Features | Smarter Launch

Take Your Proposals to New Heights

We cut the time it takes to generate a professional proposal in half - at a minimum! In addition to time savings, your customers will enjoy a more polished, catered-to-them experience that will set you galaxies apart from the competition (until they find us too...) Claim your advantage now!

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Faster Proposals

Streamline the proposal creation process with customizable templates, pre-defined services, and dynamic pricing calculations. Save hours of manual work and generate bird exclusion, termite, and general pest proposals (whatever you want) quickly and accurately.

Automate Your Follow-up

Setup automations to follow-up with the customer when a proposal has not been accepted yet. Scale your sales and stop letting deals fall through the cracks without having to scale your team!

Delight Your Customers

Impress clients by outlining your services in clear terms, transparent pricing, and visually appealing proposals. Proudly display your 5-star reviews, building trust with your customer, and closing more proposals.

Integrates With Your CRM

Smarter Launch imports your customers and employees for a seamless proposal process. We continue to improve upon our CRM integrations (FieldRoutes, Fieldwork, GorillaDesk) with new functionality to make life easier for your team!

Create Your First Proposal in Under 1 Minute!

STEP 1

Choose Your Template

Your onboarding specialist will pre-configure your account with the products and services you offer to your customers so you will simply select the template for the job! The appropriate messaging and service plans will be setup on your proposal, ready to go.

STEP 2

Select Your Customer

Simply start typing in the name or email address of your customer and the list of matching customers will appear. If this is a new customer, you’ll add them in directly as part of the proposal process - no need to navigate elsewhere! During onboarding, if you have a compatible CRM (FieldRoutes, Fieldwork, GorillaDesk), all of your active customers will be imported into Smarter Launch. If you don’t, we can import a CSV file, or you can use our Chrome Extension to import a customer directly.

STEP 3

Complete Pricing Fields

Our integration with property assessor data providers automatically populates applicable pricing fields with property lot sizes, square footage, number of bedrooms/bathrooms, and more. Alternatively, you can perform measurements via a built-in Google Maps integration. However you decide to price your services, Smarter Launch provides the flexibility you need to ensure accurate estimates!

STEP 4

Send It!

By default, your customer’s primary contact email will be loaded up and ready for you to send to. You can customize your notification’s subject and messaging to ensure that it arrives to your customer just as you like!

Want to Really Stand Out?

You can literally send out a proposal as outlined in the steps above, in under a minute, but if you want to really make an impression...

ADD PHOTOS

Display photos depicting areas of infestation and quickly select pre-defined titles, descriptions, recommendations, and locations.

CREATE DIAGRAMS

Our built-in diagramming tool allows you to quickly and easily outline a property, add pre-defined custom symbols to indicate problem areas, and even attach photos to the symbols to help the customer know exactly where the photo was captured on their property.

SCREEN RECORDING & VIDEO WALKTHROUGHS

Visually scroll-through your inspection findings with the consumer, explain available service options, etc. No more relying on one decision maker to sell your services to the others!

And so much more...

Our fingers are getting tired of typing, so we will tell you about a few more of them here, but you should really schedule a demo, you know, a picture is worth a thousand words kind of thing.

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Automations well keep tabs on your proposals by continually reaching out to customers through the acceptance process - fully configurable.

Accept Digital Signatures - captures the date, time, and IP address of your customer

Add PDF Attachments and map fillable fields in the PDF for auto-population based on the selected customer and team member.

3rd Party Integrations ensure Smarter Launch fits seamlessly in your workflows. Sync with your CRM, send out web hooks to your private services, or connect with thousands of apps through Zapier.

Multi-location Support allows you to monitor the progress of all your locations from a single dashboard, set permissions, and more!

Custom Fields - defined custom form fields to attach to customer accounts, locations, team members, and service plans for use throughout.

Manufacturer Marketing Materials are available within your Media Hub, making it easy to leverage high-quality content in your proposals

Google Reviews are automatically synced into Smarter Launch for display within your proposals