Recurring jobs
Weekly, monthly, seasonal. The schedule builds itself and the crew sees their route.
Industry
A custom CRM for home services companies.
We build custom CRMs for home services companies across Fraser Valley and Metro Vancouver. Recurring jobs, crew assignment, customer notifications, and quote follow-ups, all in one tool.
Why this hurts
What we see across home services
Home services businesses live on recurring jobs and route density. A weekly cleaning, a monthly maintenance visit, a seasonal check. Generic booking tools handle one-off jobs; they fall apart the moment recurring visits, crew changes, and route routing come in. A CRM built for recurring service keeps the schedule sane and the customer informed.
Common workflows
The patterns we build for
Crew assignment and route
Assign a crew, route the day, and the crew sees the sequence on a phone.
Customer notifications
'On the way', 'complete', 'invoice sent'. Automatic, text or email.
Quote follow-ups
Automatic gentle nudges on quotes that go quiet, so nothing sits at $2,000 for a month.
Owner's dashboard
This week's work, next week's, revenue, missed visits, and quotes at risk. On one screen.
Generic tools
What firms in this space tend to outgrow
- Generic booking tools that don't handle recurring visits
- A calendar and a text thread with the crew
- Per-seat trade SaaS with growing monthly bills
- Spreadsheets for the route
What we'd build
Project shapes we'd take on for home firms
- Recurring job CRM for a small cleaning or maintenance company
- Customer portal for booking, quote approval, and status
- Crew mobile view with today's route and job notes
- Automatic customer notifications for on-the-way and complete
- Owner's dashboard with weekly work, revenue, and missed visits
FAQ
Common questions from home firms
Can it handle recurring visits properly?
Yes. That is the core. Weekly, monthly, seasonal, custom cadences, with crew assignment and route.
Will the crew use it in the field?
Yes. Mobile-first with the route, notes, and photos.
Can customers book online?
Yes. A booking portal for new customers and a private area for existing ones.
Other industries
We also work with
Working at a home firm with a workflow that doesn't fit your tools?
Tell us what's slowing you down. We'll give you a straight answer about whether a custom app makes sense, and roughly what it would take.