Installers often have two revenue models side by side. There is the installation, a job of days or weeks with material and hours. And there is maintenance: an annual check or a subscription for a boiler or air conditioner that comes back every year.
Software for installers: installation projects and regular maintenance clients
Installers
A new installation runs through quote, contract and project. The maintenance afterwards you set up as a recurring invoice.
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SmartWerk has a route for both. The installation goes from quote to contract to project. Maintenance becomes a recurring invoice that prepares a draft invoice on a schedule. What does not happen: SmartWerk does not schedule your routes or maintenance visits.
Where it goes wrong in practice
An installation is more than one invoice
You start with a quote, record agreements and keep track of hours and material during the build. That has to stay together.
Maintenance you invoice again every year
For regular clients you make the same invoice every year. Forget one and income goes missing.
Parts from several suppliers
You buy from different wholesalers. Their invoices must be findable, apart from loose receipts.
Agreements about maintenance
What falls under the subscription and what does not? Without a recorded agreement there is discussion.
How a job moves through SmartWerk
Every step is an existing SmartWerk feature; click through for the details.
Quote for the installation
A quote with lines for labour, material and any equipment.
Record the agreement
You record the agreements and have your client sign them.
Project for the execution
The project bundles hours, trips and costs of one installation.
Hours on location
Record hours, per job and per client.
Materials and parts
Expenses with receipt.
Invoice for the installation
Make the invoice from the project or from the accepted quote.
Maintenance as a recurring invoice
A draft per month, quarter or year; you review it and send it.
The tools that matter most here
Why this fits SmartWerk
01
Installation and maintenance
The same client first gets a project and then a recurring invoice. Both sit in the same client list.
02
No direct debit
A recurring invoice is a draft you send yourself. SmartWerk does not take money from your client’s account.
03
Planning stays elsewhere
SmartWerk does not schedule fitters or maintenance visits. It handles the administration of your jobs.
Frequently asked questions
Can I invoice a maintenance subscription automatically?
SmartWerk creates a draft invoice on your schedule (monthly, quarterly or yearly). You review and send it yourself. There is no direct debit.
Do I need contracts and projects?
No, that is not required. Recurring invoices, hours and invoices also work without a contract or project.
Do recurring invoices count towards my monthly limit?
Yes. They belong to the same monthly limit as ordinary invoices.
Can I schedule maintenance visits?
No. SmartWerk is not a scheduling tool; you record the administration.
SmartWerk is invoicing and administration software for self-employed people, not a full accounting package and not a replacement for your bookkeeper or adviser.
Try it with your own clients
Create a free account and start with one client. Upgrading can wait until you really need a feature.