Record
One profile
Contacts, jobs, property notes, and history together.
Client CRM
Stop letting repeat work live in memory and inboxes.
Every repeat job gets easier when the property, contacts, notes, and history are in one system.
Make repeat work easier because the customer history is not scattered.
Checkout stays closed until launch gates open. The feature proof below is for launch readiness, not a live checkout.
ServiceKit module
Client CRM
Memory
Property notes
The next tech does not start from zero.
Control
Owned CRM
The customer list stays in your database.
Proof standard
Show the job story
The CRM proof is history, notes, and property context in one place.
Make repeat work visible
The sales proof is less dependency on memory.
What to look for
Open the client record before the call becomes a search mission.
A client record is only useful if it carries the full job story. ServiceKit keeps the work attached.
Show the job story
The CRM proof is history, notes, and property context in one place.
Make repeat work visible
The sales proof is less dependency on memory.
What this replaces
Contact lists, inbox searches, scattered photos, and one employee who remembers everything.
A client record is only useful if it carries the full job story. ServiceKit keeps the work attached.
Find customer and property history fast.
Keep notes where the next tech can use them.
Send better follow-ups and review requests.
Make repeat work less dependent on memory.
How the workflow moves
A useful feature is a sequence, not a checklist.
01
Open the profile
Customer, property, and contact context appears before the call turns into searching.
02
Read job history
Past work tells the next tech what changed and what was promised.
03
Add useful notes
Gate codes, photos, and preferences stay with the property.
04
Follow up cleanly
Reviews, callbacks, and repeat work are easier when the record is complete.
The pieces you own
Real controls, real data, and source you can change.
The page should not ask buyers to trust a vague feature claim. It should show what the module gives them and why ownership matters.
Client profile
The single record for contact and property context.
Job timeline
A history of the work that already happened.
Field notes
Details the next tech can use without calling the office.
Owned customer list
CRM data stays under buyer control.
Owned-system benefit
The module is better because you control the system around it.
Already deployed? The CRM is where the service business starts keeping operating memory.
Your client list stays exportable and under your control.
Your property notes are not trapped in another CRM.
You can add fields for your trade later.
What to connect next
Fix the next bottleneck in the job cycle.
ServiceKit launch list
Own the app before you rent another one.
$349 planned launch price. Source package, deploy guide, 19 AI lessons, and no seat fees. Checkout opens only after the launch gates are clear.