Features/CRM
CRM
Lawn care CRM for customers and properties
Store the customer and every property they own. Gate codes, dogs, lot notes, and visit history stay on the stop so the truck does not call the office.
Properties are the unit of work
One customer can have three lawns. HOA accounts have many. A CRM that only stores a phone number forces tribal knowledge. Attach notes, plans, and invoices to the property.
Notes that save a phone call
Access, hazards, equipment staging, and “do not blow toward the pool” belong on the record. Crews see them on the job. Office staff stop re-asking every spring.
History you can stand behind
When a customer says last month was skipped, you should see the visits, the quote, and the invoice in one place. That is how disputes stay short.
Frequently asked questions
- Is the CRM free?
- Yes. Customers, properties, service plans, and history are included on Free with up to two team members.
- Can one customer have multiple properties?
- Yes. That is the point of a lawn care CRM. Landlords, snowbirds, and commercial contacts should not force duplicate “customers” for each address.
- Do property notes show up for the crew?
- Notes stay on the property and job so the field team can see access and preferences without a separate spreadsheet.
Run next week's route from one place
Start with free scheduling, quotes, and invoicing. Try dispatch, GPS, timeclock, and a live website for 30 days.
