Chalk CRM

Chalk CRM

ChalkCRM
WorkQuote

WorkQuote

Viaboom Software
+
+

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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

WorkQuote is an estimating, invoicing, and scheduling app designed by a real person in the tree service industry and developed for field service professionals and trade contractors. WorkQuote will help you save time, win more jobs, and stay organized with tools to professionally manage your customer workflow. Whether you're a freelancer, solo operator, or a growing business with a few helpers, step up customer confidence by sending clear and professional estimates and invoices that match your company’s brand. WorkQuote was created to provide a superior alternative to apps burdened with costly, unused features, as well as those that offer only basic functionality. Its modern user-friendly design allows you to save time and concentrate on what matters most: growing your business. Create unlimited customers, custom estimates, jobs, invoices, payments, receipts, expenses, notes, and reports using an easy-to-use app designed for your mobile devices.

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 Not Supported
On-Premises Not Supported
iPhone Not 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

WorkQuote is perfect for field service professionals, trade contractors, and small business owners who need a simple, efficient app for estimating, invoicing, and scheduling to manage and grow their customer workflow

Support

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

Support

Phone Support Not 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

No images available

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

$14.92/month
Free Version Not 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 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • WorkQuote has a ton of features that you are just not going to find in a basic template invoice app. I styled my estimate to match the look I wanted, and I believe they stand out. My favorite feature is the ability to not just schedule jobs but also tasks like doing the estimates as well.

Cons

  • Ironically, an initial con was the incorporation of scheduling. Most apps I tried simply had estimates and invoices, there was nothing in the middle to manage the conversion. It took a minute to get used to but looking back, I was still using paper and other apps to keep track of scheduling when scheduling is actually a huge part of my work. It just makes sense to have it all in one app.

Training

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

Training

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

Company Information

ChalkCRM
United States
chalkcrm.com

Company Information

Viaboom Software
Founded: 2023
United States
workquote.pro

Alternatives

Alternatives

Chalkbox

Chalkbox

ChalkBox

Categories

Categories

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 WorkQuote and update features and information
Claim WorkQuote and update features and information