A gutter CRM that remembers every house's footage, trees and last cleaning, and knows who is ready for guards.
Gutter work repeats. The same houses need cleaning every year, the same trees fill the same runs, and the customer who paid for two cleanings this year is the best guard prospect you have. Generic field software treats each visit as a new job. We build the CRM around the house and the cycle.
The house is the record, and the season is the schedule
A gutter company's work comes back to the same addresses. Once you have measured a house (linear feet, stories, downspouts, pitch, where to set the ladder, whether the back is reachable from the yard), you should never measure it again. The tree cover tells you whether it needs one visit a year or three. The cleaning history shows whether the customer is a guard prospect. Field software built around one-time jobs makes the office retype all of that every visit, or loses it.
Scheduling is also unusual. Most cleanings happen in a few weeks after the leaves drop, the timing shifts by region and by year, and rain stops roof work entirely. The CRM needs to group houses by area so a crew can do a full day on one side of town, push a whole day forward when it rains, and tell every affected customer without the office calling each one.
Then there is the second business inside the first. Guard installs, re-hangs and new seamless runs are quoted, sold and warrantied like small construction jobs. They need estimates with options, deposits, material colors and lengths, and a warranty record that outlives the original crew.
Records a gutter CRM must keep
Anything on this list that sits on a clipboard in the truck is gone by the second fall.
House measurements stored once
Total footage per side, stories, roof pitch, downspout count and locations, existing guards, ladder placement and access notes such as a locked gate or a dog, kept on the property and reused for every quote and visit.
Tree cover and visit history
Which trees overhang which runs, how full the gutters were at each visit, and photos from each cleaning. That record tells you when to schedule the next one and gives the guard estimate its evidence.
Recurring plans with automatic billing
Spring, fall or both, each with a reserved window, a reminder text before the visit and a charge after the photos are uploaded. Our guide to recurring billing covers how to set those terms fairly.
Routes grouped by area with rain holds
Houses on the same side of town grouped into one crew day, with a rain hold that slides the whole day and sends each customer a new date in your words.
A guard and install pipeline
Estimates with options (guard types, gutter size, color, downspout upgrades), follow-ups, deposits, material orders and install dates, with cleaning customers flagged as prospects when the history supports it.
Warranty and repair records per house
What was installed, when, the product and color, and the warranty terms, so a call years later about a loose section or an overflowing corner starts with the facts.
How we build a CRM for a gutter company
We built a CRM for the service companies we own first, then made it available to others. Yours is set up for your services, your crews and your regions, in accounts you own.
Quotes from aerial measurement
The office measures the roof edge on aerial imagery, saves the footage to the house and produces a cleaning quote from your price rules, so most cleanings are quoted without a visit.
A crew day on a phone
Each crew sees the day's houses in order, the access notes, and the required photos for each stop. The job cannot close until before and after photos are uploaded.
Guard prospects surfaced automatically
Rules you set (a second cleaning in one year, heavy debris noted twice, overflow complaints) flag the house as a guard prospect and put it on the sales list with the photos attached.
Install jobs with materials
Gutter size, profile, coil color, total footage, outlets, hangers and downspout lengths written on the job, so the crew forms the right runs on site and the install record is complete.
Commercial and property manager accounts
One account holding many buildings, with per-building pricing, purchase order numbers and invoices in the format the manager's accounting office needs.
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 gutter services, answered.
Can the CRM handle one-time cleanings and plan customers together?
Yes. A one-time customer is a house with one visit; a plan customer has a recurring schedule and stored card. After a one-time cleaning, the CRM can offer the plan automatically.
How does it handle rain days in the fall rush?
The office puts a rain hold on the crew day, and every house on it moves to the next open day for that area. Customers get a text with the new date, and plan customers keep their place in line.
Can we import our customer list and past cleanings?
Yes. Customers, addresses, notes and past visits come over from your spreadsheet or old software, and we match the measurements to the new house fields so you do not remeasure.
Does it work if we also do roofing or window cleaning?
Yes. The house record holds every service you sell, each with its own schedule, pricing and history, and reports can split revenue by service line.
Custom CRM for gutter services. Owned by you.
Start with the instant website checkup of your current site: your grade and top 3 fixes, no sign-up. Or get a free system quote for the whole gutter services setup.
Instant website checkup