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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
EosLog is a comprehensive field service management solution crafted for small home-service enterprises by StroBi LLC, located in San Diego. It manages the entire job lifecycle, featuring online intake forms, e-signature quotes, and intuitive scheduling options with day, week, month, and team displays. Additionally, it includes automated reminders and "on-my-way" notifications, field forms that allow for photo and signature capture, time tracking, invoicing, and payment collection through Stripe, along with seamless integration with QuickBooks and a dedicated client portal. The pricing structure is straightforward, with no fees based on the number of users: it offers a free tier and three paid options—Solo for $39/month, Crew for $79/month, and Shop for $149/month, with a 20% discount available for annual billing. In addition to these features, EosLog provides a suite of free tools that do not require an account, including a cleaning price calculator, a quote generator, an invoice generator with shareable links, and a collection of templates for service agreements and checklists, making it a valuable resource for service businesses looking to streamline their operations. This makes EosLog not only a powerful software solution but also an excellent resource for enhancing efficiency in service management.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Apple Calendar
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
Quo
Yes
Stripe
Yes
Integrations
Apple Calendar
No
Google Calendar
No
Microsoft Outlook
No
Quo
No
Stripe
No
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
$39/month
Free Trial
No
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
No
iPad App
No
Android App
No
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
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Vendor Details
Company Name
StroBi LLC
Country
United States
Website
eoslog.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
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
Alternatives
No Alternatives
