Every truck, every job, covered.
HVAC, plumbing, electrical, landscaping, fencing, pool, pest control and other home-service companies with crews booked solid and a book of business that lives in the scheduling software.
What matters here
- The scheduling and dispatch software is the business; when it is down, trucks sit.
- Techs invoice and take payment in the driveway, so payment handling has to be done right.
- Years of customer addresses, service history and cards are the most valuable thing you own.
- Reviews and repeat work decide next year’s growth.
What we set up in the first ninety days
Each item is written in plain words and becomes part of your documentation vault and evidence file.
Trucks
- Phones and tablets managed, located and wipeable
- Dispatch and field software on every device, kept working
- Card payment in the driveway that keeps you out of PCI trouble
- Vehicle cameras and GPS when you want them
Office
- Scheduling, accounting and phone system kept in sync
- InfraGuard on the office systems
- Backups with offline copies, tested
- Accounts and MFA, same-day offboarding
Customers
- Online booking and confirmations by text
- Review requests after every job
- Service reminders and maintenance plan renewals
- Phones that ring the office, then the on-call tech
Growth
- Customer and job history in one record
- Reporting on jobs, techs and margins
- Multi-crew and multi-location setup
- Quarterly roadmap with the owner
Services for this industry, in order
Most start with the first three. The rest come up when the business grows or an audit does.
- Managed ITOffice, trucks, software and backups.
- Lead Capture & Local Marketing AutomationBooking, reminders and reviews on autopilot.
- Phones & CommunicationsPhones and texting for office and on-call.
- Help DeskA person to call from the driveway.
- E-Commerce, Point of Sale & PaymentsPayment in the field, done right.
- Business IntelligenceJobs, techs and margins in one report.
Where CRM-NG fits
One record per client, vendor and asset.
A CRM-NG Cloud workspace handles the business side: the people, companies, equipment, tickets and documents everyone keeps asking for. We will tell you plainly what should never go in it, and configure it so it cannot by accident.
Questions we get
We already use a field service app. Do we have to change?
No. We make it work better: devices, payments, phones and reviews around it, and we handle its support line.
Can techs take payment safely?
Yes, with a reader and setup that keeps card data off your systems.
What happens when the software goes down mid-day?
You call us, we work the vendor, and your dispatcher has a paper fallback we wrote with her.
First call
Start with a day-in-the-life review. We follow one job from the phone call to the paid invoice and show you where it leaks time.