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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.

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November 2026

October 2026

September 2026

  • API keys: let the programs you use read and write your records

    Give Zapier, your website or a developer's program a key to add clients, create jobs, take leads and book visits, as far as you allow, with a log of each key's calls. Professional since October 14.

  • Good, better and best — and every job's agreed price

    Quote a job at two to four prices with extras your customer can tick, take a deposit when they sign, and see on every job what was agreed and what is left to bill.

  • The Price Book — everything you charge for, and what it should cost

    Everything you charge for, with its price and what it costs you, quoted and invoiced in a few picks, and told what each should sell for and how it did.

  • A new look — on the site, in the console, and in everything your customers get

    A new mark and typeface across the site and the console, the pages your customers open, and the emails and PDFs you send. Nothing for you to change.

  • A page for every tool — its settings, what it works with, and one switch

    Every tool has a page of its own under Tools: its one switch, its settings, the settings it shares with other tools, and the reminders it sends. Organization is back to your business itself.

  • Every tool's switch does what it says, and Settings opens its settings

    The QuickBooks export can be removed like any tool, removing Tips stops the tip question, and a tool's Settings now opens the exact section its settings are in.

  • Every tool on one page — add what you do, remove what gets in the way

    Tools, in the main menu, lists everything SMG Tools can do, with what your business has on first. Add one, put one away, and ask any card why you cannot see it.

  • Every tool on the website, and a page for each

    smgtools.com/tools lists everything a service business can add to SMG Tools, in the groups an owner thinks in, with the plan that includes each — and every tool has a page of its own.

  • Start from your trade

    Tell SMG Tools your trade and it shows you the tools and starter content that fit it — kinds of work, a visit checklist, the readings a visit takes — to keep or leave out line by line.

  • Setup names the equipment you work on

    Tell us you install water heaters and service furnaces, and setup offers Water heater and Furnace as the kinds of unit you record, beside the kinds of work it already proposes.

  • Add a service by saying it

    The assistant can now add and change the services customers book and your kinds of work — the only two settings it reaches, each on a card that shows what it replaces and when customers will see it.

  • Two tabs: Ask and Help

    Doing something and asking how the business did now go in the same box, and the assistant works out which you meant. The tab that answers how-do-I questions is called Help.

  • Write down what you find on site

    Add a reading or a step a job never asked for, from the office or the phone — marked as found on site, never required — and make it standard for that kind of work in one press.

  • Ask the product how something is done

    A third tab on the assistant answers how-do-I questions from the help pages — a short answer, and the parts of the help it came from underneath, each one a link.

  • Ask it by typing

    The assistant is no longer a microphone. Ctrl+K opens a box from anywhere in the console, it tells you what your business could ask for, and speaking now fills the same box.

  • Ask your business how it did

    What did I make last quarter? What moved it? Why did the Henderson job come in under? Asked in a sentence and answered from your own reports — plus a summary of the month that arrives on its own.

  • Every feature explained, without signing in

    A help page for each thing the product does, written for the job you are trying to do — readable before you sign up, and linked from the screen you are on.

  • Set up from your website

    Give us your website address and we read it, find your Google listing, and fill most of your setup in for you — nothing saved until you have read it and agreed to it.

  • The list they work, and the proof you send

    Write down how a kind of work is done, once. Every job of that kind carries it, will not close until it is answered, and sends the customer a branded record of what was done.

  • The number, and what it read last time

    Say once what your business measures. The reading goes on the furnace, not the visit — so next winter, last winter's number is beside the box. And an inspection line can ask for a number.

  • How to get in, where they came from, and their PO number

    The gate code on the crew's phone at the door, a source on every client so you know which sign brings work, and the customer's own reference printed on every invoice they see.

  • A target for every kind of work

    Tell the product the margin you expect — for the business, and for any kind of work — and the report, every job, and the at-risk alerts measure against it, including the jobs nobody quoted.

  • Booking into the plan

    On a planned day, the windows offered online, on a client's link, by phone and to your office allow for the real drive to and from the stops around them, and never break a promise.

  • Let the road decide

    Optimize orders the flexible stops around exact times and promised windows, names the one no order can keep, honors a pin and a free, and re-plans the rest of a day from where the crew is.

  • Running behind, from the taps the crew already makes

    A lane still On Site past a stop's planned departure reads running ~30 min behind, with the remaining stops' times pushed by the delay; a recipe can text the next customer once.

  • The crew follows the plan, and the customer hears it

    My Day shows the planned day in order with one link that opens the route; the on-my-way text says about how many minutes; the tracking page and, if you choose, a reminder name the planned time.

  • What you owe each subcontractor

    Approved hours at cost against what you have paid, per period with the balance carried, the payment recorded from the row — and the 1099 threshold that applies to the year.

  • What your open quotes are worth

    One line above the Pipeline board: the quotes out for a decision, the rate you actually win them at, and what that makes the open ones worth.

  • Your day as a route

    Plan anybody's day from the board: the stops in the order to drive them, the drive between each, a planned time at every door, and when they are back — a plan of its own that moves no visit.

  • Your warranties, on your page

    A client's hub now answers the question they most often ring about — am I still covered? — with the warranty on each job, the maker's on each unit, and a way to ask for service.

  • Approve the week's hours and send them to payroll

    Every person's hours for the pay period on one page, a manager's approval that locks them, an entry sent back with a reason, and the approved hours as the file your payroll takes.

  • Everything you said to a client, in one place

    A Communication section on every client's page: every text, email, quote, invoice, call, note and reply — and every message consent stopped, with the reason — filterable and downloadable.

  • Invoice the finished jobs together

    Select the completed jobs nobody billed, make their invoices in one action and send them together — and the reminder about unbilled work now opens that list with the job already selected.

  • Add a tip when you pay an invoice online

    Ask customers for a tip at the moment they pay — off until you switch it on, one charge for both, no platform fee on the tip, and the tip recorded as income, never as the price of the work.

  • Webhooks, and an address any tool can post a lead to

    Tell the software you already use the moment something happens here, and take leads from any tool through an address of your own. Webhooks are Professional since October 14.

  • Which kinds of work make money

    One report answering which kinds of work make money: the jobs you finished in a period, grouped by type, with revenue, cost and margin added up — worst first — and what each was quoted at.

  • Your pipeline on one board

    Leads, calls the assistant took and quotes you sent, on one board from first contact to won or lost — drag to move, act from the card, and see which quotes have gone quiet.

  • Sign in with your face, your fingerprint, or your phone's PIN

    Passkeys on every plan: add one from your Security page, sign in with a glance and no code, and let a new crew member join from their phone without ever choosing a password.

  • Switch in an afternoon, leave in a minute

    Bring your clients, units, equipment, materials, job types and services in from a spreadsheet, take any list out as a CSV in the columns it came in, and see every way in and out on one page.

  • The excavator is in the margin

    Your vans, machines and tools with what each costs to run, a machine's hours on the job's costs beside labor and materials, readings and service due, inspections, and tools scanned out and back.

  • Where you're signed in, a note when a new device does, and a second factor for everyone

    See every device holding your account and sign any out; an email the moment a device you've never used signs in; and, for the owner, a second factor — or a passkey — required of everyone.

  • Book a visit — from your page, from a client's link, and over the phone

    Publish what can be booked and when; a customer picks a time and it lands on your calendar with the client, job and lead already made — instantly, or held for your say-so.

  • The units at a client's property, and the technician who arrives knowing

    Write down the furnaces, water heaters and panels you service; each unit's page becomes its history — every visit, what was spent, whether it is past its expected life, when it is due.

  • A client replies and nobody was asked — now somebody is told

    A new automation emails you, or a manager you choose, when a client writes back on a job nobody has written to them from — the reply that used to wait in a queue.

  • Margin Intelligence, reminders and digests on every plan

    Starter now includes Margin Intelligence, automated email reminders and follow-ups, calendar digests, recurring revenue reporting and equipment. Professional is the things a vendor bills us for.

  • 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

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

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

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.