A stucco CRM that remembers the texture, the color and every moisture reading on the wall.
A stucco job moves through an inspection, a report, an estimate with options, a schedule bent around weather and cure time, several coats and a color approval in daylight. Years later the same house calls about a new crack. Generic field software keeps none of that in a form you can find again.
A stucco job has a long middle, and the details outlive the job
Field software built for quick service calls expects one trip, one bill and done. Stucco runs differently. The first visit is often a diagnosis: probing around windows, reading moisture at the base of the wall, tapping for hollow spots, photographing the weep screed. That becomes a report, then an estimate with two or three paths (patch to a natural break, redo the section, re-coat the elevation), and the homeowner may sit on it until a sale or a storm forces a decision.
Once the work is sold, the schedule depends on the wall. Lath and scratch coat one day, a wait, the brown coat, another wait for cure, then the finish, with rain, freezing nights and hard sun able to push any step. Crews move between houses while coats cure, and the office has to know which wall is ready for the next coat on which day.
And the record matters long after the invoice. The mix, the finish texture, the color formula and the supplier batch are what let you match a patch on that house next year. A CRM that stores those on the property, alongside the moisture map and the photos, turns every callback into a quick, confident visit instead of a guessing game.
What a stucco and plaster CRM has to track
Anything written on a scrap of cardboard in the mixer truck is a guess waiting to happen on the next visit.
Inspection data by wall and opening
Moisture readings and probe locations recorded against each elevation, window and door, with photos pinned to the spot. The report builds from that data, and next year's visit can compare readings at the same points.
Estimates with repair paths
Line items for each option: spot patch, section to a control joint or corner, full elevation with fog coat, plus lath replacement, flashing repairs and paint. The homeowner picks a path online and signs.
The color and finish record
Finish type, aggregate, color name or custom formula, supplier and any paint or elastomeric coating over it, saved on the property. A crew lead on a phone sees it before mixing anything.
Coats, cure and weather holds
Each coat is its own scheduled step with its earliest next date, so the board shows which walls are ready. A weather hold moves the dependent steps together and texts the homeowner the new date.
Lead and asbestos steps for older homes
A flag for homes built before the federal lead rule date, with the test results, containment steps and the paperwork your certified renovator keeps, stored on the job for the record.
Referral partner on every job
Which home inspector, agent, painter or window installer sent the house, so you can see which relationships produce reports and which produce full re-stucco jobs, and thank the right people.
How we build a CRM for a stucco contractor
We built our own companies' CRM first, and we shape yours around how your crews coat a wall.
Your stages in your words
Stages like photo received, inspected, report sent, estimate out, sold, lath, scratch, brown, finish, color approved and paid, with counts and dollars at each stage so you can see where jobs sit.
A phone inspection tool
The estimator walks the house with a phone, taps a wall on a simple elevation sketch, logs the reading and photo, and the report is drafted before they leave the driveway.
Online approval, deposit and progress billing
The homeowner picks a repair path, signs and pays a deposit from a text link, then pays progress amounts as coats are done. The server recalculates totals, so an edited page cannot change the price.
Builder and remodeler accounts
Subcontract work grouped by general contractor and project, with lot or unit numbers, insurance certificates on file, lien waiver status and a statement that matches their pay schedule.
A callback and warranty file
Workmanship warranty terms, the finish date and every return visit with its cause, so a new crack call is answered with the history in hand and patterns across jobs show up in one report.
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 stucco & plaster, answered.
Can it hold moisture readings from the meters we already use?
Yes. Readings are typed or picked on the phone at each test point, and the photo of the meter display can be attached. If your meter exports a file, we can import it onto the job.
Will it handle both exterior and interior plaster work?
Yes. Interior jobs get room-by-room notes, dust containment steps and the same finish record. One board can show both kinds of work, filtered by crew.
Can it import our old jobs and customer list?
Usually. We export what your current tool allows, map it to the new structure and keep the old files readable. Our guide on switching CRMs without losing data covers what to ask for before you cancel anything.
Do we pay per user?
No. The CRM runs in accounts in your company's name. You add crew leads, estimators and office staff as you need them, and nothing disappears if you stop working with us.
Custom CRM for stucco & plaster. Owned by you.
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