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Trade software
for electrical and heating businesses

smalt brings customer records, quotes, invoices and job management into one place. With AI and our team behind it, you run the business with less effort and less time in the office.

MB

Jobs 24 live

  • The Weber family11 kW heat pump
  • Praxis Dr. LenzMeter cabinet, three rows
  • Becker GmbH14.2 kWp solar array
  • The Ostrowski family11 kW wallbox
  • Kita SonnenhofLED lighting

Jobs / The Weber family

11 kW heat pump
for the Weber family.
In progress
Job value
€13,480.00
Installation
11–13 Mar
Sign-off
14 Mar
  1. Enquiry
  2. Quote
  3. Installation
  4. Invoice

Documentation

Everything your business needs, in one platform

Customer records

Keep customers, contacts and enquiries in one CRM. Email, WhatsApp, phone calls and lead portals all land in one smart inbox. Our AI files each message against the right job and drafts a sensible reply.

  • One CRM — customer files, contact details and conversation history
  • One inbox — email, WhatsApp, phone and lead portals together
  • AI alongside you — messages filed and replies drafted
  • Digital qualifying — customer details, photos and job notes captured
More about customer records

Job management

Run your jobs with the full history of every activity, task and document. Book appointments, tighten up the driving, and record progress with photos, checklists and site reports from where you are.

  • A digital job file — activities, documents, grid registrations and where each one stands
  • Site documentation — photos, notes and reports from the job itself
  • Tasks and checklists — steps organised and ticked off
  • Scheduling and routes — appointments coordinated, driving cut down
More about jobs

Staff planning

Manage your people, plan who goes where, and keep availability and capacity in view. Handle holiday and sickness, share out the work, and run the whole team off one digital board.

  • Staff records — personnel files, details and documents
  • Automated scheduling — people and teams assigned to jobs
  • Absence — holiday and sickness in one place
  • Capacity planning — how loaded you are, and what is free
More about staff planning

Buying & materials

Connect your wholesalers and manage parts, orders and stock in one place. Pull live cost prices and drop material straight into your quotes and jobs.

  • Wholesaler connection — live parts, prices and product data
  • Materials — part records and material catalogues
  • Ordering — orders and delivery notes managed
  • Stock — what you hold and what is available
More about buying and materials

Invoices & finances

Raise invoices straight off the job, and let receipts import and read themselves. Connect your bank accounts, reconcile payments, and always know where the money stands.

  • Invoicing — deposits, interim and final invoices
  • AI receipt capture — receipts imported, read and filed automatically
  • Bank feeds — transactions synced and payments reconciled
  • Bookkeeping and DATEV — figures exported for your accountant
More about invoices and finances

AI that knows your business and does the work

smalt uses AI to take the admin off your hands, read what comes in, and back you up on the decisions you make every day.

Write the final invoice for the Weber family.
Marketing

Campaigns and newsletters, automated

CRM

Enquiries understood and qualified

Quotes

Pricing and quotes written

Jobs

Speech turned into documentation

Messages

Filed against the right job and answered

Finance

Receipts read and filed

Buying

Parts and orders processed

MCP

Your business data inside ChatGPT and Claude

More about AI and automation

Your business, wherever you are

Get at everything from anywhere, at your desk or out on the road through the mobile app or WhatsApp.

Desktop

The whole platform at your desk

OverviewJobsQuotesPlanningFinance

Open quotes8

Jobs today5

Missing receipts2

Mobile app

Made for the van and the job site

Today

08:00 · The Weber familyHeat pump sign-off

11:30 · Praxis Dr. LenzMeasure up meter cabinet

WhatsApp

Talk to customers and use the platform, all from WhatsApp

0:32

The quote for the Weber family is ready. Shall I send it for approval?

Yes please.

Message

Connected to what you already use

Wholesaler connections over Datanorm, OMD and IDS Connect

Pull live parts, prices and availability. Order straight from the quote.

SoneparFEGA & SchmittGC GruppeEFGObetaZanderKrannich SolarHOLTERUni ElektroMemodoand many more

Lead portals

Enquiries land straight in your lead inbox.

MyHammerCHECK24TrustLocalAroundhome

ChatGPT and Claude over MCP

Use your business data and smalt's functions from compatible AI clients over MCP.

Banks

Connect your accounts and import transactions.

Email & calendar

Plug in the mailboxes and calendars you already have.

IMAP

WhatsApp

Customer messages land in the same inbox as everything else.

Less office. More time for the business.

Get to know smalt and see how much simpler your business could run.

Get to know smalt