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.


Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.
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.
- 01Call
- 02Sweep and Inspect
- 03Photo Report
- 04Repair Quote
- 05Repair
- 06Final Photos
- 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 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.
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.
What Chimney Sweep and Repair Owners Ask
Can it handle dryer vent cleaning too?
Can it track inspection levels?
Can I sell gas insert or stove installs?
How long does a custom desk take?
Do we own it?
Tell Us How Your Chimney Sweep and Repair Business Runs
We will tell you honestly what a desk fitted to it would take.