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About
Answers your leads in under a minute, runs dispatch, gets you signed and paid on-site, and syncs QuickBooks automatically.
Catch CRM is an AI-powered CRM and field service management platform for home service businesses. Run leads, jobs, dispatch, invoicing, and reviews in one place.
Lead management: calls, web forms, website chat, and Facebook lead ads land in one pipeline. AI Office adds an auto call dialer, a 24/7 AI texter, and Facebook AI, so new leads get answered instead of going cold.
Scheduling and dispatch: an online booking widget fills the calendar, the dispatch board assigns the right technician, and the technician mobile app runs the job in the field.
Estimates, invoices, and payments: AI proposals with photos and e-sign, plus payments through Stripe at its standard rate with no markup. Two-way QuickBooks sync keeps the books current.
Email campaigns and automations: follow-up sequences and reminders that run themselves.
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About
Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Service businesses
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Audience
Field service businesses seeking a solution to facilitate their work
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCatch CRM
Founded: 2026
United States
catchcrm.ai/
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Company InformationSmartServ
Founded: 2017
United States
www.smartserv.io
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Categories |
Categories |
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Field Service Management Features
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Service Dispatch Features
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
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Integrations
Facebook Ads
QuickBooks Accountants
Stripe
Zapier
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