Moving your company onto SmartyBuild.
Changing the system a company runs on is a real decision, so here is exactly what it involves — what we do, what you do, and the one thing worth starting on day one.
The steps
A call first
We walk through SmartyBuild with your company in mind and tell you which plan fits — or that it does not.
Your own installation
When you sign up, your company gets its own copy of SmartyBuild and its own database. You invite your team.
Connect your accounts
Payments, phone, bank feed and Google sign-in. Each one has a copy-paste guide inside Settings.
Bring your data over
Leads, contacts and your own forms. We help with this on every plan.
What you connect, and why it stays yours
SmartyBuild never holds your clients’ money or your phone numbers. You connect your own accounts, so they stay in your name if you ever leave.
| Account | What it does in SmartyBuild |
|---|---|
| Helcim (card and bank payments) | Clients pay invoices by card or bank transfer. Money settles to your bank account, never through us. If you do not have an account yet, we show you how to open one. |
| Twilio (phone and text) | The browser dialer, call recording, transcripts, and texting with clients from your own numbers. |
| Your bank (live feed) | Transactions come in so payments can be matched and marked Received — the piece that makes the numbers true. Included in the price. |
| Google Workspace | Staff sign in with Google; appointments go on their calendars; contacts can be imported; alerts can go to your team’s Google Chat. |
| Your website | Lead forms built in SmartyBuild that you embed on your own site, so new leads land straight in the pipeline. |
Start business texting on day one. US carriers require every company that texts customers from software to register (it is called A2P 10DLC). Carrier review usually takes a few weeks and is out of anyone’s hands, so we start it the day you sign up. Calls, email and everything else work in the meantime.
What comes over
- Leads — import a spreadsheet (CSV) from your current CRM straight into the pipeline.
- Contacts — import them from Google so you do not start from an empty address book.
- Your paperwork — upload the PDF contracts and forms you already use; each becomes a live template that fills itself from the job.
- Your terms and settings — your payment methods, roles, permissions and notification rules, set the way your company works.
- Jobs already in progress — we talk through the best way to bring open jobs across on the call, because it depends on how many you have and where they are.
A sensible way to cut over
- Start new leads in SmartyBuild first. Sales sees the benefit within days.
- Sign new contracts in SmartyBuild, so every new job starts life there, with its payment schedule.
- Bring subcontractors onto the sub portal as their next job starts.
- Retire the old tools once the last job that lives in them closes.
And if you leave
You can export your data at any time while your account is active, and for 30 days after it ends. Your payment, phone and bank accounts were always yours. And for the first 30 days, there is a money-back guarantee.
Talk it through with us
Tell us what you use today and how big your office is, and we will tell you honestly what switching would look like for your company.