A garage door CRM that runs the fast ticket and the slow door sale on the same truck.
A garage door company runs two businesses with one crew. Spring, cable and opener repairs are priced from a menu and finished in an hour. New doors are measured, quoted, ordered from a factory, waited on for weeks and installed on a day that depends on the delivery. Generic dispatch software was built for the first and makes you fake the second in notes.
The repair ticket and the door order need different records
A repair ticket in this trade is short and dense. The tech needs to know the door size, whether it is one spring or two, the wire size, length and inside diameter of the springs on it, the opener brand and model, and what was replaced on the last visit, before the truck leaves the lot. If that lives in a text thread or a tech's memory, the truck arrives with the wrong spring and the job turns into two trips. The record has to sit on the address and be filled in by every visit.
A door order is a project. There is a measure (opening width and height, headroom, sideroom, backroom, floor level, whether the opener will carry the new weight), a quote with options the homeowner picks from, a deposit, an order placed with the manufacturer or distributor, an acknowledgment with a ship date that moves, a delivery to your shop or the site, an install day with the old door hauled away, and a final payment. Each step has a date, a document and a person waiting on it. A dispatch board shows none of that.
The two are connected, which is the point. Many door sales start as repair tickets where the tech noticed rotted bottom panels or a door older than the last three owners of the house. The CRM has to turn that note into a sales task, follow it up and report on how many tickets became doors and which techs made it happen.
What a garage door CRM has to keep
Each of these is something your office already tracks somewhere. The question is whether it sits on the address where the next tech will see it.
A door profile on every address
Width and height, construction and insulation, spring system and spring specs, opener brand, model and install date, the last tune-up and what was replaced when. Every ticket adds to it, and every dispatch reads from it.
Your repair menu with options on a tablet
Flat prices for the common tasks (spring pair, cable and drum set, roller set, opener logic board, door back on track) with good, better and best bundles the tech shows and the customer signs on the spot, plus the after-hours and service call rules you set.
Truck stock by spring size
Springs by wire size, length and inside diameter, cables, rollers, hinges, photo eyes and openers on each truck, drawn down by completed tickets and restocked from a list, so first-trip completion is something you measure instead of hope for.
Door orders with every date
Measured, quoted, deposit paid, ordered, acknowledged, ship date, delivered, install scheduled, installed, final paid. The ship date changes, the record keeps the history, and the customer gets a text when the door arrives.
Tune-up plans with their own calendar
Plan members billed on the schedule they chose, reminded before each visit, and visible on the board as a steady base of work for the slow weeks of the year.
Warranty on parts and labor
Part and labor warranty dates per job, the serial numbers for openers and doors, and a flag on the ticket when a callback falls inside a warranty window so nobody argues over the invoice.
How we build a garage door CRM
We built our first CRM for our own service companies and build yours around your menu, your suppliers and your trucks, with no per-seat fee and the data in your accounts.
A measure sheet the tech fills in the garage
A form on the phone for the opening dimensions, headroom, sideroom, backroom, floor, framing and opener compatibility, with photos, that becomes the quote and the order without being typed twice.
Online quotes with options and a deposit
The homeowner picks the style, insulation, windows and opener on their phone, signs and pays the deposit. The server re-prices the total on approval so a changed page cannot change the price.
Supplier orders attached to the job
Order confirmations and acknowledgments from the manufacturer or distributor file to the job, the expected date updates the install calendar, and the install is not scheduled until the door is physically received.
Repair-to-door follow-up that runs itself
When a tech flags a door, the system creates the sales task, sends the follow-up text to customers who agreed to texts, and tracks the outcome against the original ticket and the tech who flagged it.
Tech pay and sales credit
Repair pay per ticket, sales credit on doors and openers, and the rules for split jobs, calculated by the system from completed work so month end is a report rather than a negotiation.
Owner reports without a spreadsheet
First-trip completion by tech, tickets that became door quotes, door orders by status, plan members due, warranty callbacks 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 garage doors, answered.
Is a custom CRM better than ServiceTitan or Housecall Pro for a garage door company?
Both are capable products for general field service, and many garage door companies run on them. A custom build fits your menu, your spring stock and your door order flow exactly, runs in accounts you own with no monthly seat fee, and stays yours if you stop working with anyone. We compare the options fairly before you decide.
Can it import our customers and door records from our current software?
Yes. We export customers, addresses, jobs, invoices and any equipment notes from the old system, map them into door profiles, and run both systems together for a short time so no ticket is lost, and the old export stays readable for as long as you want it.
Does it handle commercial accounts?
Yes. Property managers and facilities get their own account record with every door and operator at each site, service agreements with scheduled visits, high-cycle spring records, and monthly billing, separate from the residential board.
Can a tech price a repair on site without calling the office?
That is what the menu is for. The tech picks the task and the bundle, the system applies your service call, after-hours and warranty rules, and the customer sees and signs the total before work starts.
What about doors we order that arrive damaged or wrong?
The receiving step records the condition with photos, opens a claim with the supplier on the job and pushes the install date, and the customer gets a text with the new date instead of a surprise on install morning.
Custom CRM for garage doors. Owned by you.
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