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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
Full Collar is a cloud-based solution tailored for home service providers and independent operators, streamlining the processes of quoting, scheduling, and invoicing within a single platform. This application enables service teams to efficiently handle their workflow from the initial estimate all the way to final payment collection. It boasts features such as automated job reminders and follow-up emails for outstanding invoices, along with seamless calendar synchronization. Additionally, Full Collar facilitates integration with QuickBooks and offers Stripe payment processing, allowing businesses to link their job management and payment operations effectively. All functionalities are accessible without the need for premium tiers, and users can take advantage of a free trial, with subscription plans beginning at $20 per month. Specifically designed to assist businesses in generating quotes, organizing job schedules, and invoicing clients, Full Collar serves as a comprehensive tool for improving operational efficiency. With its user-friendly interface and robust features, it empowers service providers to focus more on their work and less on administrative tasks.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Stripe
Yes
Apple Calendar
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Online
No
Quo
Yes
Integrations
Stripe
Yes
Apple Calendar
No
Google Calendar
No
Microsoft Outlook
No
QuickBooks Online
Yes
Quo
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
$20/month
Plans start at $20/month. All features are available without premium feature tiers. A free trial is available.
Free Trial
Yes
Free Version
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
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
Yes
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
Full Collar
Founded
2016
Country
United States
Website
www.fullcollar.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
