Connected SMB

Connected SMB Portal – Complete Business Management for Service Professionals Connected SMB Portal is an all-in-one mobile business management solution built for electricians, plumbers, HVAC contractors, and other service professionals. Manage appointments, jobs, customers, quotes, invoices, technicians, and daily operations from one connected platform. Appointment Management Manage service requests and appointments from one place. Create appointments from service or quote requests, view technician availability, and organize schedules with calendar, map, and list views. Reschedule or cancel appointments with configurable policies, monitor technician locations with GPS tracking, and support customer preferences for Morning, Afternoon, Evening, or Night appointments. Job Management Track every job from start to completion. View customer details, job information, purchase summaries, appointments, quotes, invoices, and recent communication activity in one place. Keep your team updated and complete jobs efficiently. AI-Powered Business Assistants Use AI to simplify everyday business tasks. The Financial Assistant helps generate invoices through conversational AI, while the Appointment Manager helps schedule services using natural language. Access searchable chat history and support multiple currencies with automatic formatting. Today's Activities Stay organized with an optimized daily schedule. View appointments, job start times, estimated durations, customer details, and travel distances. Quickly access customer communication tools to manage your day efficiently. Customer Management Manage complete customer profiles with service history, purchase information, upcoming appointments, and interaction records. Search and filter customers using Recent and Favorites views. Communicate through integrated chat, call, and email while tracking customer intent and interactions. Quotes and Estimates Create professional estimates with AI-powered quote assistance. Select customers and service locations, add Labor, Materials, and Miscellaneous costs, and view real-time cost calculations. Filter and export quotes by date or status, track quote progress, and convert quotes into appointments or invoices. Invoice Management Manage invoices from creation to payment. Automatically generate invoice numbers, create and deliver invoices quickly, filter by customer, date, and payment status, and monitor payments in real time. Export invoice data for accounting and synchronize with QuickBooks and Xero. Team Management Manage technicians and staff through a centralized team directory. Use role-based access for Technician, Admin, Front Desk, and Finance. Search team members, manage contact information, and maintain individual profiles. Service History Keep a complete record of completed services and appointments. Review technician assignments, ratings, service duration, locations, and previous work for better service quality and customer support. Business Configuration Customize the platform to match your business. Manage branding, themes, business information, currency, Smart Tips, appointment and service statuses, invoice and quote workflows, and custom roles with granular permissions. Configure AI voice experiences, IVR options and routing, business and technician schedules, and holidays. Why Connected SMB Portal? Connected SMB Portal is designed specifically for small and medium-sized service businesses. No technical expertise is required. AI-powered automation helps reduce administrative work while connected tools make it easier to manage customers, technicians, jobs, schedules, quotes, and invoices from anywhere. With powerful business management features and enterprise-grade security, Connected SMB Portal helps service professionals stay organized, improve efficiency, and grow business. Download Connected SMB Portal today and take control of your service business with intelligent automation and connected business management.