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

Don't stress over getting clients' information while you're driving or with another customer. Have clients book themselves based on your availability. The system has advanced booking controllers to make the booking process to be under control. Don't do just scheduling - make scheduling to get you more customers. Once you start adding jobs into the Scheduling Suite tool, you start collecting important data and insights to promote your business and get more quality leads later on. Easily manage your day-to-day scheduling from your phone or tablet. Mobile-friendly, cloud-based application that can be accessed from any device and anywhere. Scheduling Suite is a flexible solution that works great for: auto services, chimney, computer repair, consultant, all types of contractors, financial services, home security, duct cleaning, landscaping, real estate, moving, painting, photography, property management, pressure washing and many others!

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

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

Audience

Scheduling software for small business

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

No information available.
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

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

Review this Software

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 Not Supported

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

FlowX
Founded: 2017
United States
schedulingsuiteapps.com

Alternatives

No Alternatives

Alternatives

Categories

Categories

Field Service Management Features

Billing & Invoicing Not Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Not Supported
Work Order Management Supported

Appointment Scheduling Features

Appointment Reminders Not Supported
Automated Scheduling Not Supported
Calendar Sync Not Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Not Supported
Online Payments Not Supported
Recurring Appointments Not Supported
Room Booking Management Not Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Supported
License Tracking Supported
Permit Tracking Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Not Supported

Electrical Contractor Features

Billing & Invoicing Not Supported
Commercial / Industrial Supported
Contract Management Supported
Customer Database Supported
Electronic Signature Not Supported
Mobile Access Supported
Quotes / Estimates Supported
Scheduling Supported
Time Tracking Not Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Handyman Features

Billing & Invoicing Not Supported
Dispatch Management Supported
Electronic Signature Not Supported
Inventory Management Supported
Mobile Payments Supported
Payment Processing Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

Professional Services Automation Features

Billing & Invoicing Not Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Scheduling Features

Alerts/Notifications Not Supported
Appointment Scheduling Supported
Automated Scheduling Not Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Not Supported
Group Scheduling Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Not Supported
Real-time Scheduling Supported
Reservations Not Supported
Resource Scheduling Supported
Room Booking Management Not Supported

Service Dispatch Features

Billing & Invoicing Not Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Integrations

Apple Calendar Supported
Google Calendar Supported
Microsoft Outlook Supported
Quo Supported
Stripe Supported

Integrations

Apple Calendar Not Supported
Google Calendar Not Supported
Microsoft Outlook Not Supported
Quo Not Supported
Stripe Not Supported
Claim Chalk CRM and update features and information
Claim Chalk CRM and update features and information
Claim Scheduling Suite and update features and information
Claim Scheduling Suite and update features and information