CRM and business platform in Andrews, SC

Job details often live in texts, notebooks and memory. One person takes the call, another does the work and a third sends the bill. Details get lost along the way: the gate code, the part number or the agreed price. Customers notice when they have to repeat themselves.

We set up a CRM where each customer has one record with jobs, notes, photos and history. Forms and intake capture details at the first call. Mobile access lets everyone see and update the record from a phone. The whole team works from the same facts.

Calls during a job are hard to take, and phone tag wastes time on both sides. Many customers would rather pick a time for an estimate themselves, especially commuters who are busy during the day. Without online booking, those customers wait or move on. Some of those were good jobs.

We set up calendars and booking that show open estimate times and let customers book from a phone. Confirmations and reminders go out automatically. Integrations connect bookings to your schedule and records. Customers get a time that works, and you skip the phone tag. Fewer estimate visits get missed, too.