CRM Systems Built for Home Service Contractors
Track every lead, every job, every dollar — from first call to final payment. Stop using spreadsheets. Stop forgetting follow-ups. Start scaling.
The problem
You're tracking leads in your head, following up when you remember, and losing track of estimates you never closed. Growth requires systems — and a spreadsheet isn't a system.
Without automated follow-up, nearly half your leads quietly disappear. Each one is money left on the table.
Manual data entry, chasing invoices, and scheduling coordination consume your most valuable resource: time.
If you can't see your pipeline, you can't close it. Estimates forgotten = revenue lost.
What's included
Contact & Lead Management
Every lead in one place — contact info, job history, notes, and communication log.
Visual Pipeline
See every lead at every stage: new lead → contacted → estimate sent → won/lost. Know exactly what needs attention.
Workflow Automations
Auto follow-up emails and texts, estimate reminders, review requests, and more — triggered automatically.
Mobile Access
Full access from your phone. Update jobs on-site, see your pipeline from anywhere, add notes in seconds.
How it works
Discovery & Setup
We learn your workflow, existing tools, and team size. We configure the CRM to match how you actually work — not a generic template.
Data Migration & Training
We import your existing contacts and leads. We train your team (1–2 hours). You're up and running.
Live & Automated
Your CRM is live with automations running. Leads flow in automatically from your AI tools and website.
Pricing
Transparent pricing with no hidden fees. Cancel anytime.
Basic CRM
+ $99 setup
- Up to 5 users
- Contact management
- Visual pipeline
- Mobile access
- Basic reporting
CRM + Automations
+ $299 setup
- Everything in Basic
- Automated email/SMS sequences
- Workflow automations
- Advanced reporting
- AI tool integrations
What Contractors Save With a CRM
An HVAC contractor with 8 techs was spending 4 hours/day on admin tasks across the team. After CRM implementation with automations, that dropped to under 1 hour/day — saving 3 hours × 5 days × $25/hr admin rate.
$1,875/month in recovered admin time. Plus 22% improvement in estimate close rate from systematic follow-up.
Is this
your business?
If any of these describe your situation, CRM was built for you.
See if it fits- 01 Contractors managing 20+ leads per month
- 02 Businesses with a team of 3+ people
- 03 Anyone currently tracking leads in spreadsheets or their head
- 04 Contractors wanting to increase estimate close rates
- 05 Businesses that have tried CRMs before and given up on complexity
Questions answered
Those are great field service tools focused on dispatching and invoicing. Our CRM focuses on the sales side — lead management, pipeline visibility, and automated follow-up. Many of our clients use both: our CRM for sales and their existing tool for job management. We integrate with both.
Typically 1–2 weeks from kickoff to go-live. We configure the system, migrate your data, and train your team. You don't need to figure anything out yourself.
Yes. We'll import contacts from spreadsheets, another CRM, or any list you have. We handle the migration so you don't lose any history.
Adoption is the biggest challenge with any CRM. That's why we keep it simple — only the features you'll actually use — and provide hands-on training. Most teams are using it naturally within two weeks.
Yes, completely. Your data is yours. You can export it anytime. If you ever leave (though we don't think you will), you get a full export.
Ready to get started with CRM?
Start with a free AI audit to see your full opportunity — or reach out directly.
Month-to-month. No long contracts. Cancel anytime.