About this template

Optimize your home services business with this comprehensive CRM template. Manage client requests, service schedules, and technician assignments with ease. Enhance customer satisfaction and streamline operations with tailored workflows for the home services industry.

What’s included

Boards

Accounts Board - This board helps home service businesses manage their client accounts efficiently. It includes columns for essential details such as the client's name, domain, industry, and company profile. The board also tracks contacts and deals related to each account, making it easy to access all relevant information in one place. By organizing accounts effectively, businesses can streamline their client management process and ensure no details are overlooked.
Leads Board - The leads board is designed to track potential clients from initial contact through to conversion. With columns for lead status, company information, contact details, and last interaction date, home service providers can keep a detailed record of all lead communications. The 'Create a contact' button simplifies adding new leads, ensuring that all potential business opportunities are captured and followed up on promptly.
Contacts Board - This board centralizes all contact information for clients, making it easy to manage relationships. It includes columns for contact details, associated accounts and deals, and other relevant information. By tracking the priority and type of each contact, home service businesses can prioritize their efforts and nurture important relationships, ultimately leading to better customer satisfaction and retention.
Deals Board - The deals board helps home service providers manage their sales pipeline effectively. It tracks each deal's stage, owner, value, and expected close date, as well as related contacts and accounts. This board allows businesses to forecast revenue accurately and identify which deals require immediate attention, ensuring that sales opportunities are maximized and closed efficiently.
Work Orders Board - This board is essential for managing service requests and work orders. It includes columns for the work order description, assigned personnel, due date, status, and priority. By organizing work orders in a centralized location, home service businesses can ensure timely completion of tasks and maintain high levels of customer satisfaction.
Jobs Board - The jobs board helps home service businesses schedule and manage their job assignments. It includes columns for job descriptions, client details, job type, assigned technician, and scheduled date. By tracking the status of each job, businesses can optimize their scheduling, ensure efficient use of resources, and provide timely service to their clients.

Dashboards & Reports

Annual Target - This dashboard helps home services professionals set and track yearly goals, allowing them to monitor their progress against annual objectives and adjust strategies as needed to meet revenue targets.
Monthly Target - Provides a detailed view of monthly performance, helping professionals break down annual goals into manageable monthly milestones and stay on track with revenue generation.
Average Deal Value - By tracking the average value of deals, professionals can understand the typical size of their contracts and identify opportunities to increase deal size and overall profitability.
Active deals - Forecasted Revenue - Offers insight into potential future revenue based on active deals, enabling better financial planning and resource allocation.
Deal status distribution - Shows the current status of all deals in the pipeline, helping professionals identify bottlenecks and prioritize actions to move deals forward.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated from won deals on a monthly basis, providing a clear picture of business performance and cash flow.
Pipeline conversion - Analyzes the conversion rates at various stages of the sales pipeline, helping professionals optimize their sales processes and improve overall conversion rates.
Activity tracker - Monitors all sales activities, ensuring that follow-ups and engagements are timely and effective, thus improving customer relationships and closing rates.
Forecasted Revenue by month - Projects future revenue on a monthly basis, aiding in financial forecasting and strategic planning.
Forecasted Revenue by Stage - Breaks down forecasted revenue by the stage of the sales process, providing detailed insights into which stages are most profitable and where improvements can be made.
Deals Stages by Rep - Tracks the performance of individual sales reps by deal stage, helping managers identify top performers and areas where additional training or support may be needed.
Deal Progress based on Month Added - Analyzes the progress of deals based on when they were added to the pipeline, offering insights into sales cycle lengths and efficiency.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that team members are promptly informed of new communications, allowing for quick responses and better customer service.
When an email is opened → Notify item subscribers with a message - Alerts the team when a client or prospect has engaged with their email, enabling timely follow-ups and increased engagement.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that no leads are missed and data is organized efficiently.
When a lead is created → Set its status to "New Lead" - Automatically categorizes new leads, helping professionals quickly identify and prioritize new business opportunities.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps the "Last interaction" date up-to-date, providing accurate records of customer engagement and helping to maintain strong client relationships.

Frequently asked questions

How can this CRM template help me manage client service requests in the home services industry?

This CRM template allows you to efficiently track and manage client service requests, ensuring that all client inquiries are logged and addressed promptly. You can prioritize requests based on urgency and assign tasks to appropriate team members.

Can this CRM template assist in scheduling and dispatching technicians for home service appointments?

Yes, the CRM template includes features for scheduling and dispatching technicians. You can view and manage technician availability, assign jobs based on location and skill set, and ensure timely service delivery.

How does this CRM template help in tracking the status of ongoing home service jobs?

The template provides a clear overview of all ongoing jobs, allowing you to track the status and progress of each service request. You can update job statuses, monitor completion rates, and ensure that all tasks are completed on time.

Is there a way to manage and monitor customer feedback and satisfaction using this CRM template?

Yes, the template includes tools to collect and analyze customer feedback. You can send post-service surveys, track customer satisfaction scores, and address any issues to improve overall service quality.

Can I use this CRM template to manage inventory of home service tools and supplies?

Absolutely. The template allows you to keep an inventory of tools and supplies, track usage, and manage replenishment to ensure that your technicians always have the necessary equipment for their jobs.

How does this CRM template assist with invoicing and payment tracking in the home services industry?

The template includes features for creating and sending invoices, tracking payments, and managing outstanding balances. This helps streamline your billing process and ensures timely payments from clients.

Can this CRM template help me manage marketing campaigns for my home services business?

Yes, the CRM template includes tools for planning and managing marketing campaigns. You can track campaign performance, segment your audience, and analyze the ROI of your marketing efforts to attract more clients.

Related templates

Waste Management CRM Solution

By Monday CRM

Home Services CRM Solution

By Monday CRM

Comprehensive Tourism CRM Solution

By Monday CRM