Chalk CRM

Chalk CRM

ChalkCRM
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About

Chalk CRM is a web-based field service CRM for contractors and service businesses that quote and schedule work. It organizes customer records and leads, creates estimates from a price book, sends quotes by text or email, collects signatures and deposits, and converts approved work into scheduled jobs. The schedule offers day, week, month and route-map views, with crew scheduling, visit reminders, time tracking and job photos. Users can invoice customers, accept card or bank payments through Stripe, track balances, and automate reminders. Chalk also includes two-way texting, a customer portal, team permissions, reports, and data import and export. The AI plan adds ChalkBot for customer replies, booking and quote follow-ups; a developer API is available on that plan. It serves businesses such as painting, fence and deck staining, pressure washing, landscaping, cleaning, remodeling, handyman and pool care.

About

Simple yet powerful digital solutions for managing your crew and projects including scheduling, timesheets, safety, equipment, document sharing, group chats, even budgeting, quotes, and progress communications with your client. See all your projects on a single page using our snapshot view, schedule using our multi-select or drag-and-drop feature, set work details, create checklists, assign equipment, or set up a geo-fence around your site and know who is clocked on and when. The CrewTraka App is free and super easy to use, streamlining your day-to-day processes. Crew can log timesheets using day cards or clock in and out using our GPS-enabled TimeTraka system. Crew can quickly complete SWMS, JSA's, log expenses, complete equipment pre-starts, daily job dockets, access docs, and even apply for leave. Get timesheets your way. Day cards, dockets, easy 'clock on/off' on-site, track project start, break, and end times, attach images, and videos, and even remind crew to clock off.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Contractors and service businesses: painting, fence staining, pressure washing, landscaping, cleaning, remodeling, handyman, pool care

Audience

Companies in the trade and construction industry seeking a cloud-based app to manage their crew, projects, timesheets, expenses, and equipment

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$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 Version Not Supported
Free Trial Supported

Pricing

$49 per month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

CrewTraka
Founded: 2018
Australia
www.crewtraka.com

Alternatives

No Alternatives

Alternatives

Categories

Categories

Employee Scheduling Features

Appointment Management Not Supported
Automated Scheduling Not Supported
Calendar Management Not Supported
Employee Database Not Supported
Group Scheduling Not Supported
Messaging Supported
Mobile Access Supported
Payroll Management Not Supported
Reporting/Analytics Not Supported
Resource Management Not Supported
Schedule Distribution Not Supported
Scheduling Not Supported
Shift Scheduling Not Supported
Shift Swapping Not Supported
Time Clock Not Supported
Time Tracking Not Supported
Vacation / Leave Tracking Supported

Integrations

Apple Calendar Supported
Google Calendar Supported
MYOB Not Supported
Microsoft Outlook Supported
Procore Not Supported
Quo Supported
Stripe Supported
Xero Not Supported

Integrations

Apple Calendar Not Supported
Google Calendar Not Supported
MYOB Supported
Microsoft Outlook Not Supported
Procore Supported
Quo Not Supported
Stripe Not Supported
Xero Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
Claim CrewTraka and update features and information
Claim CrewTraka and update features and information