New Window Cleaning CRM

The Office Software & Websites
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I have owned a window cleaning company for a few years and want to create a CRM just for window cleaners. I was often frustrated with other CRMs because of the broad coverage of industries (CRM used for plumbing, electrical, HVAC, etc.) and cost so I have decided to build my own. I am looking for feedback on some of the features wanted in the CRM. The CRM will include the appointment scheduling, customer database, and other things essential to a CRM however I want to get a feel for those features that are specific to Window Cleaning. For example, with our companies current CRM the capabilities were limited when it came to reoccurring appointments or putting them on a window cleaning plan. It got a little messy. I would love your feedback on features. Thanks so much!

Also, if you want to add yourself to the email list go get updates that would be awesome. Thanks for your feedback

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crm
quickbooks
excel
are the most combined

some issues:
where are the invoices going to be? (crm or quicken) the less quicken is used as a crm the better the details can be, which then means the crm needs to invoice, send invoices in email etc, text reminders and have some great reporting and just export revenue and receivable totals into quickbooks. let quickbooks just be for bills and balance sheets

Wish list:

the crm needs to be able to automate marketing things as well, mailing labels for postcards, email, text reminders

schedule reminders based on the upcoming schedule with variable days ahead reminder adjustable for ea customer

scheduler needs to be able to group a days jobs by tech/truck/team, that they can input notes, payment method and job times on the fly

recurring schedule needs flexibility, weather and things create a need for adjustments. once a drag n drop job is moved, the recurring will adjust all future appts based on last service (or not, and an option for that)

the ultimate would be a drag and drop scheduler that has name, geo area, $, job time and scope of work. as the drag and drop is changed from a tech schedule to another schedule, or as changed from one day to another day, or as changed order in day within the same techs schedule that day - the workorder/invoice/ tech day schedule is all updated, showing day total $ and job hours total

there would be pick lists, behind lists etc of waiting jobs that can be dragged n dropped in schedule

and as change any of those variables it would adjust in drop down list for one time or each recurring time

colors and tags in scheduler could be created that would note frequency, type of job (res, com) and things like that

above and beyond crm reports, data can be exported to excel to data mine with as one sees fit

local backups and a local program in tandem with icloud for more prevention against cloud data loss

I’ll think of more wish list items . . .

the more that can be in the crm and the less dependence on quickbooks and the elimination of excel for routine tasks the better!

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My issue is merchant service, most crm don’t sync with quickbooks merchant service, a major plus is to be able to use quickbooks merchant service.
Mileage tracking should be include, in simple words most things should be kept within CRM instead users going to other vendor.
before going life stress the system and a beta trial to fix any issues.

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i’ve researched quite a few before and since starting with tcf. i did use qbo online for receiving payments for awhile but tcf works better for me.
some of the features i like:
integration with qbo
mass emails to customers selected by several different criteria for marketing
snail mail composition and printing for marketing
unlimited users
unlimited crews
no additional fees for users crews or integrations, low lifetime price
time tracking for the overall day, travel time, job time
gps location logging for each time logged
mapping

we added pipedrive a couple years ago because while tcf can send individual or mass emails it does store responses from customers. pipedrive basically runs our gmail account and helps us keep track of contacts

we use quoteflare for self serve online quoting and in-house phone quoting.

we started using company cam for for pictures end of last season, tcf used to do a great with photos but something went wrong in 2019 and they can’t figure it out so far

i started with an app for managing door to door picture taking and soliciting but company cam may do a better job.

we use nicejob and sotellus to manage reviews, aquiring posting on social media and website.

we also use Ceridian for payroll , we tried the qbo payroll but ceridian is far better.