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Getting Started

Quick Tips

Pro tips to help you work faster and smarter with Smthy.

Time-Saving Tips

Use Templates

Create project templates for common landscape jobs (residential gardens, commercial landscaping, etc.) to save hours of setup time.

Bulk Upload Documents

Drag and drop multiple files at once. Smthy will process them all in the background while you work on other tasks.

Set Default Categories

Configure your most-used plant and material categories in Settings to speed up quote organisation.

Search Like a Pro

Smthy's AI search understands context and natural language. Here's how to get the best results.

Search Examples That Work Well:

  • • "drought tolerant plants for north-facing garden"
  • • "quotes from suppliers in Sydney under $500"
  • • "irrigation materials for 200sqm residential"
  • • "pending tenders due this week"

Pro Search Tip

Include context in your searches. Instead of searching "plants", try "native plants for coastal garden" for much better results.

Organisation Best Practices

Project Naming

Use a consistent naming convention:

  • • "ClientName - ProjectType - Year" (e.g., "Smith - Residential Garden - 2024")
  • • Include location for large firms: "Smith - Residential Garden - Toorak - 2024"

Quote Categories

Set up these standard categories:

  • • Plants (Trees, Shrubs, Groundcovers, Grasses)
  • • Hardscaping (Paving, Retaining, Fencing)
  • • Irrigation (Systems, Controllers, Fittings)
  • • Materials (Mulch, Soil, Aggregates)
  • • Labour (Installation, Maintenance, Design)

Workflow Optimisation

Daily Routine

  1. Check dashboard for urgent notifications
  2. Review and respond to new tender submissions
  3. Upload any new quotes or documents received
  4. Update project timelines and milestones
  5. Send out any pending tender invitations

Weekly Review

  • • Review project budgets and timelines
  • • Clean up and categorise uploaded documents
  • • Follow up on overdue tender responses
  • • Update client communication logs

Avoid These Common Mistakes

Not Using Categories

Always categorise quotes and documents. It makes finding them later much easier and improves AI search results.

Uploading Poor Quality Images

Clear, high-resolution images help AI extract better information. Avoid blurry photos or low-quality scans.

Forgetting to Set Deadlines

Always set tender response deadlines. This helps you track progress and follow up with suppliers automatically.

Ready to Dive Deeper?

You've got the basics down. Now explore Smthy's powerful AI features to supercharge your workflow.