From site survey to paid in full on one job
Survey on a phone, quote in minutes, take the deposit, sign the job off on site and collect the balance by QR — every step on the same JOB number.
Trades usually re-type the same customer into four apps. In SmartFlo the survey becomes the quote, the signed quote becomes the job, the sign-off collects the balance, and the CIS invoice is ready — each app also works on its own if that's all you need.
The journey
- Survey. Photos with mark-up, measurements and voice notes on any phone, even with no signal; survey fees can be taken up front.
- Quote. Good / better / best options, payment terms and e-signature; the deposit is paid by card on acceptance.
- Install & sign off. The fitter completes the checklist, photos and customer signature; the completion certificate is emailed instantly.
- Get paid. The customer scans a QR to pay the balance by card — the ledger only shows money once it has landed.
- Invoice. CIS invoices and deduction statements generated with the right rate for each subcontractor.
The apps that carry the job
Your surveyor photographs the site on their phone, signal or no signal, and AI reads every shot for defects, risks and the materials the job will need — then the quote writes itself.
See how it worksMessy brief in, signed and part-paid proposal out — margins applied automatically.
Dispatch a job, and your fitter captures photos, checklists and the customer's signature on their phone — signal or no signal.
Invoice a main contractor from the van in under a minute — labour, materials and the CIS deduction split correctly.
The CRM your whole business runs from: every customer, enquiry, quote and job in one place, with AI agents that never clock off.
See how it worksWhat it costs
| Option | Price | What you get |
|---|---|---|
| A single app | £19 – £49 / month | Just quotes, or just sign-off |
| Sales Suite | £119 / month | Surveys, quotes, sign-off, CIS invoicing and WhatsApp, CRM Starter free |
| All-Access Full Suite | £249 / month | Every app at its top tier, CRM Pro free |
Common questions
Do I need every app?
No. Each app works on its own. When you have more than one, they share the job automatically.
How are deposits and balances paid?
By card through your own Stripe account — deposit on quote acceptance, balance by QR on sign-off.
Does it handle CIS?
Yes. CIS Invoicer applies the correct deduction and produces monthly statements.
One job number from call to cash
Every app has a live, hands-on preview on its own page, and every app works completely on its own — no other SmartFlo app, plan or add-on required.