Client Portals for home service contractors

Yes, the contractor CRM is included in the core system at $297 per 4 weeks with no extra fee. Every call, text, form fill, and chat lands in one pipeline so you can see which leads are new, contacted, quoted, and booked. Nothing has to be re-entered by hand, and nothing sits in a notebook on the dashboard of a truck.

A unified inbox puts calls, texts, website chats, and emails into a single conversation thread per customer, no matter which channel they used. Contractors need it because leads arrive across five or six places and each one is a separate chance to lose the thread. One inbox means one place to check and one history to reference.

Yes, and arguably more than a large company does, because a solo operator has no office staff catching what falls through. When you are on a roof, the CRM is what remembers to follow up on the estimate you sent Tuesday. Owner-operators typically see the fastest gain, since the follow-up work was simply not happening before.

Yes, every lead moves through a visible pipeline from new to contacted to booked, and the analytics show which source produced each one. That tells you whether the map pack, your website, or paid ads is paying for itself. Most contractors are surprised by which channel actually drives revenue once they can see it instead of guessing.

Yes, the system connects with common contractor tools including Housecall Pro, and Zapier support covers most other platforms. Review Presence handles the front end of the customer journey, capturing leads, following up, booking, and generating reviews, then passes the booked job to the software your crews already use for dispatch and invoicing.

Yes, you can send and receive business texts from a desktop browser or your phone, using your business number rather than a personal cell. That lets an office manager handle conversations at a keyboard, keeps the full thread searchable, and means customer messages do not disappear with an employee's phone.