Platform Guides

Create your workspace and invite your team

From signing up to a fully configured workspace with roles, branding and billing in under ten minutes.

5 min read

Choose the right plan and pick your package tools

How standalone subscriptions, suites and tool picks work — and how to swap a pick later.

4 min read

Embed a widget on WordPress

Add any SmartFlo Systems widget to a page, post or your whole site using a Custom HTML block.

4 min read

Embed on Shopify, Webflow, Squarespace or custom HTML

Platform-by-platform placement for inline and floating widgets.

5 min read

Route planning playbook: from job list to dispatched drivers

Build optimised multi-drop routes, send driver links and capture proof of delivery.

6 min read

Voice quoting playbook: talk on site, send a priced proposal

Record the job, let AI draft Good/Better/Best tiers, and take a deposit on signature.

6 min read

Chargeback evidence playbook

Gather the right evidence in the right order and submit before the deadline.

5 min read

Lead routing and stage automations in PipelineAI CRM

Get every new enquiry to the right person with the right follow-up, automatically.

6 min read

Set up the meeting scheduler

Publish a booking page, control your availability, and turn bookings into deals.

4 min read

Webhooks and the universal capture snippet

Send leads in from any form or app, and push events out to your own systems.

6 min read

Send email from your own domain

Add the DNS records that make quotes, reminders and notifications land in the inbox.

5 min read