Tools

Every business starts with the core: Dashboard, For you, Clients, Proposals, Jobs, Appointments, Calendar, Time tracking, Job costing, Invoices and payments, and Your business. Then it adds the tools its work needs — 38 of them, in 7 groups. 32 are on every plan, 5 come with Professional, and 1 is an add-on.

Or start from your trade: HVAC · Plumbing · Electrical · Pest control · Cleaning · Landscaping.

Getting work

How new customers find you and ask

  • Leads & Pipeline

    Inquiries before they became a client, and where each one stands.

    Every plan

  • Public Page & request form

    A page for your business, with a form a stranger can fill in.

    Every plan

  • Online Booking

    Customers pick a real time from your availability and book it.

    Every plan

  • Phone Assistant

    Answers the calls you cannot, and books a visit from your availability.

    Add-on

  • Contractor Directory listing

    Your business listed where people look for one like it.

    Every plan

  • Referrals

    Who sent each customer, and a link your clients can share.

    Every plan

  • Service Agreements

    Recurring work you have already sold, and the visits it produces.

    Every plan

  • Proposal Assistant

    A draft scope and contract sections from a description of the job.

    Professional

Doing the work

What happens on the job

  • Day Board

    The day as lanes, one per person, and who is running behind.

    Every plan

  • Route Planning

    The day's stops in a sensible order, with planned arrival times.

    Every plan

  • On the Way

    A tracking page for the customer, and the text that says you are coming.

    Every plan

  • Checklists

    The steps a kind of work always has, worked on the job and sent to the customer.

    Every plan

  • Measurements

    Readings with the range each should fall in, and their history.

    Every plan

  • Client Equipment

    The units at a customer's property, and what was done to each.

    Every plan

  • Warranties

    What you promised, for how long, on which job, and when it runs out.

    Every plan

  • Compliance

    Licenses, certifications and expiry tracking for regulated work.

    Every plan

  • Arrival Proof

    Where and when the crew arrived, recorded on the job.

    Every plan

  • Materials

    A catalog of the parts and supplies you fit.

    Every plan

  • Equipment

    Your own vans, trailers and machines: who has them, what they cost a job.

    Every plan

Crew

When there is more than you

  • Workers

    The people who do the work — employees, subcontractors and you — and what each is paid.

    Every plan

  • Timesheets & payroll export

    A timesheet per person per pay period, approved and sent to payroll.

    Every plan

  • Subcontractor pay

    What each subcontractor is owed, and what has been paid.

    Every plan

Money

What comes in and what goes out

  • Expenses & receipt scanning

    What you spend, tracked against jobs and tax.

    Every plan

  • Income

    Money in that did not come through an invoice.

    Every plan

  • Bank Feed

    Your bank transactions, matched against income and expenses.

    Professional

  • Mileage

    Trips driven for work, for tax deduction.

    Every plan

  • Tax set-aside & reporting

    What to put aside for tax, and the summary your accountant asks for.

    Every plan

  • QuickBooks export

    Your invoices, payments and expenses, in the shape QuickBooks imports.

    Every plan

  • Tips

    A customer paying online adds a tip, recorded to whoever did the job.

    Every plan

Knowing your numbers

Whether you made money

  • Reports

    Profitability, tax and compliance reporting.

    Every plan

  • Margin Intelligence

    Target margins, alerts when a job is drifting, and the forecast.

    Every plan

  • Ask About Your Business

    Ask why a job came in under, or what moved this quarter, and get an answer from your own figures.

    Professional

Talking to clients

What reaches your customers

  • Client Reminders

    Appointment and invoice reminders, review requests, sent for you.

    Every plan

  • Automations

    Follow-up that happens on its own, so you do not have to remember it.

    Every plan

  • Client Hub

    One page a customer opens for everything you have sent them.

    Every plan

  • Assistant

    Say or type what you want done; confirm it before it is written.

    Professional

Connections

What SMG Tools talks to

  • Bank

    A bank account linked through Plaid, feeding your transactions.

    Professional

  • Webhooks & inbound leads

    Tell another system when something happens here, and take a lead from one.

    Every plan

Building something against this? /tools/index.json is every tool with its group, plan, what it needs, its trades and its keywords.