Everything You Need to
Master SmartOffice
From installation to advanced features, your complete roadmap to running your business smarter.
Installing SmartOffice
No app store required, install directly from your browser
Works on All Devices
SmartOffice is a Progressive Web App that installs on desktop and mobile. Use Chrome, Edge, Safari, or any modern mobile browser.
Click the install icon in Chrome or Edge address bar
Open in Chrome and tap "Add to Home Screen"
Tap Share in Safari, then "Add to Home Screen"
Video Guide
Sign Up & Settings
Create your account and configure your workspace
Quick Account Setup
Enter your company name, full name as admin, phone, email, and secure password. Choose a plan that fits your business needs.
Pay with card, EFT, or local methods. Your workspace activates immediately after payment.
- Upload your company logo
- Enter business details & registration
- Add banking information for invoices
- Configure email sender settings
Sign Up Tutorial
Basic Features
Core tools available across all plans, including your free trial
SmartOffice gives you everything needed to run your business in one place. These features are available immediately, even during your 3-day trial.
View stats, activity, and financial performance at a glance
Add and manage customer or business information
Organize work, budgets, and timelines efficiently
Drag-and-drop workflow: To Do, In Progress, Blocked, Done
Store files and link them to projects or tasks
Professional documents with auto-calculation and PDF export
Track income, expenses, and generate financial reports
Add team members and control feature access
Basic Features Tutorial
Funeral Plan Module
Specialized tools for funeral service providers
Complete Policy Management
Designed specifically for funeral parlours to manage policies, members, beneficiaries, premiums, claims, and payouts all in one integrated system.
Define premiums, cover amounts, waiting periods, and beneficiary limits
Add main members and beneficiaries with complete details and documents
Capture monthly payments with automatic invoice generation
Submit, review, and approve claims with document uploads
Process payouts only for approved claims with full audit trail
Configure waiting periods, lapse rules, and required documents
Funeral Module Tutorial
Need Help?
Our team is ready to assist you with any questions about SmartOffice.
Important Links
Quick Navigation
© 2025 ValoyITech (Pty) Ltd • Reg: 2025/567817/07 • Tax: 9099219298
SmartOffice is developed and operated by ValoyITech