The Smackdab Managed Product Library keeps growing, and your introductions have been the single biggest driver. Lutron and Mountain West Distribution are the latest wins and both came straight from this community.

Three more brands are at the top of the request list:

Brands we need help connecting with: • JL Audio • Alfatron • Savant

If your company does business with any of these, a quick intro email to your rep (copying [email protected]) is all I need — I'll take it from there. A little encouragement from their dealers goes a LONG way.

Not sure what to say? Copy and paste this:

"I wanted to introduce you to Brian at Smackdab. Smackdab is a brand new AI Powered Proposal Tool we are working with. They are building out a catalog of products, and we'd love for your product to be included - would save us a bunch of time!"

Every introduction makes the catalog better for everyone who quotes with it. Thank you!

I wanted to give you a quick preview of what we are working on with floor plans right now.

https://playback.smackdab.ai/share?slug=2b057e28bcaf1e43&t=87

If you are interested in signing up for our floor plan user group, please do so here:

https://forms.smackdab.ai/form-template/form/019e2864-608b-7732-8c3e-4f2e4c37774d

I'll be sending out invites to a User Group Webinar next week.

You asked, we answered! You can now hide the line item prices on the client view of the proposal. Check it out!

https://playback.smackdab.ai/share?slug=3536912e358233e6

The other big ask we've received is importing items from iPoint into Smackdab and we are actively working on it -aiming to wrap it up this week or early next week.

Whew! What an event season. ProSource, Oasys, HTSA. We wrapped HTSA this week and now we are back to the grindstone.

Getting to connect with so many of you at these events was everything! The iPoint love was humbling. The excitement, unmatched.

We are back at and will have lots of updates next week on:

• Pushing items from iPoint to Smackdab

• Packages

• Modifiers

• Custom theme builder

• And more!

The best is genuinely yet to come. We are so glad you're on this ride with us!

Thank you. Seriously.

We’re actively building out the Smackdab Managed Product Library to make sure it reflects the brands you actually sell, not just a random catalog full of products nobody uses.

Right now, I could use a little community muscle.

If you have strong relationships with any of the brands or distributors below and would be willing to make a warm introduction via email (copying [email protected]), I can take it from there.

Brands/Partners we need help connecting with:
• Crestron
• Lutron
• D&H Distribution
• Coastal Source
• Legrand AV
• Mountain West Distribution

If your company already does business with any of these organizations, a quick introduction and a little encouragement from their dealers goes a LONG way.

And if you want to help but aren’t sure what to say, here’s a good place to start:

“Direct manufacturer and distributor relationships help ensure cleaner data, better pricing accuracy, and faster catalog updates. Having trusted data directly inside the quoting platform makes it easier for integrators to sell.”

Also, huge shoutout to John Campbell from HomeTronix for helping us get our API-level integration with ADI across the finish line. Now live inside the Smackdab Catalog.

I see that its coming to be able to import our items/packages from ipoint to Smackdab. Does anyone have an idea of when we might see that?

When viewing all of our open proposals, I need to have a column to see who the salesperson is and sort by sales people.

Is it a bad idea be taking a deep dive into the catalog right now and modifying all of the pricing...which then moves it into OUR items database? Will it lose its connection to the catalog database to get further updates on specs, etc?

Create proposals on the fly! Check out this video for a demo - this is an unedited screen recording. That's the real speed of adding an item to a proposal from your phone.

https://playback.smackdab.ai/share?slug=f9a489b9e676fe18

To get this now, add yourself as a TestFlight user (iOS only right now - Android is coming soon! Aiming for next week)

https://testflight.apple.com/join/5MwHKn75

Housekeeping

Brooks, Brian, and I will be at the HTSA event for the first part of next week so I likely won't be posting daily. Don't fear, we aren't going dark for long - I'll be sure to have posts of cool things for you Thursday and Friday.

Also, the Proposal Pro features are now locked down so you may run into things that say you need to upgrade. You can start the free 14 trial of the Pro plan to get access to those to check them out.

Happy Smackdabbing!

Probably not the right term but you guys have shown the ability for me to record video clips to discuss certain aspects of the proposal. Will these be reusable? For example if I record a really good explanation of service plans can I put that in future proposals?

I'll let the video do most of the talking, but now you can watch your client's cursor live. See exactly what part of the proposal they are looking at. Check it out and let us know your thoughts!

https://playback.smackdab.ai/share?slug=9377f21ee01304e7

And no, you can't see the clients webcam to see the light in their eyes as they look at your beautiful proposal (that's the most common question I get on this feature 😜 ).

https://playback.smackdab.ai/share?slug=223985589b3857c4

Check out the video above for the details. We've taken the customization from the Marketing module and ported it over into the Proposal module. You can now add custom images and videos into your client proposal to really showcase what you can offer them!

We have other blocks too! Spacers, dividers, social media links, logos. There is also a text block that is a little wonky right now, but that should be buttoned up tomorrow.

Check it out and let us know your thoughts!

The only way I can find to add an area/room to a proposal is through the "add item" interface.


Seem like we should be able to add areas from the main proposal page or the left navigation.

Where We're At with Supplier Data in Smackdab

The catalog is coming together fast — and we think you're going to love what's in it. We've locked in relationships with some of the best brands in the industry across audio, video, lighting, control, automation, and more. Take a look at what we're working with below, and let us know in the comments: are there suppliers you'd like to see us add? This is your catalog too, and we want to make sure it has everything you need to build and win proposals.

One thing to note as you browse — having a relationship with a supplier doesn't mean the data is live and ready to go just yet. We're actively in the weeds on curation: verifying pricing tiers, mapping specs, and making sure everything is accurate before it's proposal-ready. We expect to have the current batch fully polished within the next couple of weeks, and we'll keep you posted as each group goes live.

Distributor Connections

• ADI Global — Access Networks, ADI Global, ADI BTX, Snap One

• Expert Warehouse

• Ingram Micro

• Pioneer Music Company

• TD Synnex

• Apex Technologies — Apex Power, TPI, Meridian, HDA

• Alarm Product Distribution (APD)

• Wave Electronics

• Playback Distribution

Direct Brand Connections

Audio & Home Theater Bowers & Wilkins, Denon, Marantz, Polk, Definitive Technology, Classe, Bluesound, NAD, Origin Acoustics, Sonance, James Loudspeaker, Leon, SVS, Wisdom Audio, Audio Control, Storm Audio, Tributaries Cables

Video & Displays Sony, LG, Epson, Barco Residential, Seura, AWALL, Just Video Walls, IC Realtime

Control & Automation Josh AI, Crestron, Savant, Sonos, Aurora Multimedia, Future Ready Solutions, WhyReboot, Black Nova

Lighting DMF Lighting, WAC Lighting, FX Luminaire, Proluxe / American Lighting, Colorbeam, Trufig

Home Theater Furniture & Acoustics CinemaTech, Salamander

Outdoor Living Jet Living Products

Mounts & AV Furniture Future Automation, Crimson AV, Ergo AV, Audio Visual Furniture International, Blackwire Designs

Power Management SurgeX

Networking & Infrastructure Cleerline, FrameWorks

Drop a comment below with any suppliers you'd like to see us add — we're all ears and actively growing the list. And stay tuned: as each brand's data goes live and becomes proposal-ready, we'll be posting updates so you know exactly what you can start using. Exciting things ahead!

Also, here is a quick video showing what the authorization to get pricing will look like when we are ready for you.

https://playback.smackdab.ai/share?slug=3bed8f0bc1b546eb

Just wanted to give a shout out and thank you to the Smackdab team for getting the proposal module out. While I haven't had a chance to use it yet the launch video makes it look very, very good. Can't wait to see the other modules as they are released.

👏 👏

https://playback.smackdab.ai/share?slug=e78f03537d95ccb9

We told you last week it was coming. Today's the day.

Smackdab Proposals is open and ready for you to explore! And.... during this early preview, all Proposals features are available on every plan. Full access. Just for you, right now.

We're going to be real: this is an early look. There's some genuinely cool stuff in here — but we're moving fast, and not everything is polished. We're showing you anyway because your feedback is what shapes what happens next — and honestly, you've waited long enough.

WATCH THE DEMO VIDEO

🎆 READY NOW — DIG IN 🎆

• Create a proposal

• Add items

• Record videos for your clients

• Cover Page, Scope, Terms & Conditions, Payment Schedule

• Send a proposal

• Electronic Signatures

• Custom items

• Accessories

• Labor (note that this works a little differently than you're used to in iPoint. All labor is an accessory. This will make task completion much more powerful in the future - cool things coming)

• AND MORE!

🚧 Coming Next Week 🚧

• Modifiers

• Cost from Vendors

• Client Viewing Notifications.

  • Know the moment your client opens a proposal and watch their cursor move, live.

• Packages

• Full Custom Theme Builder

  • We have a basic one now that is pretty cool, but the one next week will blow your socks off!

• Customizable Product Detail Widgets

  • Product details in Smackdab are fully customizable — drag, reorder, and arrange widgets however you want. It's genuinely cool. That said, we're actively building this out. Some widgets look great, some are still getting polished. Reordering and resizing aren't quite locked in yet, so feel free to preview the layout — but don't spend time rearranging things. Changes may not save as we perfect the system.

🔮 ON DECK — YOU'LL SEE IT, IT'S COMING 🔮

• AI Chat on Proposals — Chat with AI right inside a proposal. Edit your proposal with AI assistance.

• Floor Plan — Super early. Non-functional. Fun to poke at, but don't expect much yet.

Updates are coming in fast. We'll be shipping new stuff constantly — and we'll keep you in the loop as each thing lands. For now: explore, break things, and tell us what you think.

Have fun with it!

Rob & Brooks

https://smackdab.ai/

As an iPoint admin, I was going to play around with the CRM to start using that as our main front-end but when I log into smackdab, it just pops up a message saying my license is expired and I need to buy/renew?

I've looked around and can't seem to find any "migration" type documentation to help us get our contacts sync'ed over and training for our team on how to use it.

We've been working hard to ensure Smackdab is as intuitive and user friendly as possible. To that end, the Ask Smackdab AI agent will be able to to show you around, highlight cool features, and overall hold your hand as you navigate Smackdab. It's always there to help you out or attend to you Smackdab needs.

This preview video is a little rough (Ask Smackdab gets in the way sometimes or doesn't have the perfect answer - all stuff we are improving), but you should get the idea. Skip ahead to the 5 minute mark to see the best stuff of it showing how to create a proposal.

We aim to launch Ask Smackdab by the end of April.

https://playback.smackdab.ai/share?slug=c6f0f47f7d57fdb7&t=300

Hi,

Its been pretty quiet around here again with the last update saying there would be a preview of the proposal lite module after it was shown at ProSource but no indication of when. I know we are all excited to start migrating and continue migrating to Smackdab so apologies for being impatient.

Hoping for a realistic timeline of releases, I know you intended to have things much further along by now so if you could provide an updated timeline it would help me, and others I’m sure, plan for our software stacks throughout the year and into 2027.

Hello Everyone,

We are excited to share that Smackdab Proposals will be showcased at the upcoming ProSource Conference in Nashville, March 8 through 11, with a planned release later in March.

Behind the scenes, we are also expanding direct partnerships with distributors, manufacturers, and vendors to strengthen and grow our managed product database. Our goal is to ensure you have cleaner data, better pricing visibility, and a smoother workflow from the start.

Thank you for your continued support and patience as we keep building with you in mind. More updates are coming soon. Stay tuned.

Just curious where things stand now.

<s>>test</s>

<s>test</s>

In my seemingly never ending quest to improve efficiency and visibility into projects past and present I need information in a single spot, or two at the most. Right now we are scattered in a few different areas. In a perfect world everything would be in iPoint but for various reasons our notes have stuff like “will update later” or some variation. Just extra stuff to wade through.

So I thought I’d make the policy that only notes related to time would go in iPoint for invoicing reference and job details would go in a word doc or similar. But now I’m second guessing myself.

I was waiting for Smackdab to get the kinks worked out, full disclosure I’ve spent very little time in it, but now I’m wondering do I have the guys do time related notes in iPoint and shift to Smackdab for job related notes, like where an appletv is located or what was done on a given day.

I hope I’m making sense. My brain is fried after working on new initiatives for the past 7 days almost non stop.

Open to any and all suggestions.

We do of course have site plans marked up and spreadsheets with IP addresses and MAC addresses in separate locations that really can’t live in Smackdab as far as I know but just trying to finalize a system that we can run today and not have to change course in a few months when we hopefully start using Smackdab more as new modules are released.

Communication is also big so I’m hoping the email tie in with Smackdab will help with various people talking to clients and provide visibility for all of us.

Here's the deal

Our launch earlier this year didn't go so well. The webinars had bugs, automations crashed, and it wasn't the experience we wanted to deliver. So we stopped, stepped back, and got to work.

What we've done

We completely rebuilt the front end with a new professional design, and rebuilt the entire automations engine. We moved half of our iPoint team to Smackdab as full-time testers. We spent months bug squashing, testing and refining everything. We focused on improving the synchronization between Smackdab and iPoint.

We believe Smackdab is ready, but we also believed that last time. So we're taking a different approach.

A Careful Start

Before we open this up widely, we want to make sure our platform and onboarding process are right. To do that, we're inviting a small group of companies to go through a guided, one-on-one onboarding experience with our team.

This isn't a perk we will be able to offer to everyone, and if we did this right, you won't need additional hand holding! But, we want to work directly with some initial companies to learn where you do need help. Your experience will help us identify gaps and refine the process so it works smoothly for the rest of the community.

If you're excited about Smackdab and willing to be part of this learning process with us, fill out the form below to apply. We'll be selecting a limited number of participants to begin next week.

👉 Application Form

Thank you for sticking with us. We're committed to getting this right and delivering you an experience like none other.

Brooks Swift
Smackdab
CEO & Founder

Hi, does Smackdab pay support automatically adding a credit card surcharge? If so, what is the timeline for getting integration with iPoint for invoices? I'd like to start adding a surcharge to all invoices if customers opt to pay by credit card.

Secondly, I may bring our recurring alarm fees in house instead of the monitoring company handling it. I'd rather just wait until I can set this up in Smackdab and then have Smackdab push to iPoint or quickbooks as needed. Any idea on timeline for this? I don't mind waiting a bit for it.

Just wondering where this sits. Been pretty quiet and ive been ready to get this moving for a while now. How about the Help desk portion? App? anything? Thanks everyone!

I'm growing more and more frustrated with how we handle job notes within my company. Techs complain about iPoint being slow so notes don't get done. To try and help this we started doing a google doc and/or spreadsheet for jobs. But now I'm looking in multiple places for info only to find the techs still didn't provide the info I want usually but thats another story.

The notes section under contacts in SmackDab seems pretty basic and at least when I just quickly looked it seemed like our iPoint notes were mixed in a timeline with a lot of other stuff. Clicking notes under the contact on the left bar just brought up an empty note.

Do you have a vision for notes in SmackDab? Can we expect formatting, rich text, ability to paste pictures in a note, etc, etc. Or should I just assume basic text based notes in SmackDab? Trying to get everyone in my company into a single platform for our notes (mix of iPoint/Smackdab ok for the short term) but hoping we can stop with google docs, etc.

Looks like my SmackDab is doing a full migration again so it'll be a little while before I can look at notes again in it.

Hello... again! I am really digging in today! 😆

Quick question about tags; is there anywhere/way to edit them or delete them? I started adding a bunch but realized some of them are a bit to vague and need to be edited and some of them are now irrelevant.

TYIA

Hello!

In IPoint we have everything organized as a parent contact and then each of their separate addresses listed underneath. This is for both homeowners and builders.

But when the transfer happened for us, everything ended up under contacts. So now I have several hundreds of address but they are no liked to anything else. If you go into history, you can see scroll through the events to see the parent contact but it’s not clickable and the address is not listed under the contact. Nothing in the related fields either.

Is there a way to rectify this?

TYIA

Good morning!

I am noticing that there are no new contacts that have been added via Ipoint in Smack Dab since we did a sync about 3 months ago.

I was under the impression that things would be syncing from IP into SD going forward until the two are merge.

Was this a one time thing?

If so, how do we sync just the new contacts/companies since the last sync?

Is there a way to make this automatically happen when we add things in IPoint?

What's the timeline on the merge?

Thanks!

Will we be able to have different pricing tiers for different employees? I may need/want more features than my techs need for example.

https://www.loom.com/share/4b63ea83fb264e88ad743925c5066d7b?sid=bc15ee69-660f-4e4e-b7e1-e6708fc60436

Hello!

I am getting ready to train my sales team on how to use smack dab, specifically on CRM tasks so they can get used to it for now until the big merge with I-Point happens.

One of my pain points with using it right now is that I am thinking about CRM notes directly after a meeting or networking event but I am not at my computer so I send notes to my self and then have to circle back around and add notes to SD once I am back at my computer. I'm currently about a month behind because we are super busy and it keep falling to the back burner. I totally own that this is on me but also just trying to keep things as efficient as possible and also taking into consideration that the sales guys will also struggle with this and I don't want them to feel bogged down.

Curious if there is any update for when the mobile app will be rolling out?

Also, curious if there is an opportunity to set up a text based updating system similar to receipt submission for Ramp. You can text in your notes and a photo of your receipt and it automatically adds the info to the system for you.

TYIA,

Jessica

I started to try a few things in SmackDab but ran into some snags so I figured I'd ask the question here if its possible.

We've had difficulty tracking job status, lead status, deal status, etc. I started working with Notion toward the beginning of the year and its pretty powerful. I have a customer database where client notes live and then I have several properties for things like project status, scheduling, what techs are needed, etc. I'm going to attach a small portion of the database to give you an idea. The nice thing is I can view this data in any number of ways. I think SmackDab is supposed to, or is going to, allow basically the same thing but I wanted to be sure. My goal is to get away from Notion for this and do it natively in SmackDab.

Can there be a view on the dashboard for example that pulls from various places? I see I can make a Kanban view in Deals for example, and another in Contacts, etc. What I'd like is to see the "master list" of active deals, projects, service jobs, etc something similar to my image where every row is a client.

I haven't been diving too deep in SmackDab since I'm waiting on the relaunch and a little guidance in best practice setup and frankly time has been a hard thing to come by recently.

Should info be synced between multiple browser tabs? I had Contacts open in one tab and Deals in another. I added Deal columns to the Contacts view as I'm trying to test something. I updated the Deal stage in the second tab and it wasn't reflected on the Contact tab. I clicked into the contact on that tab and it still didn't show the correct deal stage, presumably it would have loaded the latest info when I opened the contact. I clicked on the deal from within the contact card and it opened the deal window (in the same tab) but with the wrong status. So I have two different stages showing in two different tabs.

Hello!

Curious if there is any plan to incorporate a forms widget? Right now I’m using airtable for this but it would be so awesome if we could link data directly to a contact in smack dab!

For example; we started doing post factum meetings for finished projects. Instead of just taking notes on a word doc that gets saved away in a folder, with data that would have to be dug for, I’m creating an airtable form that can be filled out during the meeting and then submitted to back to airtable. This way over 6 months or a years time, we will have a data set that we can analyze and pull from.

TYI

Jessica Betzold, Admit One

I tried posting this in the feature request section but it wouldn't publish.

Can the software automatically track time per employee when working in a customer "file".

Example, if we are building a proposal, working in a change order, etc it would be nice if the software could track that time automatically without the need to "check In/out". I would think areas such as proposals, change orders, project scheduling, etc would be good to have this feature enabled.

Have an email template that requests a $500 pre authorization for a service call. Customer signs off on it and then when the service call is done we charge the actual amount - up to $500 in my example. If we are going to exceed that amount then maybe it needs to go through proper engineering/project management, etc. Or possibly if it's labor only and takes all day we clear it with the client of course but then just charge the full amount. Not sure of the best way to handle this. But tired of waiting on payments from clients for service work.

Will there be a way to preauthorize a credit card? Maybe we have an email template that requests a $500 pre authorization for a service call. Customer signs off on it and then when the service call is done we charge the actual amount - up to $500 in my example. If we are going to exceed that amount then maybe it needs to go through proper engineering/project management, etc. Or possibly if it's labor only and takes all day we clear it with the client of course but then just charge the full amount. Not sure of the best way to handle this. But tired of waiting on payments from clients for service work.

Morning!

Curious if I am going about this the correct way. I have been splitting any contacts that were migrated over from IPoint as a couple, example; Johnson, John & Jill, if there are two separate emails listed. And leaving them alone if there is only one email listed.

My thought was that if we want to pull emails for a marketing campaign, we would need them to be listed individually in order to grab both emails, since a curated list would pull the primary email only, right?

Am I on the right track here? Any reasons why it would be worth going a step further to split them either way? Or is there a way to grab multiple emails from one contact card?

Also, thinking out loud, that makes me wonder if we went with the later option of keeping them combined and grabbing multiple emails, what would happen with clients who have multiple email addresses, like a personal one and a work one. We wouldn't want them to get marketing emails from us at both email addresses. Maybe I just answered my own question? Lol Feeling curious, might delete later 😂

Hello! I am building our internal SOP so we can get the whole team on board with using smack dab next quarter!

Curious, how is everyone organizing things? So far we have our builders, architects, interior designers and industry partners under companies and all each individual client under contacts.

Then we also have our project's (or each residence/address) under contacts as well. So the residence is listed 1234 street drive, and then it's home owners are linked as related contacts. This way if the client has several addresses, they are accessible individually which is useful for proposals and marketing.

Is this the best way to go about it? Or should I create a separate entity for Projects? Any thoughts, or advice is greatly appreciated!

TIA

Jes

I have a long list of feature requests that I've been putting together for awhile. Is there a good email address to send them to? I can't remember if [email protected] is the right address or not.

Just some teasers. The Mega Search is going to be AWESOME!

Hi everyone,

I know it's been a hot minute since we've reached out. We've been HARD at work fixing some critical issues that came to light in June. Our entire Smackdab AND iPoint staff, along with all our early adopters, have been hammering the platform, and we're about finished resolving every issue we could find and tackling our stability problems.

I made you a Loom video showing some of the updates and sharing the new version, which we think will be ready mid-September.

There's going to be a lot of activity over the next few months as we reintroduce Smackdab's new look, roll out our streamlined proposals system, and introduce new features every month.

I can't wait to re-engage with you all as we gear back up again.

Brooks
https://www.loom.com/share/cf2a0e33bfc34a2ca07e6ee048e94d4e?sid=46163718-7f27-4bdb-a17c-399d9433cd6d

Hi,

Just thought I'd check in and see how things are going. Doesn't look like there has been a training in awhile so curious where things stand, what's next, roadmap, etc.

I'm hoping to start leveraging the CRM functionality and automations.

My employees, myself included, struggle with all of the steps a client takes through our sales process. Particularly when factoring in various software suites. Has anyone started using Smackdab for deal pipelines and automated “reminders” for lack of a better term? If so, how is it going? I think Brooks mentioned the automations (flow engine) was getting reworked. So not sure if I should start building things and give my team access.

What we struggle with as an example is when we get a new client contact, enter them in iPoint and schedule appointment. Then we have to enter in OneVision, then MailChimp (used for our marketing emails). Then I create a proposal in iPoint and I need to also enter details in OneVision. When proposal is won I need to not only handle it in iPoint but also OneVision. Etc, etc. before I go down a rabbit hole of using yet another piece of software to create reminders based on triggers is SmackDab in a state where I can use it for the reminders portion at least? I know it won’t integrate with OneVision and MailChimp but if I can mark the deal as won will it prompt me to enter the details in my other software suites?

I currently use notion for my notes and as a repository for tips and tricks, company info, etc. so it wouldn’t be a stretch to have that do automations. Just trying to reduce the amount of software.

Open to any feedback at all!

is there a recording of the webinar from June 12?