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Everything in the box

Every feature, sorted by job stage.

104 features

Quotes, scheduling, invoicing and payments, sorted by job stage.

Win the job

Customer capture, quotes and your booking page.

25 features

  • Quotes from services and partsBuild each quote from your service and part lines. The total is the price you quote.

    Add saved services, parts from your list, or a one-off charge like a trip fee, each with a quantity. The invoice later starts from the same lines.

    On screen: “Services & parts”, “Add service”, “Add part”, “One-off item”

    A new job for Megan Torres priced in lines: Car key replacement, 1 × $225.00; Remote head key, part, 1 × $85.00; Trip charge, 1 × $45.00. Total before tax $355.00, work time 60 min. Save as Quote and Schedule job.
  • Your own booking pageCustomers pick a service, an address, a day and an arrival window. No customer account.

    The page leads with your business name and phone number. Every online booking comes to you as a request for you to accept.

    On screen: “Book a visit”, “Select a date & time”

    A phone notification, New request: House lockout, Jordan Ellis, Tue, Oct 13, 9 AM to 11 AM, drops over the customer's booking page, which shows Request sent: Keystone Mobile Lock will confirm by Mon 5:05 PM, and you'll get an email either way.
  • Online times you can makeEach offered window is checked against your jobs, your drive time and your Google Calendar.

    Before a time is offered, smithworks tests it against your other jobs, held requests, traffic-aware drive time there and back, and the work time. Busy time counts when Google Calendar is connected.

    On screen: “Drive time is checked for every request.”

    The booking page calendar for October 2026 with Tuesday the 13th picked, in Central Time, and six two-hour arrival windows: 7 AM to 9 AM through 5 PM to 7 PM. Each time is an arrival window; the work may finish after it ends. A link reads None of these work? Request another time.
  • Accept or decline requestsOnline bookings wait in a Needs acceptance box on Today, with the window held while you decide.

    Open a request to Accept or Decline it. To offer a different time, tap Edit, change it, then Save & accept.

    On screen: “Needs acceptance”, “Accept”, “Decline”, “Save & accept”

    The Today screen for Friday, October 2, with 4 jobs. A week strip with the 2nd selected, a Quotes 3 button, and a banner: 1 request needs acceptance, Chris Park, house lockout, Oct 5, declines in 2d 12h. Below, the day grid from 4 PM: Darnell Brooks, arrive 4:00 to 6:00 PM, smart key fob programming, then a checked-off Megan Torres job, arrive 6:00 to 8:00 PM, car key replacement, with the current-time line between them.
  • Customer first, then the jobSearch by name or phone, or add someone new with a name and a valid US phone.

    Save & select customer stores them right away, so the customer stays saved even if you leave the job unfinished.

    On screen: “Name or phone · search or add”, “Save & select customer”

    The New customer form: Name and phone are required. Your customer stays saved even if you leave the job unfinished. The name Dee Brooks and a phone number are typed, and a Possible existing customer box says this phone or email is already on a customer record, with a Use Darnell Brooks button. Save & select customer at the bottom.
  • Quotes you book laterSave a quote without picking a time. Open quotes wait in one searchable list under Today.

    Quotes are listed most recently updated first, with customer, services and price. Waiting on a customer or a part? Save it now and schedule it later.

    On screen: “Save as Quote”, “Update quote”, “Quotes”

    A new job for Megan Torres priced in lines: Car key replacement, 1 × $225.00; Remote head key, part, 1 × $85.00; Trip charge, 1 × $45.00. Total before tax $355.00, work time 60 min. Save as Quote and Schedule job.
  • Quote to job, no retypingTap Schedule job on a quote, pick a window, and the same record becomes the job.

    The lines, customer and vehicle carry over, and the quote leaves the Quotes list. A quote needs at least one service before it can be scheduled.

    On screen: “Schedule job”

    A saved quote for Hannah Schultz: Deadbolt installation, 4 × $140.00, $560.00, and the part Schlage B60 deadbolt, 4 × $65.00, $260.00. Total before tax $820.00, work time 240 min. Update quote and Schedule job.
  • Service area checkOnline times are offered only for addresses inside your service radius.

    The radius is measured in a straight line from your base, 25 miles unless you change it. Address suggestions center on your base, so the page never asks for the customer's location.

    On screen: “This address is outside the service area.”

  • Requests that close themselvesA countdown shows how long you have to answer. If time runs out, the request declines itself.

    You choose from 12 hours to 3 days. A request always closes at least an hour before its window, the time frees up, and the customer gets a polite email.

    On screen: “Declines in 5h”, “Declined automatically · no answer in time”

    The Today screen for Friday, October 2, with 4 jobs. A week strip with the 2nd selected, a Quotes 3 button, and a banner: 1 request needs acceptance, Chris Park, house lockout, Oct 5, declines in 2d 12h. Below, the day grid from 4 PM: Darnell Brooks, arrive 4:00 to 6:00 PM, smart key fob programming, then a checked-off Megan Torres job, arrive 6:00 to 8:00 PM, car key replacement, with the current-time line between them.
  • Booking rules you setSet your service radius, window length, how far ahead, the earliest day and online hours.

    Settings > Online booking also sets how long you have to answer requests, and optional online booking hours for each weekday.

    On screen: “Service radius (miles)”, “Earliest online booking”, “Answer requests within”, “Online booking hours”

    The Online booking sheet: Share booking link and Preview booking page buttons, then a Ready to share checklist: online booking is on, services customers can book, online booking hours 6 days a week, and Google Calendar connected (recommended, not done yet). The service radius is 30 miles.
  • Customers hear back by emailCustomers get a Request received email, and a polite note with other times if you can't make it.

    After booking, the page tells the customer when you'll answer by. If you decline or time runs out, the email apologizes and offers Choose another time and your number.

    On screen: “Request sent”, “Choose another time”

    A phone notification, New request: House lockout, Jordan Ellis, Tue, Oct 13, 9 AM to 11 AM, drops over the customer's booking page, which shows Request sent: Keystone Mobile Lock will confirm by Mon 5:05 PM, and you'll get an email either way.
  • New-request email to youEach online request emails you the service, window, address, vehicle and the customer's notes.

    Reply to reach the customer. Open request opens it in the app, and when there's time, a reminder comes three hours before an unanswered request declines.

    On screen: “Open request”

  • Phone alerts for requestsA new online request pops up on your phone. Tap it to accept or decline.

    The app asks once to allow notifications. When there's time, an Answer soon alert comes three hours before a request declines. Signing out stops alerts on that phone.

    On screen: “Booking requests”

    A phone notification, New request: House lockout, Jordan Ellis, Tue, Oct 13, 9 AM to 11 AM, drops over the customer's booking page, which shows Request sent: Keystone Mobile Lock will confirm by Mon 5:05 PM, and you'll get an email either way.
  • Duplicate customer checkEnter a phone or email already on file and smithworks points you to the existing customer.

    When you're adding someone from a job, Use picks the existing record, so their history stays in one place.

    On screen: “Possible existing customer”

    The New customer form: Name and phone are required. Your customer stays saved even if you leave the job unfinished. The name Dee Brooks and a phone number are typed, and a Possible existing customer box says this phone or email is already on a customer record, with a Use Darnell Brooks button. Save & select customer at the bottom.
  • Saved address fills the jobPick a customer and their saved service address is already on the new job.

    Switch the customer on an existing job and smithworks asks before using the new customer's saved address, so a job never quietly takes the wrong location.

    On screen: “Use the customer's saved address?”, “Keep job address”

    Edit job after switching the customer to Luis Herrera: a box asks Use the customer's saved address? 3600 Presidential Blvd, Austin, with Use saved address and Enter another address. The arrival window timeline shows Megan Torres's job right after this one.
  • Add from phone contactsPick one person from Android's contact list. Only the name and number you tap come back.

    smithworks doesn't ask for contacts permission and never sees your contact list.

    On screen: “Add from phone contacts”

    The New customer form with an Add from phone contacts button and the note: Only the person you pick is shared. smithworks never sees your contact list. Below are customer name, company, phone, alternate phone and email fields, and Save customer.
  • Last job's address, reusedNo saved address? New jobs and quotes use the address from the customer's most recent job.
    A new job for a repeat customer, Jordan Ellis: with no service picked yet, the service address, 1500 E 6th St, Austin, is already filled in.
  • Parts-only quotesPrice parts before the work is decided. The quote is listed as Parts only.

    Work time stays hidden until you add a service, and scheduling still asks for at least one service.

    On screen: “Parts only”, “Add a service to schedule this job.”

    The Quotes list: Unbooked jobs. Keep the details here until you're ready to schedule. A New quote button, a search box, and three quotes: Marcus Bell, parts only, $98.00; Hannah Schultz, deadbolt installation, $820.00; Maria Delgado, commercial lock change, $783.00.
  • Choose what's bookable onlineMark each service bookable online or manual only. Customers see its work time and starting price.

    Multi-day work always stays manual.

    On screen: “Available for online booking”, “Manual only”

    The customer booking page for Keystone Mobile Lock in a phone browser: Book a visit, a Locked out right now? box with the phone number and Request urgent service, then Choose a service with Car key replacement selected (about 60 min, from $225.00), Smart key fob programming, Rekey locks, Deadbolt installation and House lockout.
  • Customers add their vehicleOn automotive services, customers can look up a VIN or pick year, make and model.

    Vehicle details are optional for the customer. When they fill them in, you know the car before you roll.

    On screen: “Vehicle details”, “Look up”

    The booking page's optional Vehicle details: the customer entered VIN 4T1B11HK0KU294718 with a Look up button, and the year 2019, make TOYOTA and model Camry are filled in.
  • Locked out right now?Customers who can't wait can call you or send an urgent request without a set time.

    If no window suits, they can ask for a callback, clearly marked as a request, not a confirmed appointment.

    On screen: “Locked out right now?”, “Request urgent service”, “Request a callback”

    The customer booking page for Keystone Mobile Lock in a phone browser: Book a visit, a Locked out right now? box with the phone number and Request urgent service, then Choose a service with Car key replacement selected (about 60 min, from $225.00), Smart key fob programming, Rekey locks, Deadbolt installation and House lockout.
  • No dead ends for customersWhen times can't be offered, the page says why and points customers to your number.

    If drive time can't be checked, no times are shown and customers can send a request instead, so they never see a time you can't make.

    The booking page calendar for October 2026 with Tuesday the 13th picked, in Central Time, and six two-hour arrival windows: 7 AM to 9 AM through 5 PM to 7 PM. Each time is an arrival window; the work may finish after it ends. A link reads None of these work? Request another time.
  • Junk booking protectionA hidden bot trap, hourly limits, a daily cap and duplicate-safe sending cut down junk requests.

    Each business takes up to 40 online requests a day, and each phone number up to three open requests. A request sent twice is saved once.

    The booking page's Enter details step filled in by the customer: name Jordan Ellis, a phone number, an Email field and the note Locked out of the back door. Dog inside, friendly. Your details are shared with Keystone Mobile Lock to arrange and complete your service. A Request this time button sits below.

Plan the day

Arrival windows, drive time and your calendar.

24 features

  • Today: your day gridEvery job, its promised window and its work time on a 24-hour grid, with a line at now.

    Each card shows the arrival window, customer, services, address, estimated start and minutes of work.

    On screen: “Today”, “ARRIVE”, “Est. start”

    The Today screen's morning: Kevin O'Connor, arrive 8:00 to 10:00 AM, commercial lock change at 301 Congress Ave, estimated start 8:00 AM, 90 min; then Tom Nguyen, arrive 10:00 AM to 12:00 PM, rekey locks, estimated start 10:06 AM, 45 min. Each job sits inside a shaded band the length of its arrival window. A request banner for Chris Park is at the top.
  • Promised arrival windowsEach scheduled job carries a promised arrival window, like 9 to 11 AM.

    The window is when you arrive; the work can run past it. Tap the window on the job to move or resize it. Emergency jobs are booked for now instead.

    On screen: “Arrival window”, “Choose an arrival window”

    The Today screen's morning: Kevin O'Connor, arrive 8:00 to 10:00 AM, commercial lock change at 301 Congress Ave, estimated start 8:00 AM, 90 min; then Tom Nguyen, arrive 10:00 AM to 12:00 PM, rekey locks, estimated start 10:06 AM, 45 min. Each job sits inside a shaded band the length of its arrival window. A request banner for Chris Park is at the top.
  • Drive time in every planTraffic-aware drive time from your base or the last job sets an estimated start inside each window.

    Your travel safety buffer is added too. New jobs fit in without reordering the work you already have, and emergency and multi-day jobs keep their fixed times.

    On screen: “Estimated start”, “Base address”

    The Today screen's morning: Kevin O'Connor, arrive 8:00 to 10:00 AM, commercial lock change at 301 Congress Ave, estimated start 8:00 AM, 90 min; then Tom Nguyen, arrive 10:00 AM to 12:00 PM, rekey locks, estimated start 10:06 AM, 45 min. Each job sits inside a shaded band the length of its arrival window. A request banner for Chris Park is at the top.
  • Google Calendar busy timeBusy time from your Google Calendar shows on your day and gets planned around. Titles never show.

    smithworks asks Google only for free/busy time and a calendar it creates itself, so it can't read your event details. Connect, reconnect or disconnect in Settings.

    On screen: “Google Calendar · Busy”, “Other calendar events aren’t shown.”, “Connect Google Calendar”

  • Next job: Navigate, CallThe next job on Today is highlighted, with Navigate and Call buttons right on the card.
    Friday, October 2 on the Today screen, now with 5 jobs: Darnell Brooks, arrive 4:00 to 6:00 PM, the checked-off Megan Torres job, arrive 6:00 to 8:00 PM, and the next job, Marcus Bell, arrive 7:15 PM, deadbolt installation, shown in green with round Navigate and Call buttons. Marcus Bell's window overlaps Megan Torres's, so the two sit side by side. The current-time line runs just before 7 PM.
  • Next open window, suggestedPick a service and smithworks suggests today's next open window, around your jobs and busy time.

    If nothing is left today, it says so and lets you pick a time; overlaps are allowed.

    The Arrival window picker for Friday, October 2: Darnell Brooks is booked to arrive 4:00 to 6:00 PM, and the new job, Car key replacement, 60 min, sits in a 6:00 to 8:00 PM window with a handle at each end. Below: 2-hour window, no job overlap; external availability may be incomplete. Set exact times and 1h, 2h, 4h buttons.
  • Drag the window to fitSee the day with your jobs and busy time, then drag or stretch the arrival window.

    Pick 1h, 2h or 4h, change days, or set exact times.

    On screen: “1h”, “2h”, “4h”, “Set exact times”

    The Arrival window picker for Friday, October 2: Darnell Brooks is booked to arrive 4:00 to 6:00 PM, and the new job, Car key replacement, 60 min, sits in a 6:00 to 8:00 PM window with a handle at each end. Below: 2-hour window, no job overlap; external availability may be incomplete. Set exact times and 1h, 2h, 4h buttons.
  • Overlaps flagged, not hiddenA window that overlaps another job or busy time shows a warning that names it.

    A booked job whose work overlaps another smithworks job is tagged Needs review, with the reason.

    On screen: “Needs review”

    Friday, October 2 on the Today screen, now with 5 jobs: Darnell Brooks, arrive 4:00 to 6:00 PM, the checked-off Megan Torres job, arrive 6:00 to 8:00 PM, and the next job, Marcus Bell, arrive 7:15 PM, deadbolt installation, shown in green with round Navigate and Call buttons. Marcus Bell's window overlaps Megan Torres's, so the two sit side by side. The current-time line runs just before 7 PM.
  • Work time adds itself upEach service's time times its quantity. Three rekeys at 60 minutes is 180.

    Parts add no time, and driving is planned separately. Tap Work time to set it yourself, from 5 to 720 minutes.

    On screen: “Work time”

    A new job for Megan Torres priced in lines: Car key replacement, 1 × $225.00; Remote head key, part, 1 × $85.00; Trip charge, 1 × $45.00. Total before tax $355.00, work time 60 min. Save as Quote and Schedule job.
  • Emergency, scheduled, multi-dayEach service is Emergency, Scheduled or Multi-day. Emergency jobs start now, with an ETA from where you are.

    smithworks warns when an upcoming customer's window may run late. Start and navigate saves the job and opens directions.

    On screen: “Emergency”, “Scheduled”, “Multi-day”, “Start and navigate”

    A new emergency job, Car lockout, $95.00, work time 30 min. When: Now, Emergency, ETA 42 min from current location, arrive about 5:32 PM, with Refresh ETA and Schedule for later instead. The main button reads Start and navigate.
  • Multi-day jobsFor bigger installs, set the first and last day, a daily start time and hours per day.

    A preview strip shows the plan and notes any other work on those dates.

    On screen: “First day”, “Last day”, “Start each day”, “Hours per day”

    A new multi-day job, Commercial lock change, $185.00, work time 90 min: dates October 2 to October 3, 2026, shown on a day strip, starting each day at 8:00 AM with 8 hours per day.
  • Jobs on your Google CalendarScheduled jobs go on a separate smithworks appointments calendar, with the arrival window in each event.

    Each event carries the service, customer and address. Multi-day jobs repeat daily, and cancelled jobs are removed.

    On screen: “smithworks appointments”

  • Confirmations and remindersCustomers with an email get a confirmation when you book and a reminder the day before.

    The email gives the arrival window, estimated work time, address and your number. Jobs booked more than a day out get the reminder 24 hours before the window.

  • Confirmations with a calendar inviteA designed confirmation email with a calendar invite the customer can add in one tap.

    Moving the job sends a new confirmation that updates the same calendar event.

    On screen: “You’re booked.”

  • Week strip and month pickerDots mark the days with jobs. Swipe between weeks, or tap the date for a month calendar.

    On screen: “Choose date”

    The Today screen for Friday, October 2, with 4 jobs: a week strip with the 2nd selected and a Quotes 4 button. The day grid from 4 PM: Darnell Brooks, arrive 4:00 to 6:00 PM, smart key fob programming at 4001 S Lamar Blvd, estimated start 4:00 PM, 60 min; then a checked-off Megan Torres job, arrive 6:00 to 8:00 PM, car key replacement at 2200 South Lamar Boulevard. Each job sits in a shaded band the length of its arrival window, and the current-time line runs just before 7 PM.
  • New job from anywhereThe green + opens New job from every main screen. Or hold an empty time on Today.

    Holding an empty slot starts the job with that arrival window filled in.

    On screen: “New job”

    A new job started by holding an empty slot late in the evening: the arrival window is already set to Fri, Oct 2, 9:30 to 11:30 PM, shown on a mini timeline after Megan Torres's job. Customer, Add service and Add part are still empty; Schedule job waits for a service.
  • Status in wordsScheduled, Completed, Cancelled or Needs review, written out instead of color-coded.

    Jobs that haven't uploaded yet say so: Saved on phone · Sync pending.

    On screen: “Scheduled”, “Completed”, “Cancelled”, “Needs review”

    Job details for Darnell Brooks, smart key fob programming, marked Scheduled. Arrival window 4:00 to 6:00 PM, Friday, October 2, 60 min of work, estimated start 4:00 PM, Check driving time, the address and phone, Navigate and Call buttons and a green Finish job button. Vehicle: 2020 Chevrolet Silverado 1500 with its VIN. Notes: Spare fob for Silverado.
  • Check drive time from hereTap Check driving time on a job to see the drive from where you're standing.

    smithworks reads your location once, only when you tap, and never tracks you in the background.

    On screen: “Check driving time”

    Job details for Kevin O'Connor, commercial lock change, Scheduled: arrival window 8:00 to 10:00 AM, Friday, October 2, 90 min of work, estimated start 8:00 AM, 15 min from current location, checked 4:48 PM. Navigate, Call, Finish job and the note Suite 900. Ask for building engineer at the loading dock.
  • Edit, reschedule, cancelChange the window, address, vehicle or notes. Agreed price lines stay as agreed.

    Cancel job asks once, then takes the job off your schedule.

    On screen: “Edit job”, “Save changes”, “Cancel job”

    Edit job for Darnell Brooks: the service Smart key fob programming, 60 min, and the arrival window Fri, Oct 2, 4:00 to 6:00 PM on a mini timeline (2-hour window, 60 min of work, tap to move or resize), then the vehicle: 2020 Chevrolet Silverado.
  • Buffers around meetings and drivesA calendar buffer keeps you from arriving the minute a meeting ends. A travel buffer pads drives.

    The external calendar buffer is 30 minutes unless you change it.

    On screen: “External calendar buffer (minutes)”, “Travel safety buffer (minutes)”

    The Working hours sheet: time zone Central, working days Monday to Saturday, start 7:00 AM, finish 7:00 PM, a travel safety buffer of 15 minutes and an external calendar buffer of 30 minutes.
  • Busy time that never guessesBusy times work offline, new clashes get flagged, and a time it can't check never counts as free.

    Saved busy times are labeled when you're offline or they may be out of date. A background check flags upcoming jobs that now clash with your Google Calendar.

    On screen: “Google Calendar overlaps this job.”

    The Arrival window picker for Saturday, October 3: a 6:00 to 8:00 PM arrival window with a Rekey locks, 135 min work block that runs past it. Below: 2-hour window, no job overlap; external availability may be incomplete.
  • Book at any hourLate call? Suggested windows run from now until midnight, outside business hours too.

    Business hours still limit online booking.

    A new job started by holding an empty slot late in the evening: the arrival window is already set to Fri, Oct 2, 9:30 to 11:30 PM, shown on a mini timeline after Megan Torres's job. Customer, Add service and Add part are still empty; Schedule job waits for a service.
  • Disconnect means disconnectedDisconnecting Google Calendar removes smithworks' access at Google and clears the busy times it saved.

    Your smithworks appointments calendar stays in Google until you delete it.

    On screen: “Disconnect Google Calendar”

  • Cancellation email to customersCancel a confirmed appointment and the customer gets an apology and a rebooking link. The invite is withdrawn.

    The cancel prompt tells you this before anything is sent.

    On screen: “Choose another time”

Do the work

Job details, vehicles and VINs, photos, offline.

15 features

  • VIN scan and lookupScan the VIN barcode or type it. With signal, year, make and model fill in from NHTSA data.

    Scan rejects anything that isn't a 17-character VIN, and a lookup only fills empty fields, so it never overwrites what you entered.

    On screen: “Scan”, “Look up vehicle”, “Fill empty details”

    The booking page's optional Vehicle details: the customer entered VIN 4T1B11HK0KU294718 with a Look up button, and the year 2019, make TOYOTA and model Camry are filled in.
  • Keeps working when signal dropsCustomers, quotes, jobs, finished work and the payments you record save on the phone and sync later.

    Changes wait on the phone until they sync, and a change sent twice is applied once. Sending email and address search need a connection.

    On screen: “Save job on phone”, “Offline · Saved on phone”, “Retry sync”

    A new job built with no connection: Rachel Kim, Rekey locks, 3 × $110.00, total $330.00, work time 135 min, arrival window Fri, Oct 2, 6:00 to 8:00 PM. The main button reads Save job on phone, with the note: Schedule changes are tentative until the server checks them.
  • Job page with everythingCustomer, arrival window, address, vehicle, notes and price lines on one page.

    The address and phone are tappable, and the window shows in large type with the date and minutes of work.

    On screen: “Job details”

    Job details for Darnell Brooks, smart key fob programming, marked Scheduled. Arrival window 4:00 to 6:00 PM, Friday, October 2, 60 min of work, estimated start 4:00 PM, Check driving time, the address and phone, Navigate and Call buttons and a green Finish job button. Vehicle: 2020 Chevrolet Silverado 1500 with its VIN. Notes: Spare fob for Silverado.
  • Navigate and CallNavigate opens Google Maps directions. Call dials the customer.

    On screen: “Navigate”, “Call”

    Job details for Darnell Brooks, smart key fob programming, marked Scheduled. Arrival window 4:00 to 6:00 PM, Friday, October 2, 60 min of work, estimated start 4:00 PM, Check driving time, the address and phone, Navigate and Call buttons and a green Finish job button. Vehicle: 2020 Chevrolet Silverado 1500 with its VIN. Notes: Spare fob for Silverado.
  • Year, make, model, then VINAutomotive jobs ask for year, make and model first, then the VIN, the way the call goes.

    Common makes come first, any manufacturer is searchable, and models are listed for that make and year from NHTSA data. Or type them yourself.

    On screen: “Vehicle year”, “Vehicle make”, “Vehicle model”

    Job details for Darnell Brooks, smart key fob programming, marked Scheduled. Arrival window 4:00 to 6:00 PM, Friday, October 2, 60 min of work, estimated start 4:00 PM, Check driving time, the address and phone, Navigate and Call buttons and a green Finish job button. Vehicle: 2020 Chevrolet Silverado 1500 with its VIN. Notes: Spare fob for Silverado.
  • All Keys Lost, key typeFlag All Keys Lost and the key type, like smart key or remote head, on the job.

    Both are saved with the vehicle and shown on the job page and the invoice screen. The customer's invoice lists the vehicle and VIN.

    On screen: “All Keys Lost”, “Key type (optional)”

    Further down Edit job: a VIN with Scan and Look up vehicle, an All Keys Lost switch, key type, the service address, and the original quote: $440.00 before tax, smart key fob programming and a proximity smart key fob, with a note to review the final charge when invoicing.
  • Big controls, plain wordsLarge buttons and fields, statuses written out in words, and screen-reader labels on buttons.

    Slide animations switch off when your phone's reduce-motion setting is on.

  • Before and after photosTake or choose photos on the job. They upload when you have signal.

    Photos are shrunk on the phone, wait while you're offline, then upload to private storage on the next sync.

    On screen: “Take photo”, “Choose photos”

    Lower on Darnell Brooks's job: Navigate, Call and Finish job, the vehicle and VIN, notes, Photos with Take photo and Choose photos, and the quoted price, $440.00 before tax, from two lines. A link reads Prepare invoice without finishing.
  • Job notesAccess, parking, where the keys are: notes on the job, never printed on invoices.

    On screen: “Job notes”

    Lower on Darnell Brooks's job: Navigate, Call and Finish job, the vehicle and VIN, notes, Photos with Take photo and Choose photos, and the quoted price, $440.00 before tax, from two lines. A link reads Prepare invoice without finishing.
  • Vehicle lists work offlineThe makes list ships with the app, and models and VINs you've looked up stay on the phone.

    New VIN lookups need signal; you can still save the VIN and fill in the details by hand.

    A new job's vehicle section with no connection: year, make and model lists still work, Look up vehicle is off with the note Connect to look up a VIN. You can still save it and enter details manually. The main button reads Save job on phone.
  • See what's syncedA header pill reads Up to date, Syncing, pending or Offline. Pull down to sync.

    smithworks also syncs when it's back online or reopened, and the Account sheet shows changes waiting, with Sync now.

    On screen: “Up to date”, “Syncing…”, “Offline · Saved on phone”

    The Today screen for Saturday, October 3, with no connection: Rachel Kim's rekey job, arrive 6:00 to 8:00 PM, shows Sync pending on its card.
  • Newer work isn't overwrittenIf an offline change clashes with newer work, it's held on your phone for review.

    Review pending changes lets you retry the sync, or discard the local change and keep the cloud version.

    On screen: “Review pending changes”, “Retry sync”

  • Sign-out waits for syncYou can't sign out while changes are still waiting to sync, so offline work isn't lost.

    On screen: “Sync first”

    A Sync first dialog over Settings: Resolve pending changes before signing out, with an OK button.
  • No lost editsEditors show Unsaved and ask before discarding when you back out, Android back button included.

    On screen: “Unsaved”

    A Discard your changes? dialog over Edit job: Your edits haven't been saved. Keep editing or Discard.
  • A customer's photos togetherA customer's profile gathers photos from all their jobs, newest first.

    Tap one to see it full size with the job and date. Photos load when you have a connection.

    Megan Torres's customer profile: 1 job, 1 invoice, Call and Add job buttons, phone, address, Add an internal note, two job photos of a silver car, and a history: Oct 2 car key replacement on a 2019 Toyota Camry, completed, and invoice 1046 for $355.00 with $155.00 due.

Get paid

Invoices, payments, receipts and tax.

25 features

  • Finish, invoice, paymentFinish the job and the invoice starts from the agreed lines. Add what you used on site.

    Set the tax rate, choose how they're paying and issue it. The completion, invoice and payment are saved together.

    On screen: “Finish job”, “Charges”, “Save as draft instead”

    Job details for Darnell Brooks, smart key fob programming, marked Scheduled. Arrival window 4:00 to 6:00 PM, Friday, October 2, 60 min of work, estimated start 4:00 PM, Check driving time, the address and phone, Navigate and Call buttons and a green Finish job button. Vehicle: 2020 Chevrolet Silverado 1500 with its VIN. Notes: Spare fob for Silverado.
  • Partial payments, clear balancesTake part now and the rest later. The balance due stays front and center.

    The invoice shows Balance due, Invoice total and Paid. Record more payments later; the job page shows the balance too.

    On screen: “Partially paid”, “Balance due”, “Record payment”

    Receipt 1046 for Megan Torres after a part payment: Balance due $155.00 at the top, invoice total $355.00, paid $200.00, marked Partially paid. Take payment with Cash or Other, the amount 155, and Record payment.
  • Invoices and receipts by emailEmail the invoice or a receipt from the invoice screen, sent in your business name.

    Replies go to the reply email you set. Each receipt covers one payment, with its own number, earlier payments and the balance remaining.

    On screen: “Email invoice”, “Email receipt”

    Receipt 1049 for Jordan Ellis after it was emailed: Balance due $0.00, paid $110.00, marked Paid; rekey locks, $110.00; total $110.00. Under the total: Receipt emailed to, and To:, with the demo address hidden, then Change email, a Send receipt again button and Save PDF.
  • Scan-to-pay QR codeShow a QR code. The customer pays by card through Square on their own phone.

    They can add a tip there. Your screen switches to Payment received, and the payment is recorded on the invoice by itself.

    On screen: “Show QR code to pay”, “Payment received”

  • Tap to Pay, card readerBuilt for Tap to Pay on Android and a paired Square Reader, with a tip screen first.

    The customer picks 15, 20 or 25 percent, or No tip, then taps or inserts their card.

    On screen: “Tap or insert card”, “Add a tip?”

  • Cash first, Pay later lastRecord cash or another payment you've already received. Cash is the default; Pay later sits last.

    Your receipt shows any balance still owed.

    On screen: “Cash”, “Pay later”

    The payment part of Finish job: total $355.00, payment set to Cash, with Other and Pay later beside it, and the amount 355 filled in. Record money already received; the receipt will show any remaining balance. Finish & record payment, or Save as draft instead.
  • Pay laterIssue the invoice unpaid for customers who pay later, then record the payment when it comes in.

    Useful for commercial accounts: email the invoice now, and the balance stays on your list until it's paid.

    On screen: “Pay later”, “Record payment”

    Finish job with Pay later picked: Create an invoice for payment later. Email or save a copy afterward. The button reads Finish & bill later.
  • Who still owes youInvoices newest first, total outstanding on top, with filters for Unpaid and Partially paid.

    Each row shows a status and the amount due. Filter by All, Unpaid, Partially paid, Paid or Draft.

    On screen: “Unpaid”, “Partially paid”, “Paid”, “Draft”

    The Payments tab, Invoices: $784.00 outstanding, 0 drafts, an All statuses filter, and invoices newest first. Megan Torres, $155.00 due, Partially paid; James Whitfield $146.00 Paid; Sofia Ramirez $85.00 Paid; Luis Herrera $310.00 Paid; Hannah Schultz, $410.00 due, Unpaid.
  • Save PDFSave any invoice or receipt as a PDF to a folder you pick on your phone.

    On screen: “Save PDF”

    Receipt 1049 for Jordan Ellis after it was emailed: Balance due $0.00, paid $110.00, marked Paid; rekey locks, $110.00; total $110.00. Under the total: Receipt emailed to, and To:, with the demo address hidden, then Change email, a Send receipt again button and Save PDF.
  • Invoices that read clearlyBusiness, customer, service location, vehicle and VIN, charges, tax, payments and balance, laid out clearly.

    Your footer and payment instructions print too. Internal notes never appear.

    On screen: “Paid in full”, “Balance remaining”

    Receipts & invoices settings with a document preview for a partial payment: Keystone Mobile Lock, payment receipt, payment received $100.00, balance remaining $400.00, for the app's example customer Sam Taylor. Tabs switch between Paid in full, Partial payment and Pay later.
  • Record payment when signal dropsLost signal? Finish the job and record cash. It syncs when you're back and is never recorded twice.

    On screen: “Pending sync”

  • Tax only what's taxableMark services and parts taxable by default and switch any line. Invoices show what was taxed.

    Turn sales tax on or off. Lines without tax are marked Not taxed.

    On screen: “Collect sales tax”, “Taxable by default”, “Not taxed”

    Help article
    The Sales tax sheet: Collect sales tax switched on. New invoices add tax to taxable lines; invoices already issued keep their tax. Default tax rate 8.25. Each invoice can use a different rate, with suggestions for the job site. Taxable by default: Services and Parts both switched on, a Which items are taxable? link, and Save changes.
  • Suggested tax rate by ZIPThe tax rate sheet suggests an estimated rate for the job site's ZIP and your business ZIP.

    Nothing changes until you tap Use, and you confirm the rate for your state. Rates are estimates from monthly ZIP rate tables.

    On screen: “Suggested rates”

    Help article
    The Tax rate sheet: tax rate 8.25 percent. Tax applies only to taxable lines; change a line by tapping it. Suggested rates: Job site, Austin TX 78757, 8.25%, and Your business, Austin TX 78704, 8.25%, each with a Use 8.25% button. Estimated from September 2026 ZIP rate tables; a ZIP can have more than one rate, so confirm it for your state. Save tax rate at the bottom.
  • Sales tax report and CSVTax charged by month, quarter or year, broken down by rate, with a CSV for your accountant.

    On screen: “Sales tax report”

    Help article
    The Sales tax report by month for October 2026: sales tax charged $16.91, 5 invoices issued. Taxable sales $205.00, non-taxable sales $1,018.00, total sales before tax $1,223.00, still unpaid on these invoices $155.00. By tax rate: 8.25%, 1 invoice, $205.00 taxable, $16.91. A note on how invoices are counted, a Save CSV button and a Which items are taxable? link.
  • Connect your Square accountCard payments go through your own Square account, connected with Square's own sign-in.

    Money goes to your Square account, and Square's processing fees apply. Disconnect closes any unpaid payment links first.

    On screen: “Square card payments”, “Connect my Square account”

    Further down Settings: Online booking, ready to share; Google Calendar, not connected, with Connect; Square card payments, not connected, with Connect; the account row (last sync 4:54 PM); Our privacy promise; Sign out and Delete account.
  • Tips, tracked separatelyCard tips never change an invoice balance. See tips for today, this week, this month or all time.

    On screen: “Tips”, “This week”, “This month”, “All time”

    Receipt 1045 for James Whitfield: Balance due $0.00, invoice total $146.00, paid $146.00, marked Paid. The payment line reads Mastercard ending 5454, $146.00 plus a $20.00 tip. Charges: rekey locks and 3 rekey pin kits.
  • Invoice before finishingNeed to bill before you wrap up? Prepare the invoice without finishing the job.

    On screen: “Prepare invoice without finishing”

    An invoice for Darnell Brooks prepared before the job is finished: smart key fob programming $295.00 and a proximity smart key fob $145.00, total $440.00, payment Cash with amount 440, and Record payment or Save as draft instead.
  • Draft invoicesNot ready to issue? Save it as a draft. The invoice list counts drafts.

    On screen: “Save as draft instead”, “Draft”

    An invoice for Darnell Brooks prepared before the job is finished: smart key fob programming $295.00 and a proximity smart key fob $145.00, total $440.00, payment Cash with amount 440, and Record payment or Save as draft instead.
  • Original quote at invoice timeThe invoice screen shows what you quoted, so you can check the final charges before you issue.

    It's for you only and isn't printed on the customer's invoice.

    On screen: “Original quote”

    Further down Edit job: a VIN with Scan and Look up vehicle, an All Keys Lost switch, key type, the service address, and the original quote: $440.00 before tax, smart key fob programming and a proximity smart key fob, with a note to review the final charge when invoicing.
  • Resend or change the emailEach invoice remembers its recipient. Send it again or change the address any time.

    The invoice shows whether the email is queued, sent or delayed. A delayed email retries on its own, with safeguards against a second copy.

    On screen: “Send receipt again”, “Send invoice again”, “Change email”

    Receipt 1049 for Jordan Ellis after it was emailed: Balance due $0.00, paid $110.00, marked Paid; rekey locks, $110.00; total $110.00. Under the total: Receipt emailed to, and To:, with the demo address hidden, then Change email, a Send receipt again button and Save PDF.
  • Issued invoices stay as issuedA sent invoice keeps its number, charges and details, even if records change later.

    Once issued, the invoice is numbered and its charges, customer, vehicle and business details are frozen.

    Receipt 1045 for James Whitfield: Balance due $0.00, invoice total $146.00, paid $146.00, marked Paid. The payment line reads Mastercard ending 5454, $146.00 plus a $20.00 tip. Charges: rekey locks and 3 rekey pin kits.
  • Tax rate per invoiceSet a default tax rate once and change it on any invoice when you need to.

    On screen: “Tax rate”

    The Sales tax sheet: Collect sales tax switched on. New invoices add tax to taxable lines; invoices already issued keep their tax. Default tax rate 8.25. Each invoice can use a different rate, with suggestions for the job site. Taxable by default: Services and Parts both switched on, a Which items are taxable? link, and Save changes.
  • Buttons that name the outcomeThe finish button says what happens: record a payment, take a card, or bill later.

    On screen: “Finish & record payment”, “Finish & take card payment”, “Finish & bill later”

    The payment part of Finish job: total $355.00, payment set to Cash, with Other and Pay later beside it, and the amount 355 filled in. Record money already received; the receipt will show any remaining balance. Finish & record payment, or Save as draft instead.
  • Card details on receiptsReceipts list the card brand, last four and tip. Stale card links close when the balance changes.

    If a customer still overpays, the invoice flags it so you can refund the difference in Square.

    On screen: “Overpaid”

    Receipt 1045 for James Whitfield: Balance due $0.00, invoice total $146.00, paid $146.00, marked Paid. The payment line reads Mastercard ending 5454, $146.00 plus a $20.00 tip. Charges: rekey locks and 3 rekey pin kits.

Run the business

Customers, services and parts, settings and your data.

15 features

  • A written privacy promiseWe never sell your data, contact your customers or share your customer list. It's in writing.

    We don't train AI on your records, and we look at them only when you ask for help or to keep smithworks running. Your data isn't end-to-end encrypted, and the promise says so.

    On screen: “Our privacy promise”

    The Our privacy promise page in the app: Your customer list is your business. We never sell your data. We never contact your customers. We never share your customer list. We don't train AI on your records. We don't browse your records. Your phone stays yours. You can delete everything.
  • Customer list and searchFind anyone by part of a name, company, phone, email or address.

    On screen: “Customers”, “Search customers”

    The Customers tab: 14 customers, a search box for name, company, phone or email, and a list of names with phone numbers and companies, such as Hannah Schultz of Riverside Coworking and Kevin O'Connor of Eastline Property Group.
  • Customer profile and historyJobs, invoices and balances on one profile, with Call and Add job buttons.

    The profile shows job and invoice counts, tappable phone, email and address, internal notes, and a dated history.

    On screen: “Customer profile”, “Add job”, “History”

    Megan Torres's customer profile: 1 job, 1 invoice, Call and Add job buttons, phone, address, Add an internal note, two job photos of a silver car, and a history: Oct 2 car key replacement on a 2019 Toyota Camry, completed, and invoice 1046 for $355.00 with $155.00 due.
  • Your services and pricesSet each service's work time, starting price, default arrival window and schedule type.

    Turn on Automotive service and that service's jobs ask for vehicle details.

    On screen: “Services & pricing”, “Automotive service”

    Settings, Services: Duration sets how many jobs fit a window. Each service with its time and price, such as Car key replacement, 60 min, $225.00 and House lockout, 30 min, $85.00; some are tagged Manual only.
  • Your parts listDeadbolts, key blanks, transponder chips: priced once, picked from your list on any quote or invoice.

    Settings > Parts stores what you sell. Deleting a part never changes lines already on quotes and invoices.

    On screen: “Parts”, “Add part”

    The Add part sheet: a parts search and the saved parts list with prices, such as Kwikset SmartKey deadbolt $49.00, Proximity smart key fob $145.00 and Transponder key (chip) $45.00, plus One-off item to type a part or charge.
  • Set up in three stepsYour business, your working day and your services, starting from common locksmith services.

    Defaults like 2-hour windows are filled in, and progress is saved if you stop halfway.

    On screen: “Your business”, “Your working day”, “Your services”

  • No ads, no tracking codeThe app has no third-party ad or analytics code, and your information is never sold.
    The Our privacy promise page in the app: Your customer list is your business. We never sell your data. We never contact your customers. We never share your customer list. We don't train AI on your records. We don't browse your records. Your phone stays yours. You can delete everything.
  • Delete your accountDelete your account and business data in Settings, or ask on the web.

    Enter your password and type DELETE. Your login, business, customers, jobs, invoices and calendar connection are removed. smithworks.app/account-deletion explains what may remain.

    On screen: “Delete account”

    Further down Settings: Online booking, ready to share; Google Calendar, not connected, with Connect; Square card payments, not connected, with Connect; the account row (last sync 4:54 PM); Our privacy promise; Sign out and Delete account.
  • Full customer recordsCompany, alternate phone, email, preferred contact, billing address and private notes when you need them.

    On screen: “More customer details”, “Use a different billing address”

    The New customer form with an Add from phone contacts button and the note: Only the person you pick is shared. smithworks never sees your contact list. Below are customer name, company, phone, alternate phone and email fields, and Save customer.
  • Business details and hoursName, phone, base address, time zone, working days and hours. Each day's driving starts from base.

    On screen: “Business details”, “Base address”, “Working hours”

    The Working hours sheet: time zone Central, working days Monday to Saturday, start 7:00 AM, finish 7:00 PM, a travel safety buffer of 15 minutes and an external calendar buffer of 30 minutes.
  • Receipts your wayAdd a reply email, business address, thank-you footer and payment instructions, with a live preview.

    Payment instructions show only when a balance remains.

    On screen: “Receipts & invoices”, “Document preview”

    Receipts & invoices settings with a document preview for a partial payment: Keystone Mobile Lock, payment receipt, payment received $100.00, balance remaining $400.00, for the app's example customer Sam Taylor. Tabs switch between Paid in full, Partial payment and Pay later.
  • Email sign-up and resetCreate an account with your email and a 12-character password, verified by an emailed code.

    Forgot it? Reset it with a code sent to your email.

    On screen: “Create your account”, “Forgot password?”

    The smithworks sign-in screen: Welcome back. Sign in to your customers, jobs, and invoices. Email and password, Sign in, Sign in with Google, Create a free account and Our privacy promise.
  • Records locked to your businessOnly signed-in members of your business can reach its records.

    Data is encrypted in transit, and your Google Calendar connection is stored encrypted on the server.

  • Help center and supportA plain-language help center, and a person at [email protected].

    The support inbox aims to reply within two business days. Help & support in the app opens the same pages.

    On screen: “Help & support”

  • Sign in with GoogleSign in or create an account with Android's Google account picker. No new password.

    On screen: “Sign in with Google”

    The smithworks sign-in screen: Welcome back. Sign in to your customers, jobs, and invoices. Email and password, Sign in, Sign in with Google, Create a free account and Our privacy promise.