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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
PropertyPromoKit serves as an online platform designed specifically for owner-operated contractors and small trade teams, offering a comprehensive workspace for job management and estimation. This tool consolidates customer details and project documentation, featuring capabilities for job photos, checklists, cost tracking, quotes, approvals, and invoicing. Users can initiate estimates using typed descriptions, visual job evidence, or recorded site walkthroughs, subsequently refining the AI-generated drafts by adjusting measurements, materials, labor, quantities, and pricing, prior to delivering quotes to customers. Additionally, the Android companion application facilitates project management through account-based features while allowing users to maintain distinct local notes, images, and PDF reports for offline access. The solution is ideally suited for businesses involved in residential remodeling, as well as trades such as flooring, painting, drywall, plumbing, electrical work, handyman services, and general contracting. It is important to note that while online workspace records necessitate an internet connection, offline data collected in the field is stored directly on the device and will not sync automatically. This flexibility allows contractors to work efficiently in various environments.
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
One saved project is free. Optional multi-project access is $24.99 USD per month for one owner and up to five crew members. Eligible new accounts receive a 14-day multi-project trial without an automatic trial charge.
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)
No
In Person
No
Vendor Details
Company Name
ChalkCRM
Country
United States
Website
chalkcrm.com
Vendor Details
Company Name
The Yerg LLC
Founded
2017
Country
United States
Website
propertypromokit.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
Residential Construction Estimating
Bid Management
No
Billing & Invoicing
No
Building Product Database
No
Change Orders
No
Customer Management
No
Project Management
No
Quote Management
No
Scheduling
No
Takeoff
No
Alternatives
No Alternatives
