Digital Transformation

SmartScale - Foundations

Turn your strategy and plan into a working system.

We set up the core tools - FSM, phones, reviews, and tracking - so you can run jobs and get paid with fewer steps.

Who is SmartScale for?

Home & Field Service Businesses We Help

  • Solo–10 employee teams ready to launch a clean, connected stack.

  • You want basic automations and templates, not a full rebuild.

  • You’re fine DIY-ing later tweaks once the foundation is live.

  • Pre-requisites: a QuickStart plan.

SmartScale Foundations Deliverables

What You Get

  • FSM configuration (Jobber or Housecall Pro): pipelines/stages, job types, basic pricebook, estimate & invoice templates.

  • Online booking enabled and embedded (where supported).

  • Automations: email/SMS basics (new lead, estimate sent, job complete).

  • Phones & call routing (OpenPhone) + CallRail tracking numbers for main channels.

  • Reviews: NiceJob connected with first campaign and GBP link.

  • Analytics & forms wiring: GA4, UTM pattern, form → inbox/CRM.

  • QBO sync sanity check (test invoice; taxes/classes if used).

  • UAT + handoff: live test, punch-list, short SOPs.

This package is intentionally light. Inventory, dispatch rules, custom PDFs, and data migrations live in Transform (or Growth modules later).

How SmartScale works

  • Mini-discovery — align scope, confirm tools & access.

  • Configure — FSM, phones, reviews, tracking, templates.

  • Verify — calls, forms, invoices, automations.

  • Handoff — UAT sign-off, software SOPs & guides, software support hand-off.

Pricing

$2,000 One-Time Investment

Highlights: FSM config • Online booking • Automations • Phones + CallRail • Reviews • GA4 & forms • QBO sync check • UAT & SOPs

Note: Service cost only. Software licensing billed by vendors.

Check out our partner discounts & offers at www.rehash.tech/software

Featured Services

Need more help?

We have you covered with all things digital from implementation, marketing, logo/design.

Growth

QuickStart

Implementations for larger & more complex businesses (Inventory, Routing, Dispatch, etc.)

Local Service

Web Development

Get found organically with SEO optimized websites tailored for local-service businesses.

Design

Logo & Branding

Need a professional look from your website logo to a truck wrap? We can help you stand out.

View our Software Recommendations

Vetted software for Solo to 10-Employee Businesses

Testimonials & Results

Mitch White

Blade Barbering

Joe and his team provided insightful, actionable advice for our small business. He took time to understand the problems we were experiencing with both technology and operations, map out our workflows, and understand our business goals.

Karen Bang

Bespoke Therapy

Joe has been such a great help for our small business. Our new physiotherapy clinic in Markham has been able to evolve with Joe's expertise in all things digital. From building our brand locally to improving our online presence, we have been able to embrace new technologies.

Ryan Derdall

Mountain Technologies

Rehash Digital has been an immeasurable help to my business... What started out with me reaching out for software advice turned into a great relationship with Joe helping to implement a new Field Service Management software and then developing a new website for us.

Ready to "SmartScale" your business?

Let's start with a Free Strategy Call

SmartScale - Foundations

Frequently asked questions

Do you migrate data?

No. SmartScale is a first build for clean setups. Migrations are part of Transform, or as an add-on.

Can you do Jobber and Housecall Pro? What other software?

Yes. We tailor settings to the tool and tier you choose. For any software not listed in our software catalogue, ask us in our free consultation.

What about inventory, dispatch, or custom PDFs?

Those are outside SmartScale. We can scope them in Transform or later Growth modules.

Do you manage ads?

Ads live on our Digital Marketing pages. We recommend routing & tracking are verified here first.

Is Digital Marketing included?

This package focuses on systems. If you’re ready to promote, see Website, SEO & Reviews, and PPC/LSA for Foundations.