Every shop spends to find new customers and almost none spend anything to keep the ones they have. The database you already paid for is the least worked asset in most contracting businesses. This is the part that works it.
No contracts. Ever. Month to month, cancel yourself in the app. No card to start, no demo call, no salesperson.
What was done, when, by whom, what it cost and what they paid — for as far back as your migration goes.
The pictures from the last visit and the completed checklists stay on the customer, not in a technician’s camera roll.
Caller ID matches the number to the record before anybody says hello, and the context push sends balance, history and any do-not-service flag to every phone in the company at the same moment it rings.
There is a merge tool and an address guard, because a customer who exists three times has no history at all.
A shop with agreements has next spring already on the calendar. A shop without them starts every year at zero.
Plan, price, billing interval, renewal date and how many included visits have been used — so a technician in a driveway knows whether this one is covered.
A dedicated list of agreements about to lapse, instead of finding out next season when the customer calls somebody else.
The scheduled visits that come with the agreement, on the calendar, filling the shoulder months from your own book rather than from ads.
Sent by text when the work is done, which is the only moment a customer is ever going to do it.
Yes, free, on either plan, and we do the moving — customers, jobs, estimates, invoices, payments and price book. The first migration into this system was 22,000 jobs, reconciled line by line. You review what came across, and what did not, before anything goes live.
Yes. Each plan carries its price, billing interval, renewal date and visits used, with a dedicated list of agreements about to expire and recurring service events on the calendar. For trades that live on agreements this is usually the highest-value part of the product.
A merge tool for the ones that already exist and a duplicate-address guard to reduce new ones. It matters more than it sounds: a customer who exists three times effectively has no history, which defeats the point of having a CRM at all.
There is no user limit. Both plans include unlimited users, so office staff, bookkeepers and apprentices cost nothing to add.
We migrate your history free on either plan, and we do the moving. If it is not better than what you have, you have lost nothing but a month.
No contract · Cancel in the app · Unlimited technicians
