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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
Pencil Assistant serves as an AI tool specifically designed for tradespeople in the UK, accessible via WhatsApp. This innovative assistant aids users in organizing their schedules, scheduling jobs and site visits, generating quotes and invoices, verifying merchants, and crafting marketing materials while they are on the job. Users have the convenience of sending voice messages or images of handwritten notes, which the assistant can then transform into polished PDF quotes and invoices, allowing for modifications to line items, labor costs, or VAT. Additionally, users can inquire about their schedules, jobs, quotes, and invoices at any time. The assistant can efficiently manage nearby job locations, recommend appointments, and prepare follow-ups and reminders for customers, as well as create engaging marketing posts. The service offers various subscription plans that include monthly message and quote allowances, featuring a complimentary Early Access option alongside paid tiers called Pencil and Pro, ensuring accessibility for all tradespeople. With its comprehensive features, Pencil Assistant is set to revolutionize how tradespeople manage their day-to-day operations.
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
WhatsApp
No
Integrations
Apple Calendar
No
Google Calendar
No
Microsoft Outlook
No
Quo
No
Stripe
No
WhatsApp
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
£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
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
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
Pencil Assistant
Country
United Kingdom
Website
getpencil.co.uk
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
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
Alternatives
No Alternatives
