SMART CRM FOR HOME SERVICES

Book More Jobs,
Without Chasing
Every Lead.

When your team is out on jobs, it's easy for new calls, pending quotes, schedule changes, and customer follow-ups to get delayed.

CRM for home services lets you stay organized, respond faster, and book more jobs.

Built for home service teams to manage calls, jobs, quotes, follow-ups, and customer communication in one place.
Technician
DISPATCH OVERVIEW
Live
Map
1
2
3
4
WORK ORDER
In Progress

Plumbing Repair

Leaking Kitchen Pipe

Mike Johnson
10:45 AM
Medium
WO-24567
View Details
TODAY'S JOBS
3
123 Maple Dr. HVAC Service
8:30 AM Scheduled
456 Oak Ave. Plumbing Repair
10:45 AM In Progress
789 Pine St. Water Heater
1:00 PM Completed
View All Jobs →
WHERE JOBS GET DELAYED

Small delays can cost real bookings.

What happens when new lead asks for a quote. A customer is waiting for a reply. A finished job needs a review request. A past client is ready for service again, but no one reaches out.

IF NOT DONE, these good opportunities slip away and you lose business.
New quote request Requested 2 min ago
Customer waiting No reply yet
Review Request Completed Job
Past Client Ready for service
Today's Jobs
Scheduled 3
In Progress 2
Pending 2
Follow-up 4

Grow your service business,
not your workload.

Keep every lead, job, customer, and follow-up organized so your team moves faster and customers keep coming back.

New Lead
Booked
Reminder Sent
Review Requested
Repeat Business
Work stays organized
Keep leads, jobs, customers, and follow-ups easy to manage.
Leads24
Jobs12
Customers68
Follow-Ups7
Teams move faster
Know what needs attention without checking five different places.
Today's Priorities
3 Jobs Today
2 Follow-Ups
1 Quote to Send
Jobs keep moving
Track each customer from first inquiry to booked service.
Inquiry
Scheduled
In Progress
Completed
Customers come back
Send reminders, review requests, and follow-ups at the right time.

Great service!
Will call again.

Less manual work
Let automation handle the small tasks that slow your day down.
Reminders ON
Follow-Ups ON
Review Requests ON
AI Automation Active

Built for home service pros who want a simpler way to run their business and a better experience for their customers.

See Centripe in Action

Built for Home Service Teams

The best CRM for home service businesses keeps leads, bookings, and follow-ups moving without adding more work.

Made for

HVAC
Plumbing
Electrical
Cleaning
Roofing
Landscaping
Pest control
Handyman
services

Useful Tools

Lead
capture
Job
pipeline
Quoting
Client
communication
Invoicing
Payment
collection
AI bot and
Voice AI
Appointment
scheduling
Customer
management
Review
requests

Leads From
Every Channel,
In One Place.

Homeowners can reach out through calls, forms, text, and messages on social from anywhere. Bring every conversation into one place to see, respond, and follow up without switching between apps.

Calls

Website Form

SMS

WhatsApp

Instagram

Web Chat

Unified Inbox

All 24 New 6 Responded 9 Follow Up 9
Sarah Johnson
Phone Call
AC not cooling
9:12 AM New
Mike Thompson
Website Form
Need plumbing repair
8:47 AM New
Jessica Davis
SMS
Can I get a quote today?
8:23 AM Responded
Carlos Ramirez
WhatsApp
Need lawn service this week
8:05 AM New
Emily Clark
Facebook
Looking for pest control
7:58 AM Follow Up
David Wilson
Instagram
Need roof inspection
7:31 AM Quote Sent
Amanda Lee
Email
Quote request for kitchen remodel
7:12 AM New
Web Chat
Chat
Need help with electrical issue
7:02 AM New
All conversations. One place. No leads missed.

Calls

Capture phone inquiries and missed-call opportunities.

Forms

Collect job details from website and landing page forms.

Messages

Manage SMS, email, WhatsApp, Facebook, Instagram and chat together.

Follow-ups

Keep every lead moving with the right next step.

AI BOT + VOICE AI

AI That Answers
When Your
Team Can't

Homeowners want a quick response. A leaking pipe, broken AC, pest issue, or cleaning request will not wait all day.

But with your representative isn't available? Centripe's AI Bot and Voice AI can answer queries in a human way. It collects job details, qualifies leads, and guides customers to booking.

A faster & Accurate Front Desk.

Missed Call

AC not cooling

New Inquiry

After Hours

Need pest control tomorrow

New Inquiry

Cleaning Request

Quote for deep cleaning

New Inquiry

Centripe AI

🤖
Hi, thanks for calling Centripe.
How can I help today?
My AC stopped cooling.
🤖
I can help with that.
Is this for today?
Yes, as soon as possible.

Extracted Job Details

  • Service : AC Repair
  • Issue : Not cooling
  • Location : 123 Maple Dr.
  • Preferred Time : Today after 5 PM
  • Lead Status : Qualified
  • Next Step : Appointment request

Appointment Request Ready

All details captured.
Ready for your team.

Ready to Book

Helpful for

Missed calls

After-hours inquiries

Common service questions

Job detail collection

Lead qualification

Appointment requests

PIPELINE OVERVIEW

Always know about every job, from first call to final follow-up.

What is new, what needs a reply, what or when it is booked, and which lead is ready for the job. See each job's progress and the next action your team should take.

Every job has a status. Every customer has a next step.

Pipeline stages

New lead

  • Calls, forms and messages received
  • Customer details captured
  • New inquiry logged

Contacted

  • Initial reply sent
  • Homeowner reached
  • Waiting for response

Quote sent

  • Estimate shared
  • Service scope outlined
  • Decision pending

Job booked

  • Appointment confirmed
  • Calendar updated
  • Tech assigned

Ready for job

  • Team prepared
  • Reminder sent
  • Tools ready

Job completed

  • Work finished
  • Marked complete
  • Invoice sent

Follow-up needed

  • Review request
  • Check-in scheduled
  • Future opportunity

Customer Profiles
& Service History

Understand your customer's requirements, before starting the JOB!

Customer Details
Name, phone, address, service type
Last Service
AC repair, plumbing visit, roof inspection
Notes
Gate code, preferred time, instructions
History
Past jobs, quotes, appointments
Next Best Step
Follow up, send quote, schedule visit
Customer

Michael Anderson

(512) 555-0187 Dallas, TX
Last Service AC Repair April 15, 2025
Notes Gate code: 2468 Prefers mornings · AC not cooling
History 5 Jobs • 3 Quotes 7 Messages • 4 Appointments
Next Best Step Send quote for AC maintenance

Know who they are, what they want, and what services they asked for last time.

Build stronger relationships.
Earn customer loyalty.

ESTIMATES, FORMS, AND BOOKING WORKFLOWS

Real money comes
from moving leads
quickly into a
scheduled job.

From “I need help” to “You're booked.”

Ask

Service type, location, photos, and preferred time.

Estimate

Send the quote with a clear next step.

Book

Confirm the appointment and send reminders.

All this is done via automation. so you can focus on the actual work.
Ask
New request
Plumbing repair
123 Maple St
Tomorrow, 2 PM
Auto follow-up
Estimate
Awaiting approval
Job summary
  • Plumbing repair
  • Fix leak and replace parts
  • Labor and materials included
Estimated total $285
Follow-up sent
Reminder sent
Book
Booked
Appointment confirmed
Technician assigned
Reminder sent
Booked successfully!
Booking completed
MARKETING AUTOMATION FOR REPEAT JOBS

Marketing Automation
for Repeat Jobs

Your next job may come from a customer you already served. Bring past customers back. They already know your work. Sometimes, they just need the right reminder at the right time.

Automate the follow-ups with Centripe.ai and campaigns that bring past customers back.

What it does

Seasonal service reminders
Warranty check-ins
Maintenance follow-ups
Referral requests
Win-back messages
Special offers
Quote follow-ups
Rebooking reminders
Remind your customers that you are available. Keep your business top of mind and generate more repeat jobs.
Past Customer
Emma Carter HVAC tune-up due
Due
Lucas Reed Cleaning service reminder
Upcoming
Ava Mitchell Pest control follow-up
Due
Noah Brooks Warranty check-in
Past service
Reminder Sent
Automated campaign
Time for your seasonal service
Book your next appointment
Your warranty check-in is due
Refer a friend and save
Job Booked Again
Appointment confirmed
Repeat job booked
Review request sent
Tue, May 28 10:00 AM
Technician visit: Confirmed
Reminder: SMS + Email
The system remembers past customers and brings them back at the right time.

Ready to book more jobs with less follow-up?

Bring your leads, customers, jobs, messages, and reviews into one simple system built for home service growth. Stay organized. Respond faster. Keep more customers coming back.

Frequently Asked Questions

Yes. It is best crm for home service business. You can easily manage leads, customers, quotes, bookings, follow-ups, and reviews.
It can work for HVAC, plumbing, electrical, cleaning, roofing, landscaping, pest control, handyman, and other service-based businesses.
Absolutely via Automation it becomes smooth to capture leads from calls, forms, chats, ads, and social messages.
Yes. Collect job details, send quotes, AI books appointments, send reminders, and more.
Yes. You can send service reminders, maintenance follow-ups, win-back messages, and review requests after completed jobs.
Yes. Teams with more than one location can manage customer data, follow-ups, campaigns, and reviews in one connected system.
ServiceTitan and Jobber focus heavily on field service operations. Centripe is stronger for businesses that want CRM, AI support, marketing automation, customer communication, reviews, and follow-ups in one place.

Still have questions?