Contractor CRM
Stop chasing customer details across spreadsheets and text threads. ServiceGuru Pro's CRM keeps every customer's contact info, job history, equipment, and sales opportunities in one searchable record.
Why teams choose this
One record per customer
Every job, note, estimate, invoice, and membership tied to a single customer profile — no more digging through old texts.
Built-in sales pipeline
Track leads and quoted jobs through stages from first contact to won, without a separate sales tool.
Searchable history
Find any customer by name, phone, address, or job number in seconds from the field or the office.
Team-wide visibility
Dispatchers, technicians, and office staff all see the same up-to-date customer record.
How it works in practice
- A dispatcher opens a customer's profile mid-call to confirm their last service date and equipment before booking a job.
- A technician on-site pulls up notes from the customer's last visit to avoid asking the same questions twice.
- An office admin follows up on a quoted job sitting in the sales pipeline for over a week.
Frequently asked questions
Yes — every field, from job history to equipment tracking, is designed around how HVAC, plumbing, electrical and similar trades actually work, not a generic sales CRM.
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