Help Center

Visit the registration page, enter your business name, email, and phone. You will receive a confirmation email to verify your account.

Go to Clients in the sidebar, click 'Add Client', and fill in their name, email, and phone number.

Go to Work Orders, click 'New Work Order', select a client, assign a technician, choose a service, and set a date.

Go to Team in the sidebar, click 'Invite Member', choose their role (manager or technician), and share the login credentials.

Yes. Go to Clients, click the import button, and upload a CSV file with columns for first name, last name, email, and phone.

Clients can be Lead (new prospect), Active (current customer), Inactive (paused), or Archived (closed). Change status from the client detail page.

Click any client name to open their detail page. You will see their work orders, invoices, outstanding balance, and activity notes.

On the client detail page, click 'Invite to Portal'. This creates a login for them to view their own work orders and invoices.

Go to Clients, click the export button to download a CSV of all your clients with their contact info and status.

When creating or editing a work order, select a technician from the dropdown. They will see the job on their dashboard.

Create a recurring template from Work Orders. Set the frequency (weekly, biweekly, monthly, quarterly) and the system will generate jobs on schedule.

Go to Calendar in the sidebar. Switch between month and week views. Click any day to create a new work order. Jobs are color-coded by technician.

Yes. On the work order detail page, technicians can upload before/after photos from their phone camera or gallery.

Go to Invoices, click 'New Invoice', select a client, add line items with services and prices. You can also create invoices directly from completed work orders.

Connect your Stripe account in Organization Settings. Once connected, clients can pay invoices online through their portal.

Mark a service as 'recurring' with a billing interval. Clients subscribe through their portal and are billed automatically via Stripe.

On any invoice, click the PDF download button. The PDF includes your company header, line items, totals, and payment terms.

Invoices past their due date are automatically marked as overdue. The billing page shows an aging report with 0-30, 30-60, and 60+ day buckets.

Enable Voice AI in your voice settings. When someone calls your business number, the AI answers, books appointments, and filters spam.

Go to Organization Settings, enable SMS, and provision a phone number. Clients will receive texts for scheduled jobs and sent invoices.

Email notifications are enabled by default. Clients receive emails when work orders are scheduled and invoices are sent.

On client or work order detail pages, click 'AI Draft' to generate a personalized email or SMS based on the client's history and context.

After completing a job, the system can send a review request to the client. 5-star feedback redirects to your Google Business Profile review link.

Owners have full access. Managers can manage clients, work orders, and services but not billing or team settings. Technicians see only their assigned work orders.

Go to Team, click 'Invite Member', choose their role, and enter their email. They will receive login credentials.

Yes, managers can invite technicians only. They cannot invite other managers or change team roles.

Technicians see their assigned work orders, a job map with navigation, and read-only access to clients and services.

Revenue trends, work order completion rates, technician productivity, top services by revenue, and client growth charts.

Most list pages (clients, work orders, invoices) have a CSV export button. Filtered views export only the visible data.

Business tier feature that tracks your Google Business Profile ranking across a geographic grid, helping you see where you appear in local search results.

Go to Organization Settings. Update your business name, address, phone, logo, tax ID, and payment terms.

Go to Subscription in the sidebar. Compare plans and click 'Manage Subscription' to upgrade or downgrade through the Stripe billing portal.

Go to Branches to create locations. Assign team members and filter work orders, clients, and invoices by branch.

In Organization Settings, go to the Landing Page tab. Add a tagline, description, and business type to auto-generate a branded public page.

When entering addresses for clients, work orders, or branches, start typing and select from Google Maps suggestions. Street, city, state, and ZIP fill automatically.

Technicians see an interactive map on their dashboard with pins for each assigned job. Click a pin for details and a 'Navigate' link to Google Maps.

On the technician dashboard, click 'Navigate Route' to open Google Maps with multi-stop directions for all scheduled jobs.

Refer service businesses to Smarfle CRM via your unique referral link. When they sign up and become paying subscribers, you earn 15-25% recurring commission on their subscription revenue for 12 months, paid out monthly via Stripe Connect. Free to join, no minimums, no cap on referrals.

Three tiers based on currently paying referred customers: Growth (15%) is the default. Pro (20%) unlocks at 5 active paying customers. Elite (25%) unlocks at 15. Tier is based on quality (who's paying right now), not vanity (raw signups). Past commissions stay at the rate they were earned at; tier changes apply to future commissions only.

Instantly. When a referred business starts paying or cancels their subscription, your tier auto-recomputes within seconds via Stripe webhooks. A nightly cron at 4:30am UTC catches any missed events as a safety net. You'll get a celebration email when you bump up. Downward adjustments happen silently.

The referral cookie persists for 90 days. If someone clicks your link today and subscribes 60 days later, you still receive full credit.

Commissions are held for 30 days after each payment (refund protection), then become available for payout. A daily cron transfers available commissions to your connected Stripe Express account. Minimum payout: $1.00. Funds typically arrive in your bank 2-5 business days after the transfer.

If a customer's subscription invoice is refunded, your commission for that payment is automatically reversed. If the commission was already paid out, admin gets notified for manual claw-back. This keeps earnings accurate to actual retained revenue.

Yes. Your affiliate dashboard shows every referral, their subscription status, commission amounts, payout history, click attribution (UTM source, country, referrer), and tier progress. Filter by date, status, or campaign.

Consultants, agencies, industry bloggers, and anyone who regularly recommends software to service businesses. If you work with HVAC companies, plumbers, electricians, cleaners, or similar trades, this program is designed for you.