SMB Automate

SMB Automate is the companion app for businesses running on the SMB Automate platform by Quantum Core MIP. Sign in with your company code and manage your day from anywhere. YOUR PIPELINE, LIVE See every lead and job in one board: new requests, estimates going out, estimates sent, scheduled work, and jobs ready to bill. Open any card for the full picture, including customer details, request notes, photos, and history. ESTIMATES YOU APPROVE Your automation agent drafts the estimate text. You review it, edit it if you want, and nothing reaches a customer until you tap Approve and Send. Built-in guards prevent double-sends. PROFESSIONAL DOCUMENTS IN SECONDS Generate branded estimate and invoice PDFs prefilled from the job, view them on your phone, and text the customer a secure link with one tap. STAY ON TOP OF THE DAY The Home tab shows exactly what needs you: new service requests,…