Service Call Intake
Capture the address, the problem and the urgency quickly, and spot returning customers.
Industry CRM · Built in Calgary
Urgent spring repairs, booked installs and yearly tune-ups all sit on one board, with each customer's door details ready before the technician arrives.
Service board
Install schedule
Door records
Open quotes
Maintenance plans
Jobs by month
Overview
A garage door company runs two businesses at once. Repair calls are urgent and need a technician today, while new doors move through a quote, a deposit, a factory order and an install date. Ordinary CRM software handles neither very well, so the office ends up tracking repairs on one board and installs in a spreadsheet.
We build a system that follows both paths. Each customer record keeps the door size, type, opener and past repairs, so technicians know what to load on the truck. New door quotes turn into orders and install jobs without retyping, and maintenance plans can bring customers back for yearly tune-ups. Commercial clients can have their own accounts with several doors at each location.
Who it is for: Residential and commercial garage door companies that handle both repairs and new installs.
Features
Capture the address, the problem and the urgency quickly, and spot returning customers.
Repairs and installs on one schedule, with routes and technician availability in view.
Size, type, opener and past repairs saved for each door at each property.
Send a new door quote, take a deposit, track the order and schedule the install.
Tune-up reminders and recurring visits for homeowners and commercial clients.
Track springs, cables and openers by truck, and reorder before you run out.
FAQ
What owners ask before switching to a custom CRM. Tap a question to see our answer.
Yes. Repairs go straight to dispatch, while new doors move through quote, deposit, order and install. Both appear on the same schedule so the office can see every technician's day.
Yes. A technician can add a spring set or a new opener from a phone, get the customer's approval and update the invoice before leaving the driveway.
It can. A commercial account can list several locations and doors, with service history and maintenance visits for each one.
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See this CRMBook a short walkthrough by video or at our Calgary office, and get a written price for setting it up for your company.