A lighting CRM that remembers every roofline, every bin and every takedown date.
A holiday lighting sale is one job that lasts a year: a design, a box of lights, a shelf in the warehouse, an install, a December service call, a takedown and a renewal. Field software built around a single visit cannot hold that without notes and spreadsheets. We build the CRM around the full cycle, including the permanent lighting side that runs on warranties instead of seasons.
One sale, two visits months apart, and a box in between
A plumber's software thinks a job starts when the truck leaves and ends when the invoice is paid. A lighting job starts in August with a photo quote, takes a deposit in September, gets installed in November, needs a crew back on the roof in December when a strand goes dark, comes down in January, sits in a labeled bin until summer, and then becomes next season's first sale. Every one of those steps has a date, and most of them are months apart. Software that cannot see the whole year makes you track the bins and the takedowns somewhere else.
Inventory is the part other trades do not have. If you lease lights, the strands on a customer's roof are your asset, cut to that roofline, and they have to come back to the right bin so the same crew can rehang them next year. If the customer owns the lights, you still have to know whose box is whose and where it sits. Leased stock going out and coming back, customer-owned stock stored for a fee, and new commercial-grade product on the shelf all have to be counted, or the first week of installs becomes a search party.
Permanent lighting adds a different record entirely. A track system has a controller, channels, a warranty registered with the manufacturer, an app login the customer will forget, and service calls that are warranty work or billable depending on the cause. That lives on the property for years, next to the seasonal design, and the CRM has to hold both without pretending they are the same thing.
What a holiday lighting CRM has to track
When one of these lives only in a crew lead's memory, you relearn it on a ladder in November.
The design, per property
Each lit run in feet with its clip type, bulb style and color, every tree and shrub with its wrap style, wreath and garland positions, timer and outlet locations, and night photos of the finished install. Next year's crew rebuilds it from the record, not from memory.
Bins, shelves and ownership
Which bin holds which customer's strands, which warehouse row it is on, whether the lights are leased or customer-owned, strand counts out and strand counts back. Pulling the truck for a route starts with a pick list the system prints.
Install and takedown as two scheduled visits
Both dates are set when the deposit lands, and both appear on the crew calendar months apart. Routes group nearby homes, and jobs with second-story ridgelines are flagged so the right ladders and harness gear go on the truck.
Service tickets during the season
A dark section, a tripped outlet, a timer that lost its program, clips torn loose by wind. Each becomes a ticket with a priority, a photo and a note on whether it is warranty or billable, dispatched between installs without a phone call to the owner.
Rebooks with a deposit and a hold
In late summer the system sends each past customer their saved design, the price for the coming season and a deposit link that holds a preferred window. Unanswered offers release to new customers on a date you choose.
Permanent lighting warranty records
Controller model, channel map, install date, manufacturer warranty terms and registration, app setup notes and every service visit, kept on the property for the life of the system.
How we build a lighting CRM
Before we built one for anyone else, we built a CRM for our own service companies, and we fit yours to your season rather than to a template.
Stages that follow your year
Quoted, deposit paid, scheduled, installed, in service, takedown done, stored, rebook sent, renewed. The board shows how many homes sit at each stage and which crews own them.
Photo and aerial quoting
The designer traces the roofline on an aerial view, enters stories and pitch, counts trees and wreaths, and your per-foot rates with your height multipliers produce the price. The quote goes out with the customer's own house photo marked up to show the runs.
A crew app with a pull list
Each crew sees the day's route, the design for each stop with its photos, the bin numbers to load, and a checklist that asks for a finished night photo before the job closes.
Deposits, finals and takedown billing
Deposit at booking, the balance at install, takedown included or billed as your agreement says, all from your own payment account, with a plain statement on the receipt of who owns the lights.
Season reports the owner reads
Homes renewed versus lost, new homes added, revenue by town, service tickets per hundred homes and takedowns remaining, on one screen in January when you are deciding what to buy for next year.
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 holiday & permanent lighting, answered.
Can the CRM price a quote from an aerial measurement?
Yes. The designer traces the runs on the aerial view and the system multiplies footage by your rates, applies your multipliers for stories, pitch and ridgelines, and adds trees, wreaths and power runs as counted items. The first crew on site confirms the measurement, and the record updates for next year.
How does it handle leased lights and customer-owned lights at the same time?
Each property carries an ownership flag. Leased stock is tracked as your inventory going out and coming back to a bin; customer-owned lights are tracked as stored items with the storage terms you set. Invoices and the takedown checklist read the flag so nobody argues in January.
Can it run takedown routes separately from installs?
Yes. Takedown is its own visit type with its own routes, usually denser and faster than installs, and the checklist asks the crew to confirm strand counts back into the bin and to note any damage for next year's quote.
What does it do for permanent lighting customers?
It stores the system record, the warranty and the app notes on the property, schedules warranty and billable service calls, and keeps the customer on a year-round list for color scene reminders before holidays and game days.
Can it import last year's customers from a spreadsheet or another app?
Yes. We import customers, addresses, designs where they exist, and photos, then run the old system and the new one side by side through one rebook cycle so nothing is lost.
Custom CRM for holiday & permanent lighting. Owned by you.
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