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Description
Catch CRM is a cutting-edge platform that integrates AI technology to streamline the management of leads, dispatching, invoicing, and customer reviews for home service businesses, all within a single interface. It enables rapid response to leads in under a minute, ensuring timely engagement through various channels such as phone calls, web forms, website chat, and Facebook lead ads, which are all consolidated into one comprehensive pipeline. The AI Office feature enhances this by incorporating an automatic call dialer, a 24/7 AI texting service, and Facebook AI, ensuring that new leads are promptly addressed to prevent them from going cold.
In terms of scheduling and dispatch, an online booking tool helps populate the calendar, while the dispatch board efficiently assigns technicians to the appropriate jobs, facilitated by a mobile app that empowers technicians to manage their tasks directly in the field. When it comes to financial transactions, AI-generated proposals can include photos and e-signatures, and payments can be processed using Stripe at its standard fee, with no additional markup; furthermore, the two-way synchronization with QuickBooks guarantees up-to-date financial records.
Additionally, the platform automates email campaigns and follow-up sequences, allowing business owners to maintain consistent communication without added effort, thus enhancing overall productivity and customer retention. This comprehensive solution ultimately simplifies operations, enabling home service businesses to focus on delivering exceptional service.
Description
Zip Solutions World Class Field Service Management Software was designed for electricians, plumbers, and HVAC techs. We are a service provider for residential and commercial service professionals.
1. 1.
2. Delight Your Customers
3. Expand Your Business
These goals are brought to life by our "Good, Better and Best" presentation features. Techs can create unique packages and options for every call using Zip Solutions' pricebook tools. Service managers can create packages for different job types and customer types. Quickbooks integration integrates all your finances once payment has been received.
Remote payment, service agreements and technician tracking are all possible features. Zip Solutions gives business owners and managers greater control over their business, regardless of its size.
Register for a Demo today to learn more about increasing your profits and increasing your sense of security.
API Access
Has API
API Access
Has API
Integrations
Facebook Ads
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Stripe
WEBFLEET
Zapier
Integrations
Facebook Ads
QuickBooks Accountants
QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
Stripe
WEBFLEET
Zapier
Pricing Details
Free
Free Trial
Free Version
Pricing Details
Call for Details - 636-222-2222
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Catch CRM
Founded
2026
Country
United States
Website
catchcrm.ai/
Vendor Details
Company Name
Zip Solutions
Founded
2011
Country
United States
Website
www.zipsolutions.com
Product Features
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
