A waterproofing CRM that remembers the house long after the homeowner has sold it.
A waterproofing job starts in a basement with a moisture meter, becomes a proposal with options and financing, waits weeks for a decision, turns into a production job with jackhammers and concrete, and ends with a warranty someone will call about a decade later. Off-the-shelf field software was built for a plumber's afternoon. We build the CRM around the job you actually run.
The waterproofing sequence has stages a dispatch board does not know
Generic field software assumes a job is a visit and an invoice. Waterproofing has a long front end and a long tail. Before any work there is an inspection that produces a sketch, readings and photos; a proposal with several options and often a financing application; a second conversation when the other owner was not home; and a wait that can stretch across a dry summer. After the work there is a warranty that transfers at closing, a pump that needs a yearly test and a battery that needs replacing on a schedule. None of that fits in a notes field.
The record that matters is the house. Owners move; foundations do not. When a buyer's agent calls about a warranty on a property your crew finished eight years ago, the office has to find the job by the street address, see the system that went in, how the warranty transfers and each service visit logged since, without knowing the name of the person who signed. A CRM built around contacts instead of properties cannot do that.
Production is its own problem. An interior drain job needs demolition, drain and basin set, a concrete pour that has to cure, and a walkthrough. An exterior job adds a utility locate, a dig permit in many towns, excavation, membrane, backfill and landscaping repair. Each step has a crew, a day and a thing that can block it, and the office needs to see all of it on one board.
The records a waterproofing CRM must hold
When one of these lives in a rep's truck or a paper folder, it will be missing the day it matters.
The inspection as a drawing, not a form
The estimator sketches the foundation on a tablet, marks each entry point, records moisture readings by wall and attaches photos to the spot on the drawing. The sketch becomes page one of the proposal and the reference for the crew.
Proposals with keep-or-remove options
Interior drain, sump with battery backup, dehumidifier, crack injection, window well drains, exterior membrane, crawl space encapsulation, each a line the homeowner can toggle before signing on a phone, with the total re-priced on the server so nothing can be edited on the way back.
Financing status beside the proposal
Which lender, whether the application is in, approved or declined, and what the monthly figure the homeowner was quoted actually was, so follow-up calls do not start by asking questions the homeowner already answered.
Warranty on the property record
System installed, warranty terms, transfer rules, transfer history and every service visit, attached to the address. A new owner's call finds it in seconds without a prior customer name.
Service plans with their own billing
Annual pump test, battery check and dehumidifier filter visits sold as a plan, billed on a schedule, with the visit auto-created each spring before the storms rather than after one.
Production board with blockers
Demolition, drain set, pour, cure, backfill, walkthrough; or locate, permit, dig, membrane, backfill. Each shows the crew, the date and whether the previous step is done, so the office sees stalled jobs without asking.
How we build a waterproofing CRM
We built our first CRM for our own service companies, and we build yours to fit how your estimators and crews already work.
Your pipeline in your words
Lead, inspected, proposal sent, financing pending, signed, scheduled, in production, complete, warranty. Rename or add stages as you like; the reports count jobs and dollars at each one.
An inspection app that works underground
No signal in the basement is normal, so the sketching, readings and photos save on the device and sync when the estimator climbs the stairs. Nothing is lost when the connection is.
A rain trigger for follow-up
When a heavy rain hits a zip code, the CRM lists every open proposal there and sends the follow-up you approved in advance, by email and by text where the homeowner consented, because that is the day they reconsider.
Warranty transfer as a workflow
A request from the site or the phone creates a task, pulls the job by address, generates the transfer letter from your template and logs the new owner on the property.
Owner reports without spreadsheets
Inspections run, proposals signed, close rate per estimator, days from inspection to signature, jobs per rain week, service plan renewals due, and margin per job type, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for basement waterproofing, answered.
Why not just use the software the national waterproofing brands provide?
Dealer software is good at the manufacturer's products and the manufacturer's reports, and it belongs to the manufacturer. A custom CRM belongs to you, fits your options and your warranty, and keeps working if you change systems or drop a dealership.
Can it hold the warranties we already issued on paper?
Yes. We import past jobs by address from whatever you have (spreadsheets, an old program, scanned certificates) so the property record exists before the next owner calls.
Does the crew use it?
A crew lead sees the day's jobs, the sketch, the materials and the photos required before leaving, and marks each production step done from a phone. The office sees progress without a call.
What about the second visit when a spouse was not home?
The proposal keeps its options and its history, the second visit is booked against the same job, and the estimator opens the same sketch. Nothing gets re-measured or re-explained from scratch.
Custom CRM for basement waterproofing. Owned by you.
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