CRM SOFTWARE
Get a 360-Degree View of All Customer Information
Built for residential and commercial contractors, IndusTrack is a small business CRM that lets you:
- Quickly access all customer data in the office or the field
- Review all estimates, jobs, equipment, notes, invoices, service agreements, and more
- Eliminate paper while keeping track of critical forms, image attachments, authorization signatures, and other documents
Customer History at Your Fingertips
Imagine having all customer data within instant reach. Techs can access the same information from their mobile app. Our field service management app lets them work quickly and efficiently, knowing the parts needed, time expectations, and customer and job details.
- Immediately access all service and equipment history
- Drastically improve customer service and retention
Manage Invoices and Payments
With IndusTrack CRM, you can:
- Quickly review unpaid, paid, and overdue invoices
- Resend invoices, change terms and discounts, and collect payment
- Send reminders as needed
Customers can also access secure portals that show them their current statements, past invoices, and balances due.
Attachments and Notes
IndusTrack’s service management software keeps track of all notes for each task and job in one location. Find all paperwork instantly including contracts, signatures, pictures, and more without scrambling.
Reminders and Notifications
Are you swamped with important tasks to add to the calendar? IndusTrack automatically prompts you to create reminders.
- Warranty expirations
- Service dates
- Callbacks
- Membership agreement renewals
IndusTrack also enables you to update messages for office and field staff or for customers.
Track Equipment with Serial Numbers
Assign equipment by customer and by service location. Track equipment by serial number, bar code, or QR code. IndusTrack CRM maintains all service notes and service history for each item of equipment. Track both manufacturer and installation warranties.
