What you get
- Your customers, jobs, and history in one place.
- Calls, emails, and web form messages in one inbox your team can see.
- Open estimates and where each one stands.
- The follow-ups you choose, such as estimate reminders and review requests.
- A recorded walkthrough your team can watch again.
How we get started
- We map how jobs move through your business today.
- We set up the first version: contacts, inbox, and estimates.
- We bring over your existing customer list.
- We train your team on a video call and record it for new hires.
- We add the first follow-ups you chose, after you approve the wording.
Your quote spells out each step.
What we set up in one place
- Your customers and their history: past jobs, addresses, notes, and photos.
- Calls, emails, and web form messages, in one inbox your team can see.
- Open estimates and where each one stands.
- Upcoming appointments and who is assigned.
Follow-ups you can choose to add
- A reply to web form messages, so people know their request arrived.
- Polite reminders on estimates that have not been answered.
- A review request after each finished job, sent to every customer.
- Seasonal reminders, such as AC tune-ups before summer or furnace checks before winter, for customers who agreed to hear from you.
Built around how you work
Before we set anything up, we talk with you about how jobs move through your business today: how leads come in, who calls them back, how estimates are sent, and what happens after the job is done. Then we build the system to match, not the other way around.
If you already use a job management or invoicing app, we look at connecting to it rather than replacing it. The goal is less double entry, not more.
Plain training, no jargon
We show you and your team how to do the everyday things: read and answer messages, move an estimate along, and mark a job done. We record a short walkthrough so new hires can watch it later. If something is confusing, we change the setup instead of handing you a manual.
Start small, add as you go
You do not need every feature on day one. Many businesses start with the inbox and review requests. Once your team is comfortable, we can add estimate reminders and seasonal reminders.
Each addition is explained before it is switched on, so nobody on your team is surprised by a message they did not expect to see.
Consent and your data
Follow-ups go by email, and only to customers who agreed to hear from your business. We set up the wording and the opt-out with you.
The customer system runs on our software account. Your contacts are yours: when you leave, you get a full export of your contacts, review-request history, and conversation history.
How setup works
We work by phone, video call, recorded walkthrough, and email. We map out your first version with you, set it up, test it with your team, and adjust it as you use it.
CRM setup is quoted per business, based on how many people use it, which follow-ups you want, and what you are moving over from. Get a free quote.
Common questions
Which CRM do you use?
We choose and configure a system that fits your business and the follow-ups you want. What matters is that your team can use it and your customer data stays yours.
Can I keep my current job management app?
Often, yes. We look at connecting to what you already use before suggesting any change.
Will my team be able to use it?
That is the goal. We keep the setup simple and show everyone the few tasks they do each day, with a recorded walkthrough they can watch again.
Who owns the customer data?
Your contacts are yours. The software account is ours, and when you leave, you get a full export of your contacts, review-request history, and conversation history.
How do we work together?
We work by phone, video call, recorded walkthrough, and email.
Get a free quote
Tell us a little about your business. A real person reads every request and will be in touch soon with a plain recommendation and a quote. No pressure, and no obligation. Anything urgent? Call (480) 788-9594.