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features 0 out of 5 stars
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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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

ProBase is a no-cost field service management tool designed specifically for independent pool service and lawn care experts. Tailored for individual operators and small teams, ProBase enables you to manage your entire business from any device—be it a phone, tablet, or computer—without the need for app installations, subscriptions, or credit card details. You can easily schedule both one-time and recurring tasks, enhance your driving routes with one-tap directions from Google Maps and Apple Maps, and oversee customers, properties, and equipment all in one integrated platform. Create on-site quotes, invoice directly from the field, and accept payments online via Stripe and Venmo. The AI Service Notes feature transforms basic notes into well-organized service records, and pool professionals can automatically log chemical levels and monitor water readings such as pH, chlorine, and alkalinity. In addition, you can send customized service reports and generate leads through an automated contact form. Remarkably, ProBase is completely free on a monthly basis, with sustainability supported by an optional home-services marketplace, allowing you to only incur costs when you decide to accept additional job offers. This innovative platform ensures that managing your business is not only efficient but also cost-effective, providing valuable tools that cater to the specific needs of service professionals.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Apple Calendar Yes 
Google Calendar Yes 
Microsoft Outlook Yes 
Quo Yes 
Stripe Yes 
Stripe Connect No 

Integrations

Apple Calendar No 
Google Calendar No 
Microsoft Outlook No 
Quo No 
Stripe No 
Stripe Connect 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

$0/month. Forever.
One plan. Everything included.
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 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 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 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

ProBase

Founded

2026

Country

United States

Website

www.probaseapp.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 Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management No 

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