Home service CRM
home service CRM. Keep contacts, addresses, service history, and messages on the customer so the next visit starts with the last one.
How it works
- Save the customer, the address, and how to reach them.
- Every job, estimate, and message stays on that record.
- The next visit starts from the last one, and the customer can check status or pay in the portal.
home service CRM keeps the customer, the address, and the last visit on one record.
What you can do
Profile
The customer’s service history sits on one record, not in a spreadsheet.Address
Open the map and directions from the address on the customer.Notes
Preferences and past messages stay with the person, not in someone’s phone.Portal
The customer checks status and pays from a link you send.Follow-up
The next call or visit is tied to the same record.
Questions
What is home service CRM?
Keep contacts, addresses, service history, and messages on the customer so the next visit starts with the last one.
How does Customers work?
Save the customer, the address, and how to reach them. Every job, estimate, and message stays on that record. The next visit starts from the last one, and the customer can check status or pay in the portal.
How do I start?
Create a ServiceFlow Pro account and use Customers on a real job. For offices that are tired of the customer living in a spreadsheet and the job living somewhere else.
More pages
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- Home service CRM