SmarterFlow Systems is the leading contractor management platform built specifically for Canadian trades businesses. From digital inspections to automated invoicing, our software handles every aspect of your field service operation so you can focus on the work that matters. Whether you run an HVAC company, electrical contracting business, plumbing operation, fire protection service, or shipping door maintenance company, SmarterFlow has the tools you need to streamline operations and grow your business.
Generate professional digital work reports, inspection forms, and quotations in minutes. Our mobile-friendly forms work on any device, letting your technicians complete paperwork on-site. Every report is automatically saved to the cloud, emailed to customers, and archived for your records. SmarterFlow supports HVAC inspections, shipping door and loading dock reports, fire protection forms, electrical and plumbing work orders, and preventive maintenance checklists.
SmarterFlow automatically calculates HST, generates branded PDF invoices, and emails them directly to customers. Built-in accounting software tracks revenue, expenses, and financial KPIs with no separate accounting software needed. Manage parts, labour costs, bank deposits, and payroll all in one place. Plans start at just $49 per month with no hidden fees.
Our AI assistant handles incoming phone calls, SMS messages, and web chat around the clock. It schedules appointments, takes work requests, answers customer questions, and routes urgent calls automatically — even after business hours. Never miss a service call or lead again. The AI secretary is available on every Pro and Enterprise plan.
Set up recurring PM inspections, track equipment service history, and send automated reminders to customers. SmarterFlow's PM scheduling system keeps your maintenance contracts organized and profitable. Contractors across Canada use SmarterFlow to manage HVAC tune-ups, dock door inspections, fire extinguisher services, and more on a reliable recurring schedule.