Welcome to Smarter Launch!
We are excited to have you on board. This guide will walk you through each section of your onboarding form and help you understand what information is needed and why. Taking the time to fill out every section accurately — especially your pricing and services — allows our onboarding team to build a setup plan that is tailored specifically to your business.
Your onboarding form saves automatically as you go, so you can always come back to your unique onboarding URL and continue where you left off.
Step 1: Company Details & Locations
This section establishes your business identity in Smarter Launch. Provide your legal company name, primary contact email, phone number, and website (including https://). You will also enter your business address and select your timezone.
If your company operates out of more than one location, you can add additional locations here. Each location can have its own address, business hours, and Google My Business profile.
Tips:
Your website URL must start with
https://.Business hours can be set individually per day or the same for all days.
If you have a Google Business Profile, enable that toggle and enter your Google Places ID — this helps connect your online reviews to your account.
Step 2: Contacts & Team Members
List the key people at your company and indicate who should receive a Smarter Launch user account.
At minimum you need:
One contact marked as Primary
One contact assigned the Owner role (this person will have full access to the account)
You can add up to 20 contacts. For each contact, provide their first and last name, email address, job title, and contact type. If they should have platform access, toggle Add as Team Member and choose their role:
Owner — Full account control
Manager — Can manage most account settings
Standard — Basic platform access
Step 3: Industries
Select all industries that your company serves (e.g., Pest Control, Landscaping). This helps us tailor the platform features to match how you run your business. At least one industry is required.
Step 4: Integrations & Add-Ons
Let us know which software tools your team currently uses and which premium Smarter Launch features you are interested in.
Field Service Management (FSM) Software
If you currently use FSM software such as GorillaDesk, FieldRoutes (PestRoutes), PestPac, Briostack, Fieldwork, Fieldster, Evolve, or Solea, select it here and enter your API credentials. These credentials are encrypted and stored securely — they are never visible in plain text after you save them.
If you are not sure where to find your API credentials, contact your FSM software’s support team or check our integration-specific help articles.
CRM & Other Software
If you use a CRM or other business software (e.g., HubSpot, Salesforce, ServiceTitan), select it here. No credentials are needed for these — this information helps our team understand your current tech stack so we can advise on the best integration approach.
Premium Add-Ons
Indicate which optional Smarter Launch features interest you:
SMS Texting — Two-way text messaging with customers. Choose a message bucket that fits your expected volume.
Customer Generated Proposals (CGP) — Let customers generate their own proposals online.
Sales Tax Automation (ZipTax) — Automatically calculate and apply accurate sales tax based on location.
Video Recording — Record and store service visit videos.
Smarter Card — Branded physical gift cards for your business.
Arizona WDIIR / California WDO — State-specific wood-destroying insect inspection reports.
Wisetack Financing — Offer customer financing options for larger jobs.
Zapier — Connect Smarter Launch to thousands of other apps via Zapier automation.
Step 5: Branding
Upload your company’s visual identity so it appears on proposals and customer-facing documents.
Primary & Secondary Colors — Your brand colors in hex format (e.g., #F39032). Both are required.
Fonts — Choose the fonts used for headings and body text on your proposals.
Company Logo — Upload a high-quality logo (recommended max 1000×1000 pixels).
Proposal Cover Photo — Upload a wide banner image for proposal covers (ideal size: 2400×889 pixels).
If you have multiple locations with different branding, you can enable per-location branding overrides.
Step 6: Service Agreements & Pricing
This is the most important step of the onboarding form. The information you provide here directly determines how our team sets up your pricing structure and service plans inside Smarter Launch.
Providing accurate, complete pricing details is essential. Our onboarding team uses your pricing documents and sample proposals to build your service plan catalog, configure your pricing tiers, and ensure that everything is set up correctly from day one. Incomplete or missing pricing information will delay your onboarding and may result in your account needing to be reconfigured after launch.
Sample Proposals
Upload at least one sample proposal that represents the types of services you offer. This gives our team a clear picture of how you currently present services to customers. Good examples include:
A completed pest control proposal for a new customer
A multi-service proposal showing different treatment options
Any proposal template you currently use in the field
Pricing Sheets
Upload at least one pricing document that covers your current service rates. The more complete and detailed your pricing information, the better. Your pricing sheet should include:
All services you offer — e.g., General Pest Control, Termite Treatment, Mosquito, Rodent, Bed Bug, etc.
Pricing per service — Initial visit price, recurring visit price, or both
Service frequency options — Monthly, bi-monthly, quarterly, annual, one-time
Pricing by property size or type — If your pricing varies by square footage, lot size, or property type (residential vs. commercial), include that detail
Add-on services and upsells — Any optional services customers can add to a base plan
Any tiered or custom pricing structures — If you use good/better/best pricing tiers or customer-specific pricing, document those as well
You can upload multiple files per location if your pricing is organized across separate documents.
Additional Details
Use the additional details field to share any context that is not captured in your uploaded documents. For example:
Notes about seasonal pricing changes
Services you plan to start offering but do not currently have pricing for
Any special pricing arrangements or discounts you offer
Geographic pricing differences between locations
Submitting Your Form
Once all steps are complete, click Submit. Our team will review your submission and may reach out if we need clarification on any details. You will receive a confirmation email when your account is ready.
If our team requests changes, you will receive an email with notes explaining what needs to be updated. Simply log back in using the link from your original invitation email and make the requested updates before resubmitting.
Need Help?
If you run into any issues or have questions while filling out the form, reach out to our support team using the contact us button in the footer of each page. We are happy to help ensure your onboarding is set up for success.