by Smart Tek · Customer & Proposal Tracker
Overall completion
Across all open & active jobs
Saved
This contact has more than one option \u2014 pick what goes on this customer.
Your data lives on this device. Save a backup file you can keep safe or move to another device. Do this before entering lots of data.
Sync your customer board between your phone and desktop through a free Google Firebase database. Paste your Firebase config below to turn it on. Save a backup first.
Choose how SmartFlow looks. Auto follows your phone's setting; Light and Dark force that look everywhere. Tap a mode, then Save.
A calm at-a-glance panel at the top of your board: open items, proposals to write, completed this week, and a weekly progress bar. Off by default.
A throwback: when on, your printed customer sheets come out looking like a handwritten notepad page. On-screen stays normal.
Shown on printed customer sheets and proposals. Fill this in once.
Load your contacts into a private background book. They won't appear on your board — you search them when adding a customer.
What a brand-new customer card starts as, so you're not re-picking every time.
Remove blank cards that have no price, notes, job type, photos, or progress — handy after a big import.
SmartFlow saves everything on this device. Photos use the most space.
How fast notes are read when you tap 🔊 Read on a card.
SmartFlow by Smart Tek — your customer & proposal tracker.