Toolkit · CRM, messaging & app
CRM, messaging and mobile app for home services teams.
We give home services teams one record per customer and one inbox for every conversation. Calls, texts and email with each customer sit in a single thread, on a mobile app your crew already carries, so anyone can pick up where someone else left off. If you already have a CRM we work inside it; if you don't, we set up a simple one.
The problem
Why this matters for a home services business.
Conversations are scattered
Texts on a tech's personal phone, email in one inbox, calls in another system. Nobody sees the whole story.
Customers repeat themselves
Whoever answers doesn't know what the last person promised.
The CRM nobody updates
Records go stale because updating them is extra work.
What you get
Everything included.
- One record per customer with every call, quote, job and invoice attached
- One inbox for calls, texts and email, grouped by customer
- Your own email domain and named mailboxes like dispatch@ or hello@
- Call routing you can see and shape: ring order, devices, recording
- Lead alerts that reach your phone the moment a new lead arrives
- A mobile app that also answers questions about your numbers
Before and after
What changes.
Works withYour phone numbers · Housecall Pro · QuickBooks · Google Calendar and Gmail · Stripe · your existing CRM
How it works
Four steps, and you see your numbers first.
We connect your phone numbers, email and existing CRM, or set up a new one.
Calls and messages go to the right person, with the customer's history attached.
Your team answers from the web or the app; the record updates on its own.
Every conversation counts toward the right number in your Monday Report.
In your trade
What it looks like day to day.
Keep every quote conversation in one thread, from first call to install.
More for windows & doors →Pest control companiesGive techs the customer's history on their phone before they knock.
More for pest control →Electrical contractorsSee every message about a big panel-upgrade quote in one place.
More for electrical →Questions
Common questions.
What is the best CRM for a small home services company?
The one your team will actually use. We work inside the CRM you have; if you don't have one, we set up a simple one built around customers, jobs and follow-up rather than a sales pipeline you'll never update.
Can my technicians use it from their phones?
Yes. The mobile app shows every conversation with each customer and lets techs reply from the field.
Can texts come from our business number?
Yes. Texts and calls use your business numbers, and email can go out from your own domain.
Do you move us off QuickBooks or our scheduling software?
No. We connect to them. QuickBooks estimates, for example, sync onto the customer record automatically.
More of the toolkit
Everything reports back into your four numbers.
Start with twenty-five minutes.
Tell us how the business runs today. The working session on your numbers after that is free.