What’s New
Everything SMG Tools has shipped, dated the day you could first use it. One entry per feature, in plain words, with a picture of the real thing.
Subscribe by RSSSeptember 2026
-
Send a note from the job. The reply lands on the job.
Write a note on a job and send it to your client by email or text. What they write back is filed on that job — and For you is one list of everything waiting on you.
-
This page
Everything SMG Tools has shipped, dated the day you could first use it, from the first commit in January to today — with a feed, so you can be told instead of checking.
-
One look across the console, and a dashboard you can trim
The console refreshed to one visual language — surfaces, controls, tables — and each person chooses which dashboard widgets they see.
-
The owner who does the work, on the roster in one tap
An owner-operator opening My Day is offered the roster instead of being told to ask the owner; the setup checklist asks whether you do the work yourself.
-
Your own phone number, and an assistant that answers it
Lease a phone number from inside the product, forward your line to it, and an assistant answers what you miss — captures the work, texts back a caller who hung up, and queues it for you.
-
Getting paid online, asked early
The setup wizard asks how you get paid; an invoice that cannot be paid online says so before you send it; and the dashboard checklist is shorter and ordered by what matters.
-
One page, everything a client has with you — and a way to ask for more
A hub link for every client: what needs them, their next visit, every quote, agreement, invoice and change order — behind a code, not an account — and a way to ask for more or call off a visit.
-
The jobs running over their hours, worst first
Labor efficiency on the job, a report of jobs past their labor estimate, who was assigned beside who actually logged hours, and each person's own record against the estimate.
-
A text when somebody sets off, and a page that says who is coming
When your crew taps "on my way", the customer gets a text with a link to a page naming who is coming, the window, and the van to look for — and it stops working a week after the job.
-
The vans and the gear, and who has them today
A catalog of what the business owns — vans, trailers, machines — a record of who has what on a given day, and the vehicle that drove a mileage trip.
-
Put names on the work, and see the day as a lane per person
Assign one or more people to a job, a visit or a milestone, and open the day board: who is doing what today, and what nobody has picked up.
-
Books your bookkeeper can import
Three files — customers, invoices and transactions — in the shape QuickBooks Online imports, for any period, in the order it has to receive them.
-
The crew's phone: their day, the clock, arrival, and photos from site
A field member signs in on their phone and sees only what is theirs today; clocks in and out against it; marks themselves arrived; moves the job forward; and sends notes and photos.
-
Tell your client who is coming, and show them what you found
A short profile for each person who works for you — photo, a line, what they specialize in — that a client sees; and a note or photo on a job you choose to share on the client's invoice.
-
Automations: switch on the follow-up you keep meaning to do
Seven ready-made automations with one toggle each, a history of what every rule did and did not do, and — for anything else — a rule you describe in a sentence and confirm.
-
Teams: invite people, give them a role, and the Crew plan
More than one person in a business — invited by email, as Owner, Manager or Field — and a plan for it: Crew, with office seats and unlimited field workers. Professional moves to $49.
-
Service agreements, recurring billing, and a directory of businesses on SMG Tools
Recurring work as a record of its own — visits that become jobs on a schedule, invoices on a billing cycle, a saved card charged automatically — plus an opt-in public directory.
-
Say it once, from the truck
Press the microphone and say what happened — miles, hours, an expense, a note, a new client or proposal, a question — and the assistant fills in the form and waits for you.
-
Your data, yours: export it, delete it, and choose your cookies
Export everything the product holds for your business as one file; delete your account yourself; a cookie banner where declining is as easy as accepting; and a page listing every subprocessor.
August 2026
-
A setup wizard, and the modules you do not use, hidden
A new business is walked through its setup in a few screens, and any business can hide the parts of the product it does not use — Materials, Workers, Transactions — from its navigation.
-
Texts your clients agreed to, links that expire, and a code before a signature
Appointment reminders and confirmations by text with STOP and HELP honored; short links; document links that expire and can be revoked; and a six-digit code before a proposal is signed.
May 2026
-
Take a service request and book the visit
A call, a text or a walk-in becomes a job with the address checked against where you work, a diagnostic fee charged or waived, and the first visit booked — in one flow.
-
Where your leads come from
Every client gets a referral link to your public page; the review request invites them to pass it on; and your Leads page shows which sources and which past clients bring work.
April 2026
-
Workers: employees and subcontractors, one record each
The people who do the work, as records: employee or subcontractor, with the compliance and financial details each kind needs.
-
Compliance records for regulated trades
Profiles that say what a job must capture and who may do the work; structured records taken in the field; locked once final, amended with a history; and CSV reports a regulator can read.
-
Appointment reminders, and warranties tracked to their end
Clients get a reminder before a visit; the warranties you give are recorded on the job, with coverage dates, terms and a reminder before they lapse.
March 2026
-
A public page for your business, and a flyer with a QR code
A web page at your own address with your hours, contact details and a Request a Quote form that feeds your leads — no website needed — and a printable flyer pointing at it.
-
E-signatures with a record, and change orders
Draw or type a signature, consent to sign electronically, and get a frozen PDF of what was signed; change orders extend a job after acceptance and roll onto its invoice.
-
Follow-ups that send themselves
Unanswered proposals are chased, invoices reminded before and after they are due, finished jobs ask for a review, warranties warn before they lapse — and you can see when a proposal was opened.
-
Open for business
SMG Tools is live at smgtools.com. What a business signing up today can do, on the free plan and on Professional.
-
Refer a friend, earn a credit
Invite another business to SMG Tools; when they subscribe, a credit lands on your bill.
-
A calendar, and appointments on it
One calendar of everything with a date — appointments, milestone due dates, invoice due dates, proposal expirations — and appointments you create for visits, estimates and meetings.
-
Projected versus actual, across every job
One report answering which jobs are healthy and which are bleeding money; labor costed the same way everywhere; a draft invoice you can download before sending.
February 2026
-
A checklist that says what to set up next
A Get Started widget on the dashboard for a new business: the few things worth doing first, ticked off as they are done.
-
The proposal wizard, with AI that drafts the contract
Write a proposal in four steps — client, what the job is, review, pricing — with contract sections, costing and milestones suggested from your description of the work.
-
Know what you kept: job costing, cost templates, and margin alerts
Labor rate profiles, cost categories and templates for estimating; a baseline frozen when the proposal is accepted; and an alert when a job's margin drifts from it.
-
An invoice on its own
Raise an invoice from the Invoices page without a job behind it — a service call, a small sale — and mark one sent when it went out another way.
-
A reminder before each estimated tax payment
An email before each quarterly deadline, with what has been set aside, so the payment is never a surprise.
-
Scan a receipt, write a note, upload a photo
A receipt photographed becomes an expense with the vendor, date and amount read off it; a job gets notes and photos; and the features with a monthly limit show a meter.
-
Mileage from an address to an address
Type where you went and the distance is worked out for you, with address autocomplete from Google Maps.
-
Connect your bank, and match what it shows to what you know
Connect bank and card accounts through Plaid, import transactions, and turn each one into an expense, an invoice payment, income, a transfer, or nothing — you decide, every time.
-
Income that did not come through an invoice
Record money a customer paid without an invoice — a cash job, a tip, a deposit — so revenue is complete.
-
A Professional plan, billed through Stripe
A free Starter plan and a paid Professional plan, with the subscription managed through Stripe and the features each plan unlocks stated plainly.
-
Mileage, a tax summary, and the contractors you pay
Log business miles per trip, see a quarterly tax set-aside, keep expense categories that match Schedule C, and track the subcontractors who will need a 1099.
-
Time on the job, in quarter hours
Log hours against a job in 15-minute increments, mark them billable or not, and turn billable time into an invoice line.
-
Sign in with a password, with Google, or with Microsoft — and a second factor
The product's own sign-in: email and password, Google or Microsoft, accounts you can link and unlink, a password reset that works, and two-factor authentication.
January 2026
-
Expenses, on the job and off it
Record what you spend — against a job, or as a cost of running the business — and see it against what the job brought in.
-
Quote it, invoice it, and see the money
Proposals a client accepts with a signature, invoices paid online through Stripe, a job report as a PDF, and a dashboard that says whether you are getting paid.
-
Where this started
A job-centric tool for people who do the work: an account, a business, and the jobs it runs, built so that scope, execution, proof, payment and profit are one record.
