Most customers feel pressured by traditional "pushy" sales tactics. Smart Plan changes the dynamic by involving the customer in the planning process. By building the maintenance plan together—adjusting service frequencies and budgets in real-time—the customer feels ownership over the plan. When they help build it, they are significantly more likely to say "yes."

What used to take hours of manual data entry and formatting now takes minutes. Smart Plan allows you to input site survey data directly into the platform, which then automatically generates a professional, branded proposal. You can send it to the customer for a digital signature before you even leave the job site.

Smart Plan is designed to complement your current workflow. While it handles the "front-end" of the relationship (planning, proposals, and signatures), our team can help you sync your data or export information to ensure your field service management software and accounting tools stay up to date.

Our built-in AI analyzes your equipment data and site history to generate optimized task sheets and budget forecasts. It helps you identify which units are most likely to fail soon, allowing you to provide "intelligent insights" to your customers. This positions you as a proactive consultant rather than just a repair technician.

Yes! Every Smart Plan subscription includes a Customer Portal. Your clients get 24/7 access to view their active proposals, track their maintenance history, and sign new contracts digitally. This transparency builds massive trust and reduces the time you spend answering basic status questions over the phone.

Sign up with just your email - no credit card required. You get full access to all Professional plan features. If you love it, choose a plan. If not, no charge.

Add as many users as you need. Each user is billed at your plan rate.