan: Professional
- Last checked: 2026-09-21

- [Connect an account](https://smgtools.com/help/bank-integration#connect-an-account)
- [Sort each transaction](https://smgtools.com/help/bank-integration#sort-each-transaction)
- [Understand two rules that keep the books honest](https://smgtools.com/help/bank-integration#understand-two-rules-that-keep-the-books-honest)
- [Know what a bank transaction is and is not](https://smgtools.com/help/bank-integration#know-what-a-bank-transaction-is-and-is-not)

### [Expenses](https://smgtools.com/help/expense)

Record what you spend, against a job or against the business, and scan a receipt to fill the form in for you.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Record an expense](https://smgtools.com/help/expense#record-an-expense)
- [Decide whether it belongs to a job](https://smgtools.com/help/expense#decide-whether-it-belongs-to-a-job)
- [Scan the receipt instead of typing it](https://smgtools.com/help/expense#scan-the-receipt-instead-of-typing-it)
- [Void an expense rather than deleting it](https://smgtools.com/help/expense#void-an-expense-rather-than-deleting-it)

### [Exporting to QuickBooks](https://smgtools.com/help/accounting-export)

Three files your bookkeeper can import straight into QuickBooks Online — customers, invoices and expenses — instead of retyping a quarter.

- Plan: Every plan
- Modules: reports, invoices, expenses, income, clients
- Last checked: 2026-09-21

- [Get the three files](https://smgtools.com/help/accounting-export#get-the-three-files)
- [Import them in that order](https://smgtools.com/help/accounting-export#import-them-in-that-order)
- [Why it is files rather than a live connection](https://smgtools.com/help/accounting-export#why-it-is-files-rather-than-a-live-connection)
- [What it costs](https://smgtools.com/help/accounting-export#what-it-costs)

### [Hours against the estimate](https://smgtools.com/help/planned-vs-actual-labor)

See whether a job is taking the hours it was sold at, which jobs are bleeding hours right now, and who logs what.

- Plan: Every plan
- Modules: jobs, workers, time-tracking, reports, costing
- Last checked: 2026-09-21

- [Did this job take the hours it was sold at](https://smgtools.com/help/planned-vs-actual-labor#did-this-job-take-the-hours-it-was-sold-at)
- [Which jobs are bleeding hours right now](https://smgtools.com/help/planned-vs-actual-labor#which-jobs-are-bleeding-hours-right-now)
- [Who logged what](https://smgtools.com/help/planned-vs-actual-labor#who-logged-what)
- [Where the estimate comes from](https://smgtools.com/help/planned-vs-actual-labor#where-the-estimate-comes-from)

### [Job costing and margins](https://smgtools.com/help/costing)

Price work from real labor rates and reusable templates, then watch the estimate against what the job is actually costing while it is still running.

- Plan: Every plan
- Last checked: 2026-09-21

- [Set your labor rates](https://smgtools.com/help/costing#set-your-labor-rates)
- [Build estimates out of line items](https://smgtools.com/help/costing#build-estimates-out-of-line-items)
- [Save the work you quote over and over](https://smgtools.com/help/costing#save-the-work-you-quote-over-and-over)
- [Watch a running job against its estimate](https://smgtools.com/help/costing#watch-a-running-job-against-its-estimate)
- [Know what “revenue” means here](https://smgtools.com/help/costing#know-what-revenue-means-here)

### [Margin alerts](https://smgtools.com/help/margin-intelligence)

Get told while a job is still running that its margin is slipping, with the dollar impact, the reason, and what to do about it.

- Plan: Every plan
- Last checked: 2026-09-21

- [See the dollars first](https://smgtools.com/help/margin-intelligence#see-the-dollars-first)
- [Avoid being told about nothing](https://smgtools.com/help/margin-intelligence#avoid-being-told-about-nothing)
- [Understand what you are being compared against](https://smgtools.com/help/margin-intelligence#understand-what-you-are-being-compared-against)
- [Know what to do about it](https://smgtools.com/help/margin-intelligence#know-what-to-do-about-it)
- [Keep it out of the way until it matters](https://smgtools.com/help/margin-intelligence#keep-it-out-of-the-way-until-it-matters)
- [What it costs](https://smgtools.com/help/margin-intelligence#what-it-costs)

### [Mileage](https://smgtools.com/help/mileage-tracking)

Log business trips with the date, the purpose and the distance, against a job or against the business, and export them for tax time.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Log a trip](https://smgtools.com/help/mileage-tracking#log-a-trip)
- [Let the addresses work out the distance](https://smgtools.com/help/mileage-tracking#let-the-addresses-work-out-the-distance)
- [Choose miles or kilometers](https://smgtools.com/help/mileage-tracking#choose-miles-or-kilometers)
- [Find and review trips](https://smgtools.com/help/mileage-tracking#find-and-review-trips)
- [Export it for tax time](https://smgtools.com/help/mileage-tracking#export-it-for-tax-time)
- [Void a trip](https://smgtools.com/help/mileage-tracking#void-a-trip)

### [Target margins](https://smgtools.com/help/target-margins)

Write down once what a good margin looks like, for the business and per kind of work, so every page can tell you whether a number is good.

- Plan: Every plan
- Modules: reports, jobs, job-types, margin-intelligence, dashboard
- Last checked: 2026-09-21

- [Set the business target](https://smgtools.com/help/target-margins#set-the-business-target)
- [Override it per kind of work](https://smgtools.com/help/target-margins#override-it-per-kind-of-work)
- [Where the target then shows up](https://smgtools.com/help/target-margins#where-the-target-then-shows-up)
- [Pick a number you would actually act on](https://smgtools.com/help/target-margins#pick-a-number-you-would-actually-act-on)

### [Tax reporting](https://smgtools.com/help/tax-reporting)

A tax summary in Schedule C categories, a set-aside figure for quarterly payments, and the 1099 totals for your subcontractors.

- Plan: Every plan
- Last checked: 2026-09-21

- [Get the tax summary](https://smgtools.com/help/tax-reporting#get-the-tax-summary)
- [Put money aside for quarterly payments](https://smgtools.com/help/tax-reporting#put-money-aside-for-quarterly-payments)
- [Get 1099 totals for your subcontractors](https://smgtools.com/help/tax-reporting#get-1099-totals-for-your-subcontractors)
- [Know what is deliberately not stored](https://smgtools.com/help/tax-reporting#know-what-is-deliberately-not-stored)
- [Treat it as preparation, not advice](https://smgtools.com/help/tax-reporting#treat-it-as-preparation-not-advice)
- [What it costs](https://smgtools.com/help/tax-reporting#what-it-costs)

### [Time tracking](https://smgtools.com/help/time-tracking)

Log hours against a job in quarter-hour steps, mark what is billable, and turn billable time into an invoice line.

- Plan: Every plan
- Last checked: 2026-09-21

- [Log time against a job](https://smgtools.com/help/time-tracking#log-time-against-a-job)
- [Mark what is billable](https://smgtools.com/help/time-tracking#mark-what-is-billable)
- [Understand where the rate comes from](https://smgtools.com/help/time-tracking#understand-where-the-rate-comes-from)
- [Turn hours into an invoice](https://smgtools.com/help/time-tracking#turn-hours-into-an-invoice)
- [Void an entry rather than deleting it](https://smgtools.com/help/time-tracking#void-an-entry-rather-than-deleting-it)
- [See what it cost you](https://smgtools.com/help/time-tracking#see-what-it-cost-you)

### [What you owe each subcontractor](https://smgtools.com/help/subcontractor-pay)

Approved hours against payments recorded, per pay period, with the balance carried forward so an unpaid week is still owed next month.

- Plan: Every plan
- Modules: timesheets, workers, expenses, tax-reporting, my-day
- Last checked: 2026-09-21

- [Read the view](https://smgtools.com/help/subcontractor-pay#read-the-view)
- [Know what counts as earned](https://smgtools.com/help/subcontractor-pay#know-what-counts-as-earned)
- [Record a payment](https://smgtools.com/help/subcontractor-pay#record-a-payment)
- [Understand the balance carrying forward](https://smgtools.com/help/subcontractor-pay#understand-the-balance-carrying-forward)
- [At tax time](https://smgtools.com/help/subcontractor-pay#at-tax-time)

### [Which kinds of work make money](https://smgtools.com/help/margin-by-job-type)

One report grouping every job by its kind of work, so you can see what water heaters make and what the gutter work costs you.

- Plan: Every plan
- Modules: reports, jobs, costing, margin-intelligence
- Last checked: 2026-09-21

- [Read the report](https://smgtools.com/help/margin-by-job-type#read-the-report)
- [Act on it](https://smgtools.com/help/margin-by-job-type#act-on-it)
- [Make sure it can tell you anything](https://smgtools.com/help/margin-by-job-type#make-sure-it-can-tell-you-anything)
- [Know whether a number is good](https://smgtools.com/help/margin-by-job-type#know-whether-a-number-is-good)

## Your business online

Your public page, online booking, and the page each client gets.

### [Client referrals and where your leads come from](https://smgtools.com/help/referrals)

Give each client a link to pass on, credit the work it brings back to them for thirty days, and see which sources actually turn into money.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Give every client a link to pass on](https://smgtools.com/help/referrals#give-every-client-a-link-to-pass-on)
- [Get the credit thirty days later](https://smgtools.com/help/referrals#get-the-credit-thirty-days-later)
- [See what is actually bringing you work](https://smgtools.com/help/referrals#see-what-is-actually-bringing-you-work)
- [Say what you do and where you work](https://smgtools.com/help/referrals#say-what-you-do-and-where-you-work)

### [Letting clients ask for a visit](https://smgtools.com/help/client-self-scheduling)

Take a request from your public page or a client's own link with the date and window that would suit them, and let them call a visit off from the page that tracks it.

- Plan: Every plan
- Modules: client-self-scheduling, captured-requests, appointments, leads
- Last checked: 2026-09-21

- [Take a request from your public page](https://smgtools.com/help/client-self-scheduling#take-a-request-from-your-public-page)
- [Give an existing client their own link](https://smgtools.com/help/client-self-scheduling#give-an-existing-client-their-own-link)
- [Let a client call off a visit](https://smgtools.com/help/client-self-scheduling#let-a-client-call-off-a-visit)
- [Where a preference becomes a booking](https://smgtools.com/help/client-self-scheduling#where-a-preference-becomes-a-booking)

### [Telling your customer somebody is on the way](https://smgtools.com/help/customer-tracking)

When the crew taps En Route, your customer gets a text and a page showing who is coming, when, and what van to look for.

- Plan: Every plan, with some parts on Professional or Crew
- Modules: appointments, jobs, workers, sms, equipment
- Last checked: 2026-09-21

- [What your customer gets](https://smgtools.com/help/customer-tracking#what-your-customer-gets)
- [What happens when the crew arrives](https://smgtools.com/help/customer-tracking#what-happens-when-the-crew-arrives)
- [When the link stops working](https://smgtools.com/help/customer-tracking#when-the-link-stops-working)
- [Control what is shown about your people](https://smgtools.com/help/customer-tracking#control-what-is-shown-about-your-people)
- [What it costs](https://smgtools.com/help/customer-tracking#what-it-costs)

### [Warranties on your client's page](https://smgtools.com/help/client-hub-warranties)

Your client can see whether they are still covered — labor and materials, through what date — without ringing to ask.

- Plan: Every plan
- Modules: client-hub, warranties, client-units, leads
- Last checked: 2026-09-21

- [What your client sees](https://smgtools.com/help/client-hub-warranties#what-your-client-sees)
- [Where warranties come from](https://smgtools.com/help/client-hub-warranties#where-warranties-come-from)
- [Why it saves you the call](https://smgtools.com/help/client-hub-warranties#why-it-saves-you-the-call)
- [Reminders](https://smgtools.com/help/client-hub-warranties#reminders)

### [Your client's own page](https://smgtools.com/help/client-hub)

One link where a client sees every quote, agreement, invoice and change order they hold with you — with no account and no password.

- Plan: Every plan
- Modules: clients, invoicing, proposals, service-agreements, appointments
- Last checked: 2026-09-21

- [What your client sees](https://smgtools.com/help/client-hub#what-your-client-sees)
- [It is not an account](https://smgtools.com/help/client-hub#it-is-not-an-account)
- [Send a client their link](https://smgtools.com/help/client-hub#send-a-client-their-link)
- [Let them ask for something](https://smgtools.com/help/client-hub#let-them-ask-for-something)
- [Control what they see](https://smgtools.com/help/client-hub#control-what-they-see)

### [Your public page](https://smgtools.com/help/public-page)

A shareable page for your business with your details, your hours and a quote form that feeds straight into your leads — no website needed.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [What is on it](https://smgtools.com/help/public-page#what-is-on-it)
- [Take a request](https://smgtools.com/help/public-page#take-a-request)
- [Offer real times instead of preferences](https://smgtools.com/help/public-page#offer-real-times-instead-of-preferences)
- [Show the licenses you hold](https://smgtools.com/help/public-page#show-the-licenses-you-hold)
- [What it costs](https://smgtools.com/help/public-page#what-it-costs)

## Your account and your data

Sign-in, your team, what we store, and getting your data back out.

### [Importing and exporting your data](https://smgtools.com/help/import-export)

Bring your client list, price book and equipment in from another system, and get any list back out in the same columns.

- Plan: Every plan
- Modules: your-data, clients, client-equipment, equipment, materials, jobs, invoicing, service-agreements, workspace-setup
- Last checked: 2026-09-21

- [Import in three steps](https://smgtools.com/help/import-export#import-in-three-steps)
- [What you can bring in](https://smgtools.com/help/import-export#what-you-can-bring-in)
- [What deliberately cannot be imported](https://smgtools.com/help/import-export#what-deliberately-cannot-be-imported)
- [Get your data back out](https://smgtools.com/help/import-export#get-your-data-back-out)
- [Where to start](https://smgtools.com/help/import-export#where-to-start)

### [Keeping the account secure](https://smgtools.com/help/sign-in-security)

See every device signed in, get told when a new one appears, and require everybody in the business to use a second factor.

- Plan: Every plan
- Modules: auth, profile, team, organization
- Last checked: 2026-09-21

- [See where you are signed in](https://smgtools.com/help/sign-in-security#see-where-you-are-signed-in)
- [Get told when a new device signs in](https://smgtools.com/help/sign-in-security#get-told-when-a-new-device-signs-in)
- [Require a second factor across the business](https://smgtools.com/help/sign-in-security#require-a-second-factor-across-the-business)
- [What to do if something looks wrong](https://smgtools.com/help/sign-in-security#what-to-do-if-something-looks-wrong)

### [Passkeys](https://smgtools.com/help/passkey)

Sign in with your face or your fingerprint instead of a password — faster on a phone, and impossible to phish.

- Plan: Every plan
- Modules: auth, profile, team, billing, your-data
- Last checked: 2026-09-21

- [Add a passkey](https://smgtools.com/help/passkey#add-a-passkey)
- [Where it earns its keep](https://smgtools.com/help/passkey#where-it-earns-its-keep)
- [Why it cannot be phished](https://smgtools.com/help/passkey#why-it-cannot-be-phished)
- [Where your fingerprint goes](https://smgtools.com/help/passkey#where-your-fingerprint-goes)
- [If you lose the device](https://smgtools.com/help/passkey#if-you-lose-the-device)

### [Plans and billing](https://smgtools.com/help/subscription)

What Starter, Professional and Crew each include, how the transaction fee works, and how to change or cancel your plan.

- Plan: Every plan, with some parts on Professional or Crew
- Last checked: 2026-09-21

- [Understand what each plan includes](https://smgtools.com/help/subscription#understand-what-each-plan-includes)
- [Know how the transaction fee works](https://smgtools.com/help/subscription#know-how-the-transaction-fee-works)
- [Change your plan](https://smgtools.com/help/subscription#change-your-plan)
- [Know what happens if you downgrade](https://smgtools.com/help/subscription#know-what-happens-if-you-downgrade)
- [Get credit for referring somebody](https://smgtools.com/help/subscription#get-credit-for-referring-somebody)

### [Referring another business](https://smgtools.com/help/referral-program)

Invite another business to SMG Tools and earn credit on your own subscription when they become a paying customer.

- Plan: Every plan
- Last checked: 2026-09-21

- [Send an invitation](https://smgtools.com/help/referral-program#send-an-invitation)
- [Earn credit when they subscribe](https://smgtools.com/help/referral-program#earn-credit-when-they-subscribe)
- [Who can send and who can earn](https://smgtools.com/help/referral-program#who-can-send-and-who-can-earn)

### [Signing in](https://smgtools.com/help/authentication)

Sign in with an email and password, with Google or Microsoft, or with a passkey — and add a second factor to protect the account.

- Plan: Every plan
- Last checked: 2026-09-21

- [Create an account](https://smgtools.com/help/authentication#create-an-account)
- [Sign in the way that suits you](https://smgtools.com/help/authentication#sign-in-the-way-that-suits-you)
- [Add a second factor](https://smgtools.com/help/authentication#add-a-second-factor)
- [Reset a password you have forgotten](https://smgtools.com/help/authentication#reset-a-password-you-have-forgotten)
- [What happens to your password](https://smgtools.com/help/authentication#what-happens-to-your-password)

### [The links you send clients](https://smgtools.com/help/secure-links)

Every client link is short, expires, can be revoked, and is protected in proportion to what it can actually do.

- Plan: Every plan
- Modules: proposals, invoices, referrals, clients
- Last checked: 2026-09-21

- [Why the links are short](https://smgtools.com/help/secure-links#why-the-links-are-short)
- [Each link is protected for what it can do](https://smgtools.com/help/secure-links#each-link-is-protected-for-what-it-can-do)
- [Links expire](https://smgtools.com/help/secure-links#links-expire)
- [Revoke a link](https://smgtools.com/help/secure-links#revoke-a-link)

### [Webhooks and an inbound lead address](https://smgtools.com/help/open-platform)

Have other software told when something happens in SMG Tools, and let a form or a lead service outside it create a lead here.

- Plan: Every plan
- Modules: integrations, leads, automations, organization
- Last checked: 2026-09-21

- [Have other software told what happened](https://smgtools.com/help/open-platform#have-other-software-told-what-happened)
- [Get leads in from elsewhere](https://smgtools.com/help/open-platform#get-leads-in-from-elsewhere)
- [Why it matters](https://smgtools.com/help/open-platform#why-it-matters)

### [Your data and your rights](https://smgtools.com/help/data-rights)

Download everything your account holds, delete your personal data, control cookies, and see exactly who else touches your information.

- Plan: Every plan
- Modules: organization, legal, marketing
- Last checked: 2026-09-21

- [Download everything](https://smgtools.com/help/data-rights#download-everything)
- [Delete your personal data](https://smgtools.com/help/data-rights#delete-your-personal-data)
- [Control cookies](https://smgtools.com/help/data-rights#control-cookies)
- [See who else touches your data](https://smgtools.com/help/data-rights#see-who-else-touches-your-data)
- [Know what happens in a breach](https://smgtools.com/help/data-rights#know-what-happens-in-a-breach)

### [Your team and what each person can do](https://smgtools.com/help/teams)

Invite people as Owner, Manager or Field, and each gets a product shaped by that choice.

- Plan: Crew
- Modules: organization, auth, billing, workers
- Last checked: 2026-09-21

- [Invite somebody](https://smgtools.com/help/teams#invite-somebody)
- [Choose the right role](https://smgtools.com/help/teams#choose-the-right-role)
- [Understand what a Field member sees](https://smgtools.com/help/teams#understand-what-a-field-member-sees)
- [Know the difference between a member and a worker](https://smgtools.com/help/teams#know-the-difference-between-a-member-and-a-worker)
- [What it costs](https://smgtools.com/help/teams#what-it-costs)

## Other pages

- [Pricing](https://smgtools.com/pricing) — what each plan costs and what is on it.
- [What's New](https://smgtools.com/whats-new) — everything shipped, dated the day it became usable.
- [Privacy Policy](https://smgtools.com/privacy)
- [Terms of Use](https://smgtools.com/terms)
- [Subprocessors](https://smgtools.com/subprocessors) — the third-party services this runs on.

## Machine-readable

- [/help/index.json](https://smgtools.com/help/index.json) — every section as JSON, with its
  anchor, the plan, the modules and the text.
- [/sitemap.xml](https://smgtools.com/sitemap.xml)