Help Center
Find answers, learn how features work, and get the most out of Smarfle CRM.
Getting Started
- Create your account and set up your business
- Add your first client
- Create a work order
- Invite your team members
- Import clients from CSV
Client Management
- Client statuses: lead, active, inactive, archived
- View client job and invoice history
- Import and export client data
- Send portal invitations to clients
Jobs and Scheduling
- Create and assign work orders
- Set up recurring work orders
- Use the calendar view
- Upload photos to work orders
- Track job status and activity
Invoicing and Payments
- Create an invoice from a work order
- Set up Stripe payments
- Configure recurring billing
- Download PDF invoices
- Track overdue invoices
AI and Communication
- Set up the AI call receptionist
- Configure SMS notifications
- Set up email notifications
- Use AI to draft messages
- Request Google reviews after jobs
Team and Permissions
- Roles: owner, manager, technician, client
- Invite and remove team members
- What managers can and cannot do
- What technicians can and cannot do
Reports and Data
- Revenue and job completion reports
- Technician productivity reports
- Export data to CSV
- GBP grid rank tracking
Settings and Billing
- Update company information
- Manage your subscription
- Set up branches for multiple locations
- Configure your landing page
Maps and Routing
- Enable Google Maps address autocomplete
- Use the technician dispatch map
- Plan multi-stop routes
Can't find what you're looking for?
Reach out to our team and we'll get back to you within 24 hours.