Features
Everything the agent does — and how you keep your hand on the wheel.
These are the real screens and capabilities of SMB Automate. Your agent handles the repetitive customer and back-office work; the app is where you watch it, shape it, and approve what matters. Nothing outbound leaves without your say-so.
01 — AI Assistant
A chat with your business's brain.
The assistant is a direct line to your agent. Ask it what's going on, have it draft a message in your voice, get a plain-English summary of the week, or tell it to take an action — which it tees up for your approval.
- Drafts replies, estimates and posts in your voice.
- Summarizes leads, jobs and numbers on demand.
- Takes actions only after you approve them.
Ask · draft · approve
“Draft an estimate for the Cotesworth job and text it to the customer.”
→ Agent prepares the draft and waits for your tap.
The pipeline board — the To Do column, with stage tabs across the top.
02 — Lead & job pipeline
Leads in one end, booked jobs out the other.
A Kanban-style board moves every lead through clear stages. The agent enriches each lead, drafts a branded estimate, texts the customer when you approve, drops the booking on your calendar, and carries it through to the invoice.
- Stages: To Do → Sending → Estimate Sent → Scheduled → To Bill.
- Each lead is enriched with property and contact detail automatically.
- Nothing advances past you — approval gates the outbound steps.
03 — Estimates & quotes
A consistent, branded estimate in seconds.
Point the agent at a request or a finished job and it produces a clean estimate — property details pulled in, services checked off, and every line priced by the rules you set. You read it, tweak it if you like, and approve.
- Prices computed by your rates, not guessed.
- Wording stays in your voice, on your branding.
- Consistent every time — no two-hour quote nights.
An auto-generated estimate — property data enriched, line items priced by your rules.
Synced with Google Calendar
04 — Scheduling & calendar
Bookings land where you already look.
Confirmed jobs, reminders and reschedules stay in sync with Google Calendar. The agent nudges customers ahead of time and handles the back-and-forth of moving an appointment.
- Two-way sync with Google Calendar.
- Automatic reminders cut no-shows.
- Reschedules handled without the phone tag.
05 — Customers
A customer list that builds itself.
Every job quietly feeds a directory of customers — deduplicated, searchable and editable. No spreadsheet to maintain, no double entries, no “what was that address again?”
- Built automatically from your jobs.
- Deduplicated so one customer is one record.
- Searchable and editable when you need to fix a detail.
Auto-built directory
Illustrative — your directory reflects your own jobs.
“Friendly reminder — invoice #1042 is due.”
Polite, on-schedule, and sent without you having to be the one to ask twice.
06 — Follow-ups
Overdue invoices get chased — not by you.
The agent sends automatic, polite payment reminders and nudges on a cadence, so money owed doesn't slip through the cracks while you're on a job. You stay the good guy.
- Automatic reminders on overdue invoices.
- Polite, on-brand wording every time.
- Fewer awkward “did you get my invoice?” calls.
07 — Reviews
Turn finished jobs into reputation.
SMB Automate helps you request and manage customer reviews on your Google Business Profile, so a good job today becomes a review that brings the next customer tomorrow.
- Review requests timed to completed jobs.
- Manages your Google Business Profile reviews in one place.
- Keeps your reputation growing between jobs.
Google Business Profile
Request, track and respond — without leaving the app or forgetting to ask.
09 — Insights & revenue
The numbers behind the work.
Analytics on your pipeline, revenue and performance show how the business is really doing — what's coming in, what's booked, what's billed — without a bookkeeping session.
- Pipeline and revenue trends at a glance.
- Performance over 7 / 30 / 90 days and all-time.
- Clarity on where the work — and the money — is.
Pipeline · Revenue · Performance
Windowed by 7, 30 or 90 days, or all-time — the shape of your business, without the spreadsheet.
“New lead · Nick Hoffman”
Tap it and land right on the card — nothing to hunt for.
10 — Push notifications
Know the moment something needs you.
Real-time alerts for a new lead, an estimate sent, something waiting on your review, or a new booking — each one deep-linked straight to the item so you act in one tap.
- Alerts for new leads, sends, reviews and bookings.
- Deep-linked to the exact card or screen.
- The signal to approve — right when it matters.
11 — Photos
Before, after, and every property in between.
Crew before/after photos and property photos attach to each job, so proof of work and site detail live right on the card — handy for estimates, disputes and social posts alike.
- Before/after photos captured by the crew.
- Property photos attached to the job.
- Proof of work, ready to reuse.
Property and before/after photos, attached right to the job card.
Your board. Your number. Your data.
Every business runs on its own branded configuration, fully isolated from every other.
12 — Multi-tenant / white-label
Your own app, not a shared one.
Each business gets its own branded app configuration — its own board, calendar, phone number and data — fully isolated from every other business on the platform.
- Branded to your business.
- Own board, calendar and phone number.
- Your data stays yours, isolated end to end.
Set up & run for you
A steady cadence
You approve the calendar — the agent handles the rest.
08 — Social media
Show up online without babysitting it.
The agent drafts and schedules social posts on a steady cadence. You approve the calendar in a couple of minutes instead of scrambling for something to post.