The Setup Process

Subscribe: To get started, first please create an account using the Subscribe page of our main website and add payment information. You must also choose the prefix for your SMMware site URL. An example URL is https://demo.smmware.com where the prefix is ‘demo’.

Login: You’ll receive your login via an email to the address you used during sign up within 15 minutes of subscribing.

QuickStart: The login email also contains a link to our Quick Start Guide, which walks you through which settings you’ll want to pay attention to right away, and which can wait until a later ‘Optimization’ phase after settling in. Also check out our online manuals.

We also have online manuals, topic specific videos at our YouTube channel.

Import: For an established business, you can import your associates/employees, your clients, and your vendors, either using a CSV (comma separated variable) file, or from QuickBooks.

Theme (Optional): Your site comes with a default look and feel, but you can upload your own header image and choose your own colors using our Theme Editor. Your subscription comes with a free ‘theme’, wherein we visit your corporate website to select colors, and we use your logo to generate the header image.

Training (optional)

Your business generates a lot of information, and this software helps you keep track of it all. While we make our interfaces as intuitive as possible and our help system as informative as possible, many people like to have an instructor led introduction to SMMware.

See our Training page for additional details regarding training.

The transition from our previous app was seamless for both management and employees. The features most valuable to us include its direct linkage to Quickbooks, which has made our accounting process more efficient and vulnerable to far fewer errors. The alerts received when employees enter time and expenses late are a godsend.

SMMware has had a tremendous positive impact in elevating our efficiency and effectiveness in managing jobs with our team. SMMware enabled us to sync 5 different platforms that we had pieced together, and eliminate 4. We love this system! It has made the job of project management, customer database, and team scheduling/communication so much easier and smarter! [SENSITIVE CONTENT] provided exceptional training and support as we onboarded with the system. He was knowledgeable and responsive to all of our questions and company needs. SMMware is a critical tool for the successful management of our business.

I liked the ease of integration from QB on-line into SMMware. In addition, our team likes the calendar feature so that they can easily see when and where they are working

Again, I wished I would have used SMMware earlier. We took the time to jump on board during the 2020 Covid shut down and it really has stream lined our processes. Huge time saver and a great way to keep the team updated on the calendar and clients.