Whether you have a small team of subcontractors or a larger network of service professionals, Homey’s CRM lets you manage projects and teams easily by giving you all the tools you need to plan routes, communicate with your team, and see projects through, from estimate to completion. What more do you need?
With our calendar, planning, and resource tools you can manage multiple deadlines, teams, and resources (tools, vehicles, etc.) and keep them aligned with the project they are working on so you are always in the loop and no information gets lost. This gives you real-time visibility of your field operations and lets you make faster and smarter decisions at all times.
When your service team uses our app, we can route them directly to the project location through our powerful Contacts module. The app allows you to track your teams via GPS and locate your customers on a larger map so you can plan your routes accordingly. Working hours can easily be submitted by your field service agents on the job site and can be monitored and approved by your back office employees.
Projects are fluid and can change on a daily basis. It’s important, therefore, to be able to act quickly and stay in touch with your team when things don’t go as planned. With our project pipeline, you will be able to keep track of the status of each project from start to finish. Reassign employees, change deadlines, create tasks, communicate with customers and stay flexible at all times with Homey’s CRM.
With our website widget, you can receive quality leads directly in our CRM and turn prospects into projects with just a few clicks. Create beautiful estimates, visit customers onsite, and have them sign off electronically on any projects and services that you offer them. This gives you a holistic approach and lets you manage your service teams from end to end.
Keep track of your customers, wherever they are.
Contacts, collaborate, documents, communicate, logbook.
Keep track of your finances and your employees, 24/7.
Templates, archive manager, financial manager, employees & branches, notifications
Make more revenue by automating your sales process.
Create estimates & quotes, sales automation, b2b ecommerce, products & services, partner program
Manage your projects end-to-end, on the job site or in the office.
Projects, tasks, dispatch & scheduling, fotos & docs, time-tracking
You don’t need to be a big player to do marketing like one.
Website widget, qualified leads, custom email, login, seo for enterprise, white label for enterprise
Check out our Enterprise platform for more details. Marketing, Sales, White-Label, Lead-Gen, SaaS & digital Sales in one solution.
Dennis Walton. Senior Key Account Manager.
1 (800) 542-5139
Thousands of service professionals use Homey’s project planning software to manage their business and schedule their teams daily. Working with leading OEMs in residential home construction has helped us build a reliable, easy-to-use SaaS solution that lets teams offer and deliver a high level of service to happy customers.