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How It Works
From first client to final payment — one connected workflow.
Smart-BizFlow keeps the whole customer journey connected — client, proposal, job, invoice, payment — so every step feeds the next and nothing falls through the cracks.
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“I can help with any step.”
- 1
Add your clients
Keep customer information and contacts together. Every client record holds the company details, up to three named contacts, and a running history of the work you’ve done together.
You can do this manually — or simply ask Kia. “Add a client — Joe’s Plumbing, contact Joe at joe@joesplumbing.com.”
- 2
Create and send a proposal
Build the scope and the pricing with itemized line items and add-ons, then send a branded email your customer can accept — with a clean PDF for their records.
You can do this manually — or simply ask Kia. “Create a proposal for Verde Trattoria — website redesign, $4,500 — and send it.”
- 3
Turn approved work into a Job
An accepted proposal becomes a job in seconds. Schedule it, assign your team, and watch it move across the pipeline from scheduled to in progress.
You can do this manually — or simply ask Kia. “Turn the accepted proposal into a job next Tuesday at the Cedar Street site.”
- 4
Complete the work
Work the checklist, attach photos and notes, and mark the job done. Smart-BizFlow can thank your customer and prompt a review — automatically.
You can do this manually — or simply ask Kia. “Complete the Northgate job and invoice them.”
- 5
Create and send the invoice
Line items determine the total — always. Send a branded invoice email with an online payment link, and the money deposits directly into your own Stripe account.
You can do this manually — or simply ask Kia. “Invoice Northgate for the fence repair — materials and labor.”
- 6
Stay on top of what comes next
Reminders attached to your records, recurring invoices on schedule, and Kia’s daily view of your business keep everything moving without you chasing details.
You can do this manually — or simply ask Kia. “What needs my attention today?”