CRM Features for Local Service Businesses | Automation, Scheduling & Invoicing

AI Call Receptionist

24/7 AI voice answering that books jobs, sends SMS, and transfers to live support using real-time business context.

Automated SMS

Appointment reminders, job updates, and invoice notifications via Twilio.

Automated Email

Invoice delivery, job notifications, and payment receipts via Resend.

AI Tools

AI-drafted SMS, emails, and work order summaries powered by Claude.

Communication History

Full SMS and email log per client with activity timeline and notes.

Client Management

Full client lifecycle with statuses, import/export, and revenue tracking.

Job Management

Work orders with full lifecycle, photo uploads, and one-click invoicing.

Service Management

Service catalog with one-time and recurring billing, Stripe sync.

Recurring Work Orders

Auto-generate weekly, biweekly, monthly, or quarterly jobs from templates.

Photo Uploads

Before/after photos on work orders with mobile camera and lightbox viewer.

Route Optimization

Google Maps integration with multi-stop navigation and dispatch maps.

Appointment Booking

Client self-scheduling via portal with automated confirmations.

Invoice Management

Full invoicing with line items, PDF export, aging reports, and overdue detection.

Stripe Payments

Accept card and ACH bank payments, recurring billing, and client subscriptions with a 0.5% platform fee.

Usage-Based Billing

Pay-as-you-go for SMS, email, AI, voice, and API with real-time meters.

Subscription Management

View plans, manage add-ons, track usage, and upgrade or downgrade.

Advanced Reporting

Revenue trends, technician productivity, top services, and client growth.

GBP Grid Tracker

GPS grid scanning with keyword tracking and rank heatmap visualization.

Review Requests

Auto-send review requests after jobs. Route 5-star reviews to Google.

Data Export

One-click CSV export for clients, services, work orders, and invoices.

Team Management

Invite technicians and managers with role-based permissions.

Role-Based Access

Five account types with granular permissions and role-specific dashboards.

Multi-Location Branches

Manage multiple locations with per-branch filtering and reporting.

Client Portal

Branded portal for clients to view jobs, pay invoices, and message your team.

Landing Pages

Auto-generated SEO landing page with services, reviews, and structured data.

Custom Branding

Your logo on portals, branded invoices, and optional custom domain.

Affiliate Program

Earn 20% commission for 12 months on every referral. Stripe payouts.

Webhook System

API key management, lead capture endpoint, and event-based triggers.

Search Console Reports

Daily-synced Google Search Console data with keyword tracking and branded traffic split.

Prepaid Usage Wallet

Fund your account with credits, auto-refill, and real-time balance tracking.

Business Type Customization

47 industry presets with dynamic labels, feature flags, and default services.

Audit Log

Automatic activity tracking with timestamps, user attribution, and team accountability.

Estimates and Quotes

Send professional estimates, let clients accept online, and convert to work orders and invoices with one click.

Payment Links

One-click Stripe payment links in SMS, email, and PDF invoices so clients pay instantly.

Calendar and Scheduling

Visual month and week calendar with technician color coding, click-to-create, and dispatch views.

Free Mobile App

Branded installable app for clients and technicians. Works on iPhone, Android, and desktop with offline support.

AI Website Builder

Full business website generated from your CRM data. AI writes copy from your services and areas, contact forms capture leads.

Expand Business

Data-backed market study. Rank nearby cities by demand, competition, income, and drive time before you open your next branch.

Workflow Automation

7 triggers, 5 action types, delay scheduling. Automate follow-ups, reminders, review asks, and every repeatable task.

Bulk SMS Campaigns

Text hundreds of clients at once with merge fields, audience filters, STOP/START opt-out handling, and per-message billing.

Inventory & Parts

Parts catalog, auto stock deduction on work orders, low-stock alerts, and true per-job profit math with parts cost included.

Time Tracking

Log time per work order, auto-entry on completion, and pre-fill billable hours as invoice line items at each tech's rate.

Email Templates

10 preset templates with 14 merge fields. Send appointment confirmations, review requests, and past-due reminders in one click.

GBP Post Scheduling

Schedule Google Business Profile Updates, Events, and Offers. Recurring posts auto-regenerate so your listing never goes quiet.

Document Storage

Store contracts, permits, and photos on the client record. Private by default, toggle to share with the portal. 25 MB per file.

Job Checklists

Per-service checklist templates auto-attach to work orders. Techs check off in the field, QA reviews on the record.

Per-Job Expenses

Track parts, materials, and subcontractor costs per work order. Real-time gross profit math on every job.

Maintenance Reminders

Schedule 3 / 6 / 12 month reminders at job completion. Smarfle sends the email or SMS and the client re-books in one click.

Client Referrals

Every client gets a referral code with auto-applied discount and referrer reward. Portal-native, end-to-end tracked.

Dispatch Board

Kanban board with By Technician and By Status views. Drag-drop to reassign or move through the pipeline. Mobile-friendly.

Two-Factor Auth

TOTP 2FA with any authenticator app. QR code enrollment, AAL2 session enforcement, role-gated requirement.

Client Tags

Color-coded tags for VIP, Commercial, Snowbird, and any segment you need. Filter lists and target campaigns by tag.

Custom Fields

Text, number, date, or select fields on the client record. JSONB-backed, auto-save, filterable, visible on work orders.

Integrations

Native Stripe, Twilio, Resend, Google, Claude, DataForSEO, and more. No Zapier tax, all keys in one place.

Everything Your Service Business Needs