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

Pool Service Software (PSS) is an all-in-one pool business management app that helps pool service companies streamline and modernize operations by combining routing, job management, quoting, invoicing, payments, and service tracking in a single platform. It provides route optimization so businesses can save time, miles, and fuel while handling estimated work hours and GPS-assisted schedules, and lets users track quotes and jobs with simple drag-and-drop scheduling as well as add photos and details to service records. It includes invoicing features tailored for the pool industry, such as web invoices, online payments, AutoPay, bulk actions, and job-linked photo invoices, and integrates with QuickBooks Online and Stripe for billing sync and secure payment processing. PSS also brings visit cost tracking and customizable checklists (including readings, dosages, and tasks), equipment management with photos and warranty tracking, and a built-in LSI water balance calculator.

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

Audience

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

Audience

Pool service business owners and technicians requiring a tool to manage scheduling, routing, quoting, invoicing, water chemistry tracking, and customer communication for cleaner, more efficient field operations

Support

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

Support

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

API

Offers API Supported

API

Offers API 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

$49.99 per month
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.4 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • This platform has absolutely no glitches, the ease of invoicing in the same software at no extra cost saves you time and money.
  • Easy to use, very reasonably priced, great IT support, plenty of options for all services and great overall product, HIGHLY recommend!!!
  • How simple it is to use and how many functions the app has. On top of some of the best customer service I’ve experienced.
  • Simple, customizable, and affordable. Great for tracking chemicals and managing routes. PSS has been phenomenal.
  • It has been great having software that keeps everything in one place. Being able to manage our visit reports and billing from a single platform has made our workflow much more efficient and organized.

Cons

  • I would like to be able to mark my tasks for the week on each pool but if I do it’s not marked when I get to that day. I have to start from scratch.
  • NONE! I don’t have any complaints or cons to mention.
  • Can’t think of any cons. Having used the top competitors in the past I feel the need to mention that.
  • Reporting features could be better. The reporting needs a massive haul, and some others need some tweaks.
  • One improvement that would be very helpful is having more detailed reporting options. It would also be beneficial to extend the available date range for reports to up to one year, as this would make billing reviews, audits, and year-end reconciliations much more efficient.

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 Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

Pool Service Software (PSS)
United States
poolservice.software/

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox
SplashIQ

SplashIQ

SplashIQ LLC

Categories

Categories

Pool Service Supported

Pool Service Features

Billing & Invoicing Supported
Chemical Readings Supported
Customer Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Work Order Management Supported

Integrations

Stripe Supported
Apple Calendar Supported
Google Calendar Supported
Microsoft Outlook Supported
QuickBooks Online Not Supported
Quo Supported

Integrations

Stripe Supported
Apple Calendar Not Supported
Google Calendar Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Supported
Quo Not Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
Claim Pool Service Software (PSS) and update features and information
Claim Pool Service Software (PSS) and update features and information