VentoryCRM

The field service app your customers can use too. Book service, approve quotes and pay invoices from their phone — while your techs work the job from theirs.

VentoryCRM is the all-in-one field service platform built for HVAC and home-service contractors — one connected system for the office, the field, and your customers.

Run the whole job from the first call to the paid invoice, and give customers a modern, branded self-service experience that wins referrals.

JOBS & DISPATCH • Create and schedule work orders in seconds • End times auto-calculate from the job type • Assign a lead tech plus helpers; drag-and-drop dispatch • Multiple service addresses per customer — jobs tied to the right location • Full status flow: scheduled, en route, on site, completed

IN THE FIELD (works offline) • Job photos, on-site customer signature capture, checklists, diagnostics • Log parts and labor; one-tap directions and logged calling • Changes sync automatically when you're back in range • Face ID / fingerprint app lock and encrypted on-device data

SELL MORE EQUIPMENT • Guided Good/Better/Best replacement proposals • Prices auto-fill from equipment data and your markup • Editable "What's Included" list with quantities • Customer signs off on the proposal right on your phone

INVOICING & PAYMENTS • Itemized invoices with tax, discounts, and PO numbers • Get paid on the spot with Square tap-to-pay, online pay links, or manual entry • Present financing options to the customer

CUSTOMERS & EQUIPMENT • Complete customer profiles with multiple properties • Track installed equipment per address: make, model, serial, warranty, size • Full service and invoice history at your fingertips • Service agreements and maintenance memberships

CUSTOMER PORTAL (your brand) • Your logo and company info front and center • Customers book service, pay invoices, view equipment and warranty status, sign proposals, and message you • Live technician tracking and job photos they can see

BUILT-IN COMMUNICATION • Logged click-to-call through your company number • Two-way customer texting • Automated email: booking links, estimates, invoices, reminders

VentoryCRM replaces the patchwork of scheduling apps, spreadsheets, and paper — so nothing falls through the cracks.

Requires a VentoryCRM account.