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Average Ratings 5 Ratings
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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
Pool Service Software (PSS) is a comprehensive management application designed specifically for pool service businesses, enabling them to enhance and modernize their operations by integrating multiple functions like routing, job management, quoting, invoicing, payments, and service tracking into a single user-friendly platform. With its route optimization feature, companies can effectively reduce time, mileage, and fuel expenses while efficiently managing estimated work hours and GPS-guided schedules. Users benefit from an intuitive drag-and-drop scheduling system that allows for easy tracking of quotes and jobs, along with the ability to attach photos and detailed notes to service records. Tailored invoicing capabilities for the pool industry include web invoices, online payment options, AutoPay, bulk processing, and job-linked photo invoices, seamlessly integrating with QuickBooks Online and Stripe for synchronized billing and secure payment handling. Additionally, PSS offers features for tracking visit costs, customizable checklists that encompass readings, dosages, and tasks, as well as equipment management that includes photo storage and warranty tracking, complemented by an integrated LSI water balance calculator. This all-encompassing software solution ultimately empowers pool service providers to operate more efficiently and provide improved service to their clients.
API Access
Has API
Yes
API Access
Has API
Yes
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
$49.99 per 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
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
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)
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
No
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Vendor Details
Company Name
Pool Service Software (PSS)
Country
United States
Website
poolservice.software/
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
Pool Service
Billing & Invoicing
Yes
Chemical Readings
Yes
Customer Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Work Order Management
Yes
Alternatives
No Alternatives
