Invented by custom installers, for custom
installers.
Proposals • People • Profits

THE RIGHT TOOLS TO HELP YOUR BUSINESS GROW

Create stunning proposals quickly, order products, schedule work and invoice clients
anywhere, anytime, on any device with SmartOffice Online.

Zero setup time

ZERO SETUP

Don't waste time entering and maintaining data. Let us do it for you.

Create custom proposals

STUNNING PROPOSALS

Customize one of our beautifully designed templates with your logo and present a proposal that wins customers.

Quickly order needed products

PRODUCT ORDERING

Quickly order by phase, make or a combination. Create purchase orders for projects in minutes.

Create and Schedule appointments

PROJECT SCHEDULING

Create appointments, schedule work orders and service calls that integrate with Google Calendar.

Create invoices instantly

INVOICING

Create progress invoices, time and material or change orders instantly and easily integrate with Quickbooks Online.

Customer success representatives available

CUSTOMER SUCCESS

Representatives are available to chat, email, speak on the the phone or meet online to help you.

FROM OUR CLIENTS

"I am LOVING your product. It KICKS ASS!!! I’ve used other products in the past and find your
solution much simpler and more intuitive to use.

Ben Clay - Soule Life.

image of Ben

PRICING

Pick the appropriate plan for each team member's role to maximize efficency in your organization

Installing FIELD $200per year
or pay $20/mo
  • Time Tracking
  • Payroll, Office, Travel, and Work Order Timers
  • Image Notes
  • View Work Orders
  • Complete Task
  • Google Calendar Integration
  • Notes
  • View Project
  • View Contacts
Selling SALES $500 per year
or pay $50/mo
  • zeroSETUP
  • Online Curated Product Library
  • Create Proposals
  • Create Change Orders
  • Contact Management
  • Google Drive Integration
Doing CORE $750 year
or pay $75/mo
  • All Sales Plan Features
  • Work Orders
  • Scheduling
  • Purchasing or Purchase Orders
  • Invoicing
Managing BUSINESS $1,250 per year
or pay $125/mo
  • All Core Plan Features
  • Inventory Management
  • Time Tracking Management
  • Automated QuickBooks Desktop and QuickBooks Online Integration
  • Reports
  • User Privileges
EXAMPLE: 10 Person Company $3,300 Annually or $330 Monthly 1 Business Plan ($1,250/$125), 1 Core Plan ($750/$75), 1 Sales Plan ($500/$50), 4 Field Plans ($200/$20)

Try all the features of smartOFFICE with your whole team free for 30 days.

START FREE TRIAL
Examples of proposals that can be created with Smart Office.

PROPOSALS

Close sales with visually beautiful proposals
created in minutes. Spend more time selling
and less time proposing.

Smart Office user logging into mobile app.

PEOPLE

It’s great to have everyone in your organization
working together. No more wasteful trips to job sites.
Less emails, voicemails, texts, phone conversations
and meetings. Close deals, invoice and manage your
business wherever you are. Anywhere, anytime on
any device.

Business man displaying invoice created using Smart Office online

PROFITS

Know a job is profitable at the beginning, middle
and especially at the end of a project.
Proposal, purchases, time-tracking, change orders
and invoices in one, fast, easy, solution.