You bought the CRM. Then you paid to make it work. That second bill ends here.
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Your CRM · step 2 of 2

Your CRM — starting from home services

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Should the property be its own record — every job, estimate, and photo at that address in one history — or is the customer record enough?

Question 2 of 4

Does work start as an estimate the customer approves — estimate → approved → scheduled → done → paid — or do you book jobs directly?

Question 3 of 4

Maintenance plans, seasonal service, annual inspections — should completed jobs schedule their own follow-up automatically?

Question 4 of 4

Last one — jobs, projects, work orders? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Multiple crews or areas — should jobs carry a crew so the board shows each crew's day?

Optional · question 6

Before/after photos on every job — the dispute-ender and the review-generator?

Optional · question 7

Deposits, progress payments, balance due — should each job track what's been collected?

Optional · question 8

Should finished jobs carry a warranty period — surfacing what's still covered when the callback comes?

Optional · question 9

When a job closes, should the CRM prompt the review ask — Google, Yelp — while the customer's still happy?

Optional · question 10

Should the CRM track tasks and follow-ups, or does a tool you already use keep that job?

Skipped questions use the standard setup.
Your build · Home services№ 20260922·draft
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