Contractor CRM
Keep Track Of Your Customers
- Comprehensive customer database and dashboard
- See contact information and activity at a glance
- Easily highlight maintenance plan customers
- Search, manage, merge, tag, and delete records
See complete customer history from field or office
- Calls, contacts, and appointments
- Equipment, jobs, and proposals
- Invoices, payments, and maintenance plans
Clear information about your customers
- Store multiple contacts per customer
- Track referral source, contact type, and location
- Maintain multiple billing addresses and locations
Manage and deliver on maintenance agreements
- Set up maintenance plan types that fit your business
- Simplify and automate scheduling
- Track plans by type, status, expiration, and service windows
Know what systems your customers have
- Record install date, manufacturer #, model #, serial #, warranty status, and images
- Track customer equipment across multiple locations
- Import equipment from previous systems
Professional notifications that keep homeowners informed
- Text, email, or voice messaging
- Confirmations, reminders, running late, en route, and cancellation notices
- Maintenance plan schedule requests and proposal reminders
