What You Can Do
Here’s a simple guide to all the features in the Smart Refill app, designed to help you save time and grow your business.
Core Features
Dashboard
Your business command center, with AI-powered insights to start your day.
- Daily Insight: Greets you with a performance summary and a suggestion from the previous day.
- Key Stats: Instantly see today's revenue, active customers, and delivery counts.
- Revenue Chart: Visualize sales trends to track your financial progress.
- AI Tools: Access Smart Scan right from your dashboard to quickly process orders.
Smart Scan
Turn text messages or photos of your sales notes into structured orders.
Refill AI
- Intelligent Extraction: The AI understands context to pull out customer name, quantity, and address.
- New Customer Detection: Automatically flags if an order is from a new or existing customer.
- Multi-Format Support: Works with pasted text and uploaded images of handwritten logs.
Customers Page
A powerful CRM to manage your entire customer base and see actionable AI insights.
- Multiple Entry Methods: Add customers one-by-one, import a list via CSV, or let the AI add them automatically from Smart Scan.
- Centralized Profiles: View a customer's complete history, contact details, assigned assets, and custom pricing all in one place.
- Real-time Sync: Any update made to a customer's profile is instantly reflected across the entire app, from the delivery map to the transaction ledger.
- AI-Powered Insights: Get monthly reports on your top and at-risk customers, plus a daily forecast of who might need a refill soon.
Daily Operations
A unified ledger to track all your sales and business expenses.
- Unified Ledger: See all income from completed sales and all business costs in one chronological list.
- Calculate Profit: Automatically calculates your Total Revenue, Total Expenses, and Net Profit for any period.
- Record Everything: Easily add walk-in sales or business costs like gas and supplies.
Smart Delivery Maps
Visualize customer locations and daily deliveries with interactive, branded maps.
- Branded Icons: See your business and customers represented by custom water droplet and station icons.
- Live Delivery View: The Operations map shows only pending orders, which are removed once completed.
- Interactive Details: Click any pin on the map to instantly view customer or order details.
- Optimized Performance: Maps load on-demand for faster page speeds and lower costs.
AI Tank Monitor
Virtually track your water supply without hardware to prevent theft and manage stock.
Refill AI
- Real-time Tracking: Automatically deducts water from your virtual tank with every completed sale.
- Discrepancy Alerts: Get notified if water usage doesn't match your sales records.
- Manual & Auto Modes: Supports both standalone tanks and RO-connected systems.
- Informed Decisions: Understand your consumption patterns to optimize refills and scheduling.
Inventory
Track your physical assets, from water containers to dispenser units.
- Monitor Stock Levels: Know exactly how many of each item you have on hand.
- Get Low Stock Alerts: Set thresholds to be notified when you're running low.
- Assign Containers: Track which of your business-owned containers are with which customers.
Teams
Manage your team members and assign them roles with specific permissions.
- Invite Team Members: Send email invitations for staff to join your workspace.
- Assign Roles & Permissions: Control what each team member can see and do (e.g., Admin, Delivery).
- Manage Team Profiles: Keep track of team contact information and employment status.
Payments
Create professional invoices and send them to your customers.
- Connect Your Gmail: Link your email to send invoices and reminders directly to customers.
- Generate Invoices: Search for a customer and create a new invoice in seconds.
- Track Invoice Status: See a list of your most recently created invoices and their status.
Premium AI & Business Tools
Automated Scheduling
Set a customer's service schedule once, and let the AI automatically create their orders on the right day.
Premium
- Set & Forget: Define a weekly, monthly, or quarterly service schedule for any customer.
- Automatic Order Creation: The system runs daily to find who is due for service and adds their order to your queue.
- Reduces Manual Work: Saves you time and eliminates the risk of forgetting a regular customer's order.
- Smart & Efficient: The backend function is highly optimized, running once daily with targeted queries to ensure minimal cost.
River App - Your Customers
Give your customers a modern, one-tap ordering experience.
Premium
- Direct Customer Bridge: River acts as a private bridge, connecting your loyal customers directly to you.
- Full Control: You have complete control and visibility over your customer relationships and data.
- Seamless Experience: Customers can easily re-order, track deliveries, and manage their account.
River Partners
Acquire new customers from the River user base near you.
Premium
- Customer Acquisition: Tap into a new customer base through the River mobile app.
- Seamless Integration: Orders from River appear in your dashboard, ready to be delivered.
- Verification Required: A verification process is required to become a partner.
Customer Data
Your roadmap to success. Keep your data clean and reliable.
Premium
- Monitor Customer Activity: Easily see who your recurring customers are and identify those who haven't ordered in a while.
- Automated Data Cleanup: Each month, the AI scans for and merges duplicate profiles.
- Actionable Notifications: Get a simple notification summarizing the cleanup, turning your customer data into a reliable tool.
- Monthly Customer Insights: Get an AI report identifying your top and at-risk customers.
Predict Who Needs a Refill
The AI looks at past orders to guess who might need water soon.
Premium
- Smart Suggestions: Get a list of customers who are likely ready for a refill.
- Clear Reasons: The AI tells you why it made a suggestion, for example, 'They order 5 bottles about every 10 days'.
Automated Engagement
Keep customers loyal without lifting a finger. The AI sends personalized messages.
Premium
- Refill Reminders: Automatically text customers when they're about to run out of water.
- Post-Delivery Thank Yous: Send a thank you message after a successful delivery to build goodwill.
- Promotional Blasts: Announce new products or special offers to your entire customer list.