Platform Features

Built to win more business.

Every feature in Smarter Launch is designed around one goal: helping field service companies close more deals, faster.

Proposals

Create Winning Proposals

Faster Proposal Creation

Build professional proposals in minutes using customizable templates, pre-defined service packages, and dynamic pricing calculations. Highly customizable and easy to use — no more starting from scratch every time.

  • Drag-and-drop proposal builder
  • Pre-built service templates
  • Dynamic pricing & tax calculations
  • Custom branding — logo, colors, fonts

Add Photos

Upload inspection photos directly into proposals with pre-set titles, descriptions, and recommendations — showing customers exactly what you found.

  • Upload from mobile or desktop
  • Pre-set photo labels and descriptions
  • Annotate and highlight problem areas

Property Diagrams

Type an address and watch the building outline appear instantly. Mark problem zones with custom stamps, attach photos, and add treatment lines — all inside the proposal.

  • Auto-draw from any address
  • Aerial satellite overlay
  • Custom symbol library
  • Attach photos to specific zones

Video Walkthroughs

Record and embed video walkthroughs directly inside proposals so every decision-maker can see the full pitch — not just whoever was on-site.

  • Built-in recording inside proposals
  • Shareable video links
  • Works on all devices, no app required

Customer-Generated Proposals

Let customers request and receive an instant quote 24/7 — no rep required. Share a branded quote page and watch proposals generate themselves.

  • 24/7 automated quoting
  • Branded quote page, shareable anywhere
  • Instant proposal delivery to customer
  • Available as a paid add-on
Sales

Close More Deals

Digital Signatures

Capture legally binding digital signatures with automatic date, time, and IP address documentation. No printing, no scanning, no faxing.

  • Legally binding e-signatures
  • Timestamped with IP address
  • Works on any device

Automated Follow-up

Configure follow-up sequences that automatically pursue customers who haven't accepted — so no deal falls through the cracks without any manual work.

  • Time-based follow-up sequences
  • Email follow-up
  • Customizable messages per step

Google Reviews Integration

Auto-sync your 5-star Google reviews and display them directly in proposals to build credibility before the customer even reads the price.

  • Auto-synced from Google
  • Displayed within proposal
  • Increases trust and close rate

Social Login

Let customers open and sign proposals with one tap using their existing Google or Microsoft account — no new password required, no friction, no excuses not to sign.

  • Sign in with Google
  • Sign in with Microsoft
  • No new account required
  • Verified identity on every signature
Google
Microsoft

Smarter Cards

Give every rep a fully branded digital business card they can share via link or NFC tap. Customers can save the contact, leave a review, or book a meeting — right from their phone.

  • Custom layouts, colors, and backgrounds
  • Call to action buttons
  • Google Reviews sync
  • Save contact (vCard) in one tap
Operations

Manage Your Business

CRM Integrations

Sync seamlessly with the pest control CRMs your team already uses. Import customer data, service history, and team info automatically.

  • PestPac, FieldRoutes, Fieldwork
  • GorillaDesk, Evolve
  • Zapier for 5,000+ appsIn Progress

Multi-location Support

Monitor and manage all your locations from a single dashboard with customizable permissions so each team member sees exactly what they need.

  • Single dashboard for all locations
  • Per-location reporting
  • Custom role permissions

Custom Fields & PDFs

Create tailored form fields for any data point. Attach PDFs with auto-populated fillable fields based on customer and employee data.

  • Custom fields on any entity
  • Auto-filled PDF attachments
  • WDO and TARF form support

Reporting & Analytics

Get full visibility into your sales pipeline with dashboards that show proposal volume, close rates, rep performance, and revenue trends — all in one place.

  • Pipeline and close-rate dashboards
  • Per-rep performance breakdown
  • Revenue tracking by location
  • Export reports for your team

State Inspection Forms

Generate compliant state inspection reports directly from proposals. We support all state WDO and inspection forms — pre-populated from your proposal data.

  • All state WDO and inspection forms
  • NPMA-33 federal form included
  • Auto-populated from proposal data
  • PDF export ready to send
Built for the field. Designed to close.

Stop losing deals.
Start closing them.

Join hundreds of growing field service companies using Smarter Launch to win more business every day.

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