A duct cleaning CRM that remembers every vent in the house and when the dryer is due again.
A duct job is short and one-off, which is exactly why generic field software loses the thread. The counts, the photo pairs and the next due date have to live on the address, so the second visit is quicker than the first and the customer never goes back to the mailer.
The job is simple; the record is what makes the money
Duct cleaning is priced by the house: so many supplies, so many returns, one system or two, a dryer vent on the wall or up through the roof. The phone quote is built from a count the homeowner guesses, and the real number is confirmed when the tech walks the house. Off-the-shelf software stores a customer and a job. It does not store a house, so the counts end up in a notes field, the tech re-counts every visit, and the second quote is as slow as the first.
The sale happens on site, too. The tech shows the before photo on the phone, offers the coil cleaning, the bird guard, the sanitizing where you use it, or the dryer vent that was not on the booking, and the ticket grows with the customer's approval. In a generic app that is a paper upsell and a second invoice. In a CRM built for the trade it is one tap and a signature on the screen.
Then there is the repeat. Dryer vents fill again, filters run out, the fall bundle comes around every year, and the coupon shopper never returns unless something reminds them. The reminder is the retention plan for this trade, and it only works if the system knows the interval, the consent and the number to text.
What a duct cleaning CRM has to track
If any of this lives in the tech's phone, it leaves with the tech.
The house, not just the customer
Supplies, returns, systems, furnace location, dryer vent route and length, attic or crawl space access and the gate code, stored once and shown to whichever tech returns, so nobody counts registers twice.
Photo pairs by register
Before and after photos matched by location, plus the inspection camera stills, assembled into a report the customer receives by text and the office can forward to a realtor or a landlord without editing anything.
On-site add-ons with approval
The tech adds the coil cleaning, the dryer vent, the bird guard or the sanitizing line on the phone, the customer approves on the screen, and the invoice matches what was agreed in the hallway.
Rebook intervals per service
Dryer vents on the schedule you set, filters on theirs, the bundle on the furnace season, each with its own reminder and a one-tap booking link that comes from your business number.
Offer and source on every ticket
Which coupon, listing, referral or search brought the job, and what it finally invoiced, so you can see which offers bring work that pays and which bring a price fight at the door.
Accounts for managers and agents
Multi-unit work and pre-listing jobs billed to one account, with per-unit reports, a monthly statement and the closing date flagged so the cleaning happens before it.
How we build it for a duct cleaning company
We built our own CRM for our own service companies first, and we build yours around how you price and route.
Your price sheet, in the app
Per-vent, per-system, dryer vent by route, the add-ons and the bundle, so the office quotes the same way the tech invoices and nobody does arithmetic in a text message.
Routing by neighborhood and job length
Jobs grouped by zip and by how long they run (a roof dryer vent takes longer than a wall vent, a two-system house longer than a ranch), so a two-truck company runs full days without crossing town twice.
Reminder texts that respect consent
Rebook reminders go only to customers who agreed to texts, carry an opt-out, and stop the moment someone books or replies stop, with every send logged on the contact.
Reviews that follow the photo report
The review request is attached to the after photos, which is when the homeowner is most impressed and most likely to mention the town and what came out.
Owner reporting
Average ticket by offer, add-on rate per tech, rebook rate on dryer vents and jobs per truck per day, so the slow July and the packed October are planned on numbers instead of memory.
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 air duct & dryer vent cleaning, answered.
Is a custom CRM worth it for a one-truck duct cleaning company?
It depends on how much repeat work you want. The rebook reminder alone turns a one-off trade into a recurring one, and the system runs in your own accounts with no per-user fee, so it costs the same at one truck as at five.
Can it import our customers from the app we use now?
Yes. The customers, jobs, invoices and photos come out of the old app, get mapped to the new fields (vent counts usually hide in the notes, and we pull them out), and both systems run together until nothing is missing.
Does it handle the sanitizing products we use?
It records which product was applied, where and when, and prints that on the invoice, which helps if a homeowner asks later. Whether and how you use any treatment is your call under the product label and your state's rules.
Can techs use it in a basement with no signal?
Yes. Photos and notes save on the phone and sync when the signal returns, which matters in mechanical rooms, attics and crawl spaces.
Custom CRM for air duct & dryer vent cleaning. Owned by you.
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