Your Shop Desk
Chimney Sweep and Repair · Custom Shop Desk CRM

A Custom CRM for Chimney Sweeps and Masons

Chimney work gets packed into a few busy months, and the real money is in the repairs you find during a sweep. Your desk would book the fall rush without chaos, put the flue photos in front of the homeowner, and bring every home back next year.

A Shop Desk set up the way a chimney sweep and repair business would run it
A Shop Desk set up the way a chimney sweep and repair business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Chimney Sweep and Repair Words

Every sweep moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Sweep and Inspect
  3. 03Photo Report
  4. 04Repair Quote
  5. 05Repair
  6. 06Final Photos
  7. 07Paid

A sweep on your desk hangs off the home and its chimney.

So the card asks for what you actually need, and nothing a chimney sweep and repair business would never fill in.

  • Wood, gas or pellet
  • Inspection level
  • Flue size and liner
  • Crown, cap and flashing
  • Camera photos
  • Last sweep date
Where it leaks

Where Chimney Sweep and Repair Businesses Lose Work

A Fall Rush Nobody Can Handle

Everybody wants a sweep the week it gets cold. Calls pile up and the ones you miss call the next sweep.

Repairs Found but Not Sold

Your tech spots a cracked crown and mentions it at the door. Without photos and a written quote, the homeowner forgets by dinner.

Customers You Swept Once

A chimney in use needs a yearly look. If nobody reminds them in summer, they wait for the first cold snap and go with whoever is open.

What we would build

Fitted to How You Already Work

  • Summer Booking Reminders

    Last year's customers get a reminder in the slow months. The fall schedule fills before the rush.

  • Photo Reports From the Flue

    Camera photos and notes go on the job and into a clean report for the homeowner. They see the problem you see.

  • Repair Quotes Signed From the Report

    Liner, crown, cap or tuckpointing prices come from your rates and ride along with the photos. The homeowner signs from their phone.

  • Real Estate Inspection Requests

    Agents order inspections from a link, and the report goes to them and the buyer when it is done.

Start your project

Questions

What Chimney Sweep and Repair Owners Ask

Can it handle dryer vent cleaning too?
Yes. Dryer vents can be their own service with their own pricing and reminders on the same customer.
Can it track inspection levels?
Yes. Each job shows the inspection level and what was checked, with photos from your camera.
Can I sell gas insert or stove installs?
Yes. Installs can be their own job type with a quote, an order and an install date, next to your sweeps.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

Tell Us How Your Chimney Sweep and Repair Business Runs

We will tell you honestly what a desk fitted to it would take.