A chimney CRM built around the flue, the report and the date it comes due again.
What a chimney company actually owns is a list of flues with a last-swept date and a condition. Generic field software stores a customer and a job; it does not know that one house has three flues, that the fireplace flue got a Level 2 after a fire, or that the furnace flue is due in March. We build the record the trade actually keeps.
The flue is the unit, the report is the product, and the reminder is the business
Off-the-shelf software treats every visit as a fresh job. Chimney work is the opposite: the same addresses, year after year, each with a history. A customer record has to hold every flue separately, with its appliance, its liner type, the creosote condition found last time, the photos, the inspection level performed and the repairs recommended but not yet done. When that history lives in the record, the tech walking up the driveway already knows the stove has to come out and that the crown was cracked last October.
Scheduling is different too. The rush compresses most of the year's sweeps into a few months, your crews work in pairs when a roof requires it, and a day's profit depends on how tightly the stops cluster. The software has to book by zone, know which jobs need two people and a roof, and keep home-sale inspections ahead of their closing dates. It also has to carry the spring: the open repair estimates from last season's camera footage, the liner jobs waiting on parts, the odor diagnostics and the animal calls on hold until the nest is empty.
The CRM we run our own service companies on started the same way, and the chimney version is built around these records instead of bending a dispatch board into shape with notes.
What a chimney CRM has to keep
If any of these lives in a tech's phone or a paper report in a van, the next visit starts from zero.
One record per flue, under one address
Appliance, liner material, last sweep date, inspection level, creosote stage found, photos, recommended repairs and when it is next due, so a house with a fireplace, an insert and a furnace flue shows three histories on one screen.
Inspection reports built from the visit
The tech's camera stills and notes become a written report with the inspection level, findings per flue and recommendations, sent to the homeowner, the agent, the inspector or the adjuster from the job itself, with a record of who received it and when.
Repair quotes that grow out of findings
A cracked liner on the report becomes a quote line for a stainless reline with the measured length and diameter, a damaged crown becomes a rebuild line, and each open quote carries a follow-up date for the quiet months.
A due-date engine for the whole list
Every flue has a next-due date based on its last service and burn type. The office sees what comes due by month and zone and sends the reminder before the customer thinks of it. The list belongs to you.
Home-sale jobs with a deadline
Closing date, buyer, seller, agent and inspector on the job, the report sent to everyone you list, and a hold on the calendar that keeps the inspection ahead of the contract date.
Two-person roof work and route density
Jobs flagged for a second tech when roof access requires it, crews booked by zone so the rush stays tight, and parts (caps by size, liner kits, dampers) reserved against the jobs that need them.
How we build it for a chimney company
Your stages, your inspection levels, your crews, in your own accounts.
Your pipeline in your words
Booked, swept, inspected, report sent, repair quoted, repair approved, parts ordered, scheduled, done, and a reminder stage that cycles the flue back for next year. Reports count flues and dollars at each stage.
A tech app that works in a firebox
Flue-by-flue checklists, photo capture tagged to the flue, creosote and condition fields, and a report that assembles itself when the tech taps done. It works without signal on a roof and syncs in the truck.
Wildlife and safety holds
An active nest of a protected bird, a suspected fire with an adjuster involved, or a flue the tech marked unsafe puts a hold on the job with a reason and a follow-up date, so nobody schedules a sweep that cannot happen.
Partner tracking
Each job records which home inspector, agent, HVAC company, roofer or restoration firm sent it, and the owner sees which partners send work that closes.
Payments and signatures from the hearth
The homeowner approves the repair quote and puts down the deposit by phone link while the tech is still there. Pricing is recomputed on the server when they approve, so nothing in the page can be edited into a discount.
Reports the owner reads
Sweeps per crew per day during the rush, inspections that turned into repairs, reminder response by month, and revenue per flue, all without exporting a spreadsheet.
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 chimney sweep, answered.
Is a custom CRM better than the sweep-specific software already out there?
The specialist products are decent and were built for the average sweep. A custom build is built for yours: your inspection levels, your report format, your partner list and your reporting, running in accounts you control with no per-user fee and nothing that stops working if you stop paying a vendor.
Can it import my customer list and old reports?
Yes. We bring in customers, addresses, job history and attached photos from the old system or spreadsheets, split addresses into flues where the data allows, and run both systems side by side until you trust the new one.
Does it handle the yearly reminder automatically?
Yes. The due date on each flue drives an email, a text where the customer opted in, or a printed postcard list, and the office sees who booked, who did not and who should get a call. The CRM service page explains how reminders run.
Can an agent or inspector see the report without an account?
They receive a link from the job that opens the report, and the record shows when it was opened. Nobody outside your company gets a login.
Custom CRM for chimney sweep. Owned by you.
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