How roofers run it here
- Keep the customer and property record after the job closes out
- Schedule the next inspection on the calendar with crew assignment and email notice
- Run the visit off a checklist so nothing gets skipped
- Photograph the visit — it joins the property's ongoing photo history
- Turn findings into a new proposal in a couple of taps
Why it belongs in the CRM
Maintenance work usually dies in a spreadsheet or a reminder in somebody's phone. Because visits live on the same record as the original install, whoever picks up the call can see the material used, the photos, the signed proposal and the warranty position immediately.
Included, not an add-on
Scheduling, checklists, photo history and the calendar are part of the $250 per month plan for up to 10 users. There's no separate maintenance module to buy.