A radon CRM that tracks the closing date, the install and the post-test on one job.
The install itself is quick; everything around it is not. The pre-test result, the quote, the back and forth over who pays, the install day, the post-test and a report that goes to four people all have to happen on time. We build the CRM around that sequence so nothing waits on someone's memory.
The deadline belongs to someone else, and the report goes to everyone
In a real estate job, the schedule is set by the purchase contract, not by you. The inspection contingency and the closing date decide when the install has to happen and when the post-test result has to be in hand. Generic field software stores a job date and a customer. A radon company needs the closing date, the agents on both sides, the payer (buyer, seller, escrow or builder) and the full list of people who receive the results, all visible to the office at a glance.
The test results themselves are records you will be asked for later. The pre-mitigation result from the inspector, your post-test with its placement and pickup dates, and the manometer reading at install are what a future buyer, a lender or an inspector may want to see. Keeping them attached to the house, with photos of the suction points and the pipe route, turns a one-time job into a service history.
Radon also has a long tail. Fans wear out, homeowners renovate basements, and good practice includes retesting over the years. A CRM that knows every system you installed and when can remind you and the owner, which is recurring work most mitigators never capture.
What a radon mitigation CRM has to track
These fields and stages come from how radon jobs actually run.
Contract dates on every real estate job
Inspection contingency, closing date and any extension, sorted into a board that shows which installs must happen this week and which post-tests must be picked up before a deadline.
Pre-test and post-test results together
The original result and report, the post-test device, its placement and retrieval times, the result and the lab or device report, all on the same job for a clean before and after.
Payer and report recipients
Who pays (buyer, seller, escrow, builder or homeowner) and who receives results, with every agent and party saved, so the report goes out to all of them the moment it is ready.
System details per house
Suction point locations, pipe size and route, fan model, serial number and install date, manometer reading at install, sealing work done and photos, stored with the address for future owners.
Agent and inspector referral tracking
Which agents and inspectors send work, how many quotes turned into installs, and how quickly you delivered, so you know where to spend your time and who to thank.
Builder and new construction systems
Passive systems installed at rough-in, tied to the builder and lot, with a path to convert to an active system if a later test comes back high.
What we set up for radon companies
Each piece is built before your first job goes in.
A deadline board for the office
A single view of open real estate jobs sorted by closing date, with flags for installs not yet scheduled and post-tests not yet retrieved, so the office catches problems while there is still time.
Automatic result delivery
When the post-test result is entered, the CRM sends the report to every recipient on the job and logs the send, so nobody calls asking whether it went out.
Retest and fan reminders
Install anniversaries trigger reminders to the homeowner about retesting and checking the manometer, and older fans are flagged for a service call.
Mobile install checklists
Installers record suction points, pipe route, sealing, the manometer reading and photos on site, and the job cannot be marked complete until the checklist is done.
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 radon mitigation, answered.
Can the CRM send post-test results to every party automatically?
Yes. Each job stores the list of recipients, and entering the result sends the report to all of them with a record of when it went out.
Can we track which agents send us the most work?
Yes. Every job records the referring agent or inspector, and a simple report shows quotes, installs and turnaround by referral source.
Does it work for new construction as well as resale?
Yes. Builder jobs track the lot, the passive system and any activation later, separate from resale jobs with closing dates.
Can we import jobs from our current software?
In most cases, yes. We import customer, address and job history from exports and spreadsheets, then match them to addresses so your system records start complete.
Custom CRM for radon mitigation. Owned by you.
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