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SmartQT Account
Your business at a glance
Keep your quotes, invoices, and customers organized.
● Cloud connected
Saved estimates
0
Saved invoices
0
Paid invoices
$0.00
Outstanding invoices
$0.00
GET TO WORK
What would you like to do?
Build a customer-ready quote in just a few taps.
LATEST ACTIVITY
Recent records
Your saved estimates and invoices will appear here.
Monthly money tracker
Track your income goal and expenses in one place.
Payments recorded
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Expenses recorded
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Estimated cash profit
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Payments minus expenses you recorded. This is a simple cash overview, not a full accounting or tax report. Unpaid invoices and internal quote costs are excluded. Record each actual expense once.
Payment dates to review
Add expense
Expenses for selected month
Expenses and goals save to your signed-in cloud account. Bank connections are not included.
Overview reflects invoices and estimates saved to this account; totals are not full accounting reports.
Business tools
Keep potential customers, upcoming work, and your records together.
Lead tracking
Save potential customers and follow-up dates. This tracks leads you enter; it does not find new customers or send reminders.
Upcoming jobs
A simple dated work list. No automatic texts, calendar sync, or conflict checking.
Customer history
Customers saved with your quotes and invoices. Open a customer to see their records. Leads remain separate until you save a quote.
Spreadsheet exports
Download CSV files to open in Excel, Google Sheets, or Numbers.
Invoices, estimates, customers, leads, and jobs export all loaded records for this account. Expenses, payments, and the cash summary use the selected month. Payments are full paid invoices with a recorded payment date. Undated paid invoices are excluded. Exports contain customer information; share them carefully.
Business Settings
Customer & Property
Choose Your Trade
Each trade has its own calculator while keeping the same estimate → invoice workflow.
Lawn & Landscaping Estimate
Enter a flat price, then add any extra services below.
Save a custom service below to reuse its price on future jobs.
Assumptions: each door subtracts 20 sq ft and each window subtracts 15 sq ft. Gallons round up to whole gallons. Coverage is adjustable for the actual paint being used.
⚡ Tap to add common services
Set your own prices below. Tap a service to add it to this quote. Your standard prices are remembered on this device.
My service prices
Custom services & extras
Add any service with your own price. Works for every trade.
Optional: enter labor and materials costs to see estimated gross profit. These costs stay off customer documents.
SmartQT suggests wording from the selected services. Review and edit it to match the actual agreed work.
Customer-Ready Estimate
Build an estimate above.
Status: Draft
Invoice
Create an estimate, then convert it to an invoice.
Saved Estimates
Saved Invoices
Customers, estimates, and invoices are saved to your SmartQT cloud account.
