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Getting Started >
Why Use Smetter?
Home Screen
Getting Started. Step 1
Getting Started. Step 2
Getting Started. Step 3
Company and Employees
Project Screen
Work Planning >
Creating Estimates
Measurements
Using Cost and Assembly Libraries
Editing Cost Libraries
Creating and Editing Assemblies
Work Package Status: “Draft”, “Approval”, “In Progress”, “Completed”
Schedule and Calendar Planning
Creating a Payment Schedule
Collaborating on Work Packages
Storing Project Files
Approving a Quotation with the Client
Project Execution >
Advances and Payments
Subcontractor Work on Site
Purchasing
Procurement Hub
The Close Button
Material Requisitions from the Site
Tracking Purchases with Receipts
Working with the Client
Tracking Cost Performance
Daily Log
Omitted Items, Change Orders, and Substitutions
Finances and Profit
Work Package Completion >
Progress Valuation
Сompleting, Deleting, and Archiving Work Packages
Managing Company Finances, Materials, and Inventory >
Payments
Setting Up Accounts and Financial Lines
Payment Requests
Petty Cash
Inventory
Smart Tools
Creating Estimates with AI
Measurements from Drawings with AI
Cost Plan Schedule
Invoice Recognition with AI
Other Features >
Printing and Saving Documents
Creating Custom Document Templates
Contacts Directory
Subscription and Profile Settings
Notification Center
Task Planner
Best Practices >
How to Use Markups and Taxes Effectively
CRM
Getting Started with CRM
Deals and Sales Pipeline
Working with a Deal
From Deal to Project
Follow-up, Won, and Lost Deals
Smetter Help Center
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