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Description
Chalk CRM is an online field service customer relationship management system designed specifically for contractors and service-oriented companies that need to estimate and schedule tasks. It effectively manages customer information and leads, generates estimates using a price book, and facilitates the sending of quotes via text or email, while also enabling the collection of signatures and deposits, transforming approved estimates into scheduled tasks. The platform features various scheduling options, including daily, weekly, monthly, and route-map views, and supports crew scheduling, visit reminders, time tracking, and the ability to upload job-related photos. Customers can be invoiced directly, and payments can be processed through Stripe via card or bank transfers, all while monitoring outstanding balances and automating payment reminders. Additionally, Chalk offers functionality such as two-way text messaging, a customer portal, permissions management for teams, comprehensive reporting, and capabilities for importing and exporting data. The advanced AI plan introduces ChalkBot, which assists with customer responses, appointment bookings, and follow-ups on quotes; developers can also access an API under this plan. This versatile tool caters to a variety of service industries, including painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman services, and pool maintenance, making it a comprehensive solution for business needs. Ultimately, Chalk CRM aims to streamline operations, enhance customer interactions, and improve overall efficiency for service businesses.
Description
Experience efficient and impactful digital tools designed for effective management of your team and projects, featuring functionalities such as scheduling, timesheet tracking, safety protocols, equipment handling, document sharing, group messaging, as well as budgeting, quotes, and client progress updates. View all your projects conveniently on one page with our snapshot view, utilize our multi-select or drag-and-drop scheduling capabilities, specify work details, formulate checklists, allocate equipment, and even establish geo-fencing around your job site to monitor who is clocked in at any given moment. The CrewTraka App is not only free but also user-friendly, enhancing your everyday operations seamlessly. Team members can enter timesheets via day cards or utilize our GPS-enabled TimeTraka system for clocking in and out. They can swiftly fill out Safe Work Method Statements (SWMS), Job Safety Analyses (JSA), record expenses, conduct equipment pre-start checks, complete daily job dockets, access important documents, and submit leave requests. Tailor your timesheet experience to your preferences, whether using day cards or dockets, enjoying straightforward 'clock on/off' features on-site, tracking project start, break, and end times, attaching images and videos, or setting reminders for your crew to clock off. Additionally, these comprehensive tools not only facilitate efficient project management but also foster enhanced communication and accountability among team members.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Apple Calendar
Yes
Google Calendar
Yes
MYOB
No
Microsoft Outlook
Yes
Procore
No
Quo
Yes
Stripe
Yes
Xero
No
Integrations
Apple Calendar
No
Google Calendar
No
MYOB
Yes
Microsoft Outlook
No
Procore
Yes
Quo
No
Stripe
No
Xero
Yes
Pricing Details
$49/month
Core is $49 per month or $490 per year; AI is $99 per month or $990 per year, with two months free on annual billing. Additional team seats are $14 per user per month. Customer card payments are processed through Stripe at Stripe's standard rates.
Free Trial
Yes
Free Version
No
Pricing Details
$49 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Vendor Details
Company Name
CrewTraka
Founded
2018
Country
Australia
Website
www.crewtraka.com
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Product Features
Employee Scheduling
Appointment Management
No
Automated Scheduling
No
Calendar Management
No
Employee Database
No
Group Scheduling
No
Messaging
Yes
Mobile Access
Yes
Payroll Management
No
Reporting/Analytics
No
Resource Management
No
Schedule Distribution
No
Scheduling
No
Shift Scheduling
No
Shift Swapping
No
Time Clock
No
Time Tracking
No
Vacation / Leave Tracking
Yes
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Preventive Maintenance
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Task Management
No
Alternatives
No Alternatives
