SmoothFlo
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Invite-only early access

From first knock to paid, without the paperwork.

SmoothFlo runs your whole job in one place: leads and follow-ups, room-by-room estimates customers sign on their phone, crews and schedules, deposits and invoices, and the profit on every job. Set up for your trade on day one.

Sign in Pick your trade

We are onboarding a small group of companies by invitation.

Pipeline
New Lead

Dana Whitfield

14 Maple Cres

Marcus Lee

9 Birch Ln

Estimate Booked

Priya Nair

220 Ridge Rd

Quote Sent

Tom Bellamy

51 Oak Ave

Sara Ortiz

7 Elm Ct

Accepted

Jo Franklin

88 Pine St

Pick your trade and start with the right tools

PaintingRoofingLandscapingHVACPlumbingElectricalCleaningFlooringGeneral contracting

Everything a crew-based business runs on

Not a pile of generic tools. Each part is shaped around how your trade sells, schedules and gets paid.

Pipeline with follow-ups built in

Every lead on one board. SmoothFlo schedules each follow-up for you and moves cards into Follow Up the day they're due, so nothing goes cold.

Room-by-room estimates

Measure a room once, tick what's being done. Walls, ceilings, trim, doors and windows price themselves from your rates, with labour hours worked out too.

Proposals that sell

Your logo, a cover photo, job photos under each room, your reviews and warranty. Customers tick extras and sign from their phone.

Change orders they sign

Job changed after signing? Send the changes with old and new totals; the customer approves with a new signature. Every edit is on record.

Deposits and invoices

Deposit, progress and final invoices with HST split out, card links, e-Transfer and more. See who owes you and send a reminder in one tap.

Know your profit

Labour hours from your production rates, materials, and real expenses with receipts. See your profit and what you earn per hour on every job.

Territories and door knocking

Draw a neighbourhood, schedule canvassers, and log every door. Leads land straight in the pipeline with photos.

Crews, schedule and your calendar

Book visits and jobs, assign crews, hand them a scope sheet with hours and paint. The schedule shows up in Google, Apple or Outlook calendars.

HST and your accountant

Profit and loss by month, your HST return numbers, and spreadsheet downloads for your accountant. No shoebox of receipts.

1. Win the job

Estimates that look like you, priced like you

  • Measure a room once and tick what's included. Prices, wording and paint quantities fill themselves in.
  • One doors-and-windows item: sides, frame, casing or trim, priced per opening and counted from the rooms.
  • Your cover photo, job photos, reviews and warranty on every estimate.
  • Customers tick extras, accept and sign on their phone. You see every time they open it.
  • Automatic follow-ups, by text or email, until they say yes or no.
Painting estimatefor Dana Whitfield

Walls - 2 coats

18 x 14 x 9 ft = 576 sq ft of wall (1 door and 3 windows counted, not deducted)

$1,065.60

Ceilings - 2 coats

18 x 14 ft = 252 sq ft

$340.20

Trim and baseboards

64 ft

$144.00

ClosetOptional

1 each

$150.00

Subtotal$1,549.80
HST$201.47
Total$1,751.27

2. Run the job

Crews know what to do. Changes get signed.

  • Book the work on the schedule; it shows up in each person's phone calendar.
  • Crew sheets list every room, colour, the paint to bring and the hours it should take.
  • Job changed? Send a change order. The customer approves the new total with a signature.
  • Every unlock and every change after signing is recorded, with who made it.

Change order #1

  • Added Accent wall (Living room): $180.00
  • Trim and baseboards: $236.00 -> $310.00
New total$7,575.50

Approved and signed by Dana Whitfield

3. Get paid and know your numbers

Deposits in faster. Profit you can see.

  • The deposit is asked for the moment they sign, with your card link, e-Transfer, bank deposit or cheque.
  • Deposit, progress and final invoices with HST done right, and one page showing who owes you.
  • Snap receipts, tie them to jobs, and see real profit and what you earn per labour hour.
  • Your HST return numbers and a spreadsheet for your accountant, any month or quarter.

Owed to you

$8,740.00

Overdue

$1,130.00

Paid
Deposit invoice #1004Due Oct 2
Deposit (25%) to book the work$1,433.63
HST (13%)$186.37
Total$1,620.00
Pay by card online, Interac e-Transfer, bank deposit or cheque

Job costs and profit

Price (before tax)
$6,480.00
Labour (54 h from your rates)
-$2,160.00
Materials (14 gal + supplies)
-$1,045.00
Profit
$3,275.00 (50.5%)

You're charging $120.00 per labour hour (your target is $65.00).

One login instead of seven apps

A CRM for leadsEstimating softwareE-signatureInvoicingReceipt trackingA door-knocking appShared calendars

Already love another app? Connect it through Zapier, and put your schedule in any calendar.

The same tool. A different estimate for every trade.

Enter what you measured on site. SmoothFlo does the trade-specific maths, prices it from your own rates, and gives your customer tick-box options.

Painting: rooms measured once, priced line by line

Painting estimatefor Dana Whitfield

Walls - 2 coats

18 x 14 x 9 ft = 576 sq ft of wall (1 door and 3 windows counted, not deducted)

$1,065.60

Ceilings - 2 coats

18 x 14 ft = 252 sq ft

$340.20

Trim and baseboards

64 ft

$144.00

ClosetOptional

1 each

$150.00

Subtotal$1,549.80
HST$201.47
Total$1,751.27

Roofing: footprint, pitch and waste into squares

Roofing estimatefor Priya Nair

Asphalt shingle re-roof

1176 sq ft footprint at 7/12 = 1361.46 sq ft, +10% waste = 14.98 squares

$8,763.30

Ridge ventOptional

42 ft

$588.00

Gutter guardsOptional

110 ft

$880.00

Subtotal$8,763.30
HST$1,139.23
Total$9,902.53

Sample estimates use the starter price book ($1.85 per sq ft of wall, $585.00 per roofing square). Every price is yours to change.

Up and running the same day

1

Pick your trade

Choose painting, roofing or another trade. You get a starter pipeline and price book to edit.

2

Make it yours

Add your logo and colour, set your rates and tax, invite your team and choose what to switch on.

3

Send your first estimate

Add a lead, build the estimate, and send a link your customer can accept and sign from their phone.

Stop juggling texts, notebooks and spreadsheets. Get your flow back.

SmoothFlo is invite-only while we are in early access.

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