Your Shop Desk
Gutters · Custom Shop Desk CRM

A Custom CRM for Gutter Installers and Cleaners

Gutters are two businesses. Seamless installs pay well, and cleanings bring the same houses back every spring and fall. Your desk would quote the footage on site, run the cleaning routes and offer guards to the homeowners who are tired of the ladder.

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A Shop Desk set up the way a gutters business would run it
A Shop Desk set up the way a gutters 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 Gutters Words

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

  1. 01Call
  2. 02Measure
  3. 03Quote
  4. 04Material Order
  5. 05Install
  6. 06Final Photos
  7. 07Paid

A gutter job on your desk hangs off the home and its roofline.

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

  • Linear feet
  • Downspouts and elbows
  • 5 or 6 inch and color
  • Guard type
  • Stories and ladder notes
  • Fascia condition
Where it leaks

Where Gutters Businesses Lose Work

Cleaning Customers Who Only Call Once

You clean a house in the fall and never hear from them again. A reminder in spring would have booked the same stop.

Guard Upsells Left Unsaid

Your cleaner sees a roofline full of pine needles and says nothing. That guard job goes to a TV ad.

Rotted Fascia Found on Install Day

The old gutters come off and the fascia is soft. If that was not priced in, the crew stalls while you call the homeowner.

What we would build

Fitted to How You Already Work

  • Seasonal Cleaning Routes

    Every cleaning customer gets a spring and fall reminder in your words. They book from a link and land on a route by area.

  • Quotes by the Foot

    Linear feet, downspouts, size, color and guards price from your rates. The homeowner signs on the spot.

  • Guard Offers After Each Cleaning

    When a cleaner flags heavy debris, the homeowner gets photos and a guard quote. You see how many turn into installs.

  • Fascia Photos Before the Quote

    The estimator notes soft spots with photos so repairs make the first quote. No surprise calls from the ladder.

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Questions

What Gutters Owners Ask

Can it handle both cleaning and install crews?
Yes. Each has its own job card and schedule, and one customer can have both kinds of work in their history.
Can it track which color and size I installed?
Yes. Color, size and guard type stay on the home. When they call for a repair or an addition, you match it.
Can customers approve work from photos?
Yes. They get a link with the photos and the price, and they sign from their phone.
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.

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Tell Us How Your Gutters Business Runs

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

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