A CRM built for home services, that you own
Own a customer CRM outright. Start from a preset for recurring home services, then customize service plans, visits, and renewals to your workflow.
Sound familiar?
- Per-seat CRMs get expensive as you add crews and routes.
- Generic CRMs don't track recurring service plans or seasonal visits.
- Your customer list and visit history sit on a vendor's servers.
Your Home services preset, ready on day one.
Start from a configuration built for home services. Customize anything beyond it.
- Customer and service-plan record types
- Recurring visit and renewal task templates
- Pipeline from quote to active plan
How it works in practice.
Turn one-off quotes into recurring plans
A quote for a cleaning, lawn, or pest visit can convert into a recurring service plan with scheduled visits.
Renew plans and upsell by season
Plans nearing renewal surface as tasks, and seasonal services become upsell prompts at the right time of year.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Visit cadence is a template you control, so recurring and seasonal work both fit.
- No. One-time license covers every crew and office staffer.
Can I model weekly, monthly, and seasonal visits?
Do I pay per crew member?
Recurring revenue needs a CRM that thinks in plans, not one-off jobs
Cleaning, lawn care, pest control, pool service, window washing: the home-services businesses that compound are the ones that turn a single visit into a standing plan. That recurring relationship is the asset, and it's precisely what a generic contact CRM can't represent. It logs a customer and a "deal," then charges you per seat as you add crews to serve more routes.
The Nanobox home-services preset starts you with customer and service-plan record types, recurring-visit and renewal templates, and a pipeline from quote to active plan. A one-time quote for a deep clean or a first treatment can convert into a weekly, monthly, or seasonal plan with visits already scheduled. As a plan nears renewal, it surfaces as a task before the customer drifts to a competitor, and seasonal work (gutter cleaning in fall, mosquito treatment in spring) becomes an upsell prompt at the right moment.
Because you self-host with full source, your customer list and visit history live on infrastructure you control instead of a platform you rent. A one-time license covers every crew and office staffer, so growing your route count never raises the per-seat bill. Adjust visit cadences, add a field for gate codes or pets, and extend the data model as your service mix changes. See pricing or explore the CRM.
Own your home services CRM today.
Start from the home services preset and customize it to your workflow. One-time price, no per-seat fees.