EngageSuite360 › Home Services CRM

The CRM for Home Services, with Your Industry Agent Built In

EngageSuite360 is the CRM for home services businesses, with super intelligence built in. Ask it anything about your own records, and your home services agent drafts the workflows your team runs for you to review and publish. Your pipeline (Call In → Scheduled → Dispatched → On Site → Estimate Sent → Approved → In Progress → Completed → Invoiced) and your customers, households & jobs are set up the day you sign in, in the words your team already uses.

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✓ From $59 per user a month✓ Charged today, cancel any time✓ Charged the day you upgrade
Home Services business at work

Your pipeline, pre-built on day one

This is the exact deal pipeline the Home Services template seeds at signup — the same stages the product ships, not marketing copy:

Call InScheduledDispatchedOn SiteEstimate SentApprovedIn ProgressCompletedInvoiced

Your records speak your language too — the template tracks Customers, Households & Jobs, with fields and terminology tuned to home services.

Dashboards

Your home services numbers, traced to their source

Home Services gets a board of its own, in its own words. Each stat opens to its formula and the tables it reads, and the charts click through to the records behind them.

HVAC owners

HVAC Cockpit

Aging equipment, expiring warranties and maintenance-plan revenue across your service area.

  • HVAGEAging units · 12 years +Live
  • HVWEPWarranties expiring · 180 daysLive
  • HVMRRMaintenance plan revenueLive
  • HVPVCPlan visits overdueLive
Traced to its query
HVAGE Aging units · 12 years +

Equipment units installed 12 or more years ago — replacement candidates.

Formula
COUNT(*) equipment WHERE today − install_date ≥ 12 years
Sources
crm_industry_objects (equipment).data.install_dateGET /api/v1/crm/boards/industry → hvac.equipment.aging
League stat
Aging curve
Window
today
HVWEP Warranties expiring · 180 days

Equipment units whose warranty ends in the next 180 days.

Formula
COUNT(*) FROM crm_industry_objects WHERE object_id = 'equipment' AND today ≤ warranty_until ≤ today + 180 days
Sources
crm_industry_objects (equipment)GET /api/v1/crm/boards/industry → hvac.equipment
League stat
Contract expiry calendar
Window
the page’s own range
HVMRR Maintenance plan revenue

The yearly price of every live maintenance plan, added up.

Formula
SUM((data->>'price')::numeric) FROM crm_industry_objects WHERE object_id = 'maintenance-plans' AND (renewal_date IS NULL OR renewal_date ≥ today) — price taken as annual
Sources
crm_industry_objects (maintenance-plans)GET /api/v1/crm/boards/industry → hvac.plans
League stat
Season-ticket revenue
Window
today
HVPVC Plan visits overdue

Live maintenance plans whose next tune-up date has already passed.

Formula
COUNT(*) maintenance-plans WHERE next_visit < today AND (renewal_date IS NULL OR renewal_date ≥ today); monthly load = SUM(visits_per_year) ÷ 12
Sources
crm_industry_objects (maintenance-plans)GET /api/v1/crm/boards/industry → hvac.plans.overdue
League stat
Games postponed
Window
today
Field service

Shop TV Board

Today’s jobs on the wall: completed, invoiced and how fast an emergency gets a truck.

  • FREVRevenue completed · todayLive
  • FDONEJobs completed · todayLive
  • PLCOSCall-to-on-site · emergencyLive
  • PLQTAQuote-to-approved rateLive
Traced to its query
FREV Revenue completed · today

The value of the Jobs completed today.

Formula
SUM(crm_deals.value) WHERE the Job's first to_stage 'Completed' falls today (tenant time zone)
Sources
crm_dealscrm_deal_stage_eventsGET /api/v1/crm/boards/industry → fieldtv.revenueToday
League stat
Points on the board
Window
today
Note
Revenue, not profit: gross profit needs QGM (field.qgm), which is Derive.
FDONE Jobs completed · today

Jobs whose Completed stage was reached today.

Formula
COUNT(Jobs) WHERE first to_stage 'Completed' falls today (tenant time zone)
Sources
crm_deal_stage_eventsGET /api/v1/crm/boards/industry → fieldtv.completedToday
League stat
Wins
Window
today
PLCOS Call-to-on-site · emergency

Median minutes from an emergency Job being created to the technician on site.

Formula
MEDIAN(first to_stage IN ('On Site','In Progress') − crm_deals.created_at) WHERE custom_fields->>'urgency' = 'Emergency', last 30 days
Sources
crm_deal_stage_eventscrm_deals.custom_fields.urgencyGET /api/v1/crm/boards/industry → fieldtv.emergencyOnSiteMin
League stat
Response time
Window
last 30 days
PLQTA Quote-to-approved rate

Of the Jobs quoted in the last 90 days, the share later approved.

Formula
100 × COUNT(Jobs with to_stage 'Approved' after their first 'Quoted' / 'Estimate Sent') ÷ COUNT(Jobs entering 'Quoted' / 'Estimate Sent' in 90 days)
Sources
crm_deal_stage_eventsGET /api/v1/crm/boards/industry → fieldtv.quoteApprovedPct
League stat
Conversion rate
Window
last 90 days
Every dashboard

A generic CRM makes you translate. This one starts in your words.

A generic CRM
LeadQualifiedProposalClosed Won

Records called Contacts and Deals. You rename the stages, build the fields and explain the system to your team before the first real entry.

EngageSuite360 for home services
Call InScheduledDispatchedOn SiteEstimate SentApprovedIn ProgressCompletedInvoiced

Records called Customers, Households & Jobs, with fields for the work home services teams actually do. Ready when you sign in.

Ask CRM on your home services records

✨ Ask CRM, on your data

Ask “Which deals in “Estimate Sent” have not had a touch in two weeks, and who owns them?” and get the answer in plain English, with the records it used. Your data, not a silo the assistant cannot see.

🧑‍💼 Mike, your industry agent

The assistant inside your CRM knows home services: your pipeline, your customers, households & jobs and the jobs your trade repeats. It suggests the next step; you decide.

⚙️ Workflows that write themselves

The assistant drafts the workflow; a person on your team reviews it and publishes. Nothing runs until someone does.

Drafts Mike would suggest for a home services team

Draft · you publish

When A new inquiry comes in about “no heat or no cool emergency”.
Then Assign it to the right person and set a task to log the address and the equipment.

Draft · you publish

When A deal has sat in “Estimate Sent” for five days.
Then Create a follow-up task for its owner and draft the check-in email for them to send.

Draft · you publish

When A deal reaches “Invoiced”.
Then Log the thank-you on the record and schedule the next touch in 90 days.

Mike, EngageSuite360 Home Services agent

Meet Mike, your home services agent

Mike knows home services inside out and works inside your EngageSuite360: answering questions about your records, suggesting the next step on a deal and drafting the workflows home services teams run. Ask Mike anything right here, by chat or live by voice.

💬 Talk to Mike 🎙️ Talk live

Mike also answers the phone for home services businesses and writes every call into this CRM — add Mike as your receptionist →

Beyond the CRM: agents that take whole home services jobs

It starts with communications. Agents answer, remind and follow up so your people stay with the customer in front of them. Then they do the data work, and every action lands on the records above.

Dispatch Board Agent

The agent keeps the board current as calls come in, matches jobs to the tech with the right trade and certification, groups calls by area to cut drive time, and proposes the reshuffle when an emergency lands.

Arrival Windows Agent

The agent sends the arrival window at booking, an on-my-way text with the tech's name when the truck rolls, and a running-late text with a new window the moment the previous job runs over.

Added separately when you choose: the front desk from The Front Desk Company, other agents from AgentWorks Studio. They work in these same records.

Latest from Mike · newest first

Home Services problems, one at a time — what changes when an AI agent handles them.

All Home Services articles → Every industry ambassador

💡 An estimate that sits unanswered is a job another contractor books — the Estimate Sent stage with a dated follow-up task on every Job shows which ones have not moved to Approved this week.

Everything a home services team needs, in one CRM

✨Ask CRMQuestions about your own records, answered with the records it used.
🧑‍💼Your industry agentThe assistant inside your CRM, with your trade's expertise.
⚙️WorkflowsSuggested and drafted by the assistant; a person publishes.
📊Deals & PipelinesIndustry-shaped kanban stages.
👥Contacts & CompaniesUnlimited records, full history.
✅Tasks & CalendarFollow-ups and shared calendar.
📈Reports & DashboardsPipeline, win-rate, lead source.
📥CSV & Excel ImportBring your spreadsheet along.

Frequently asked

What makes this a CRM for home services, not a generic one?+

A generic CRM gives you Leads, Deals and Closed Won and leaves the rest to you. The Home Services template sets up your own pipeline (Call In → Scheduled → Dispatched → On Site → Estimate Sent → Approved → In Progress → Completed → Invoiced), your records and fields in home services terms, and every core CRM module: contacts, companies, leads, deals, tasks, activities, notes, calendar, documents and reports.

What is Ask CRM?+

A question box over your own records. Ask "Which deals in “Estimate Sent” have not had a touch in two weeks, and who owns them?" and the answer comes back in plain English with the records it used, so you can open each one. It reads only your workspace, and it asks before it changes anything.

What does the home services agent do?+

It is the assistant inside your CRM, with home services expertise: it knows your pipeline, your customers, households & jobs and the jobs your trade repeats. It answers questions, suggests next steps and drafts workflows. A person on your team reviews each draft and publishes it; nothing runs until someone does.

How long does setup take?+

Minutes. Sign up, choose the Home Services template, and your pipeline, terminology and fields arrive pre-configured. Import contacts by CSV and start working.

Can my whole home services team use it?+

Yes. Your team shares the same contacts, pipeline, calendar and reports, so handoffs happen in the CRM instead of in text threads. Each person is a user on your plan.

How much does the home services CRM cost?+

Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds. Pro includes Ask CRM, Mike and workflows; Business adds teams and permissions, tickets, quotes, sequences and custom objects.

Your home services CRM is set up the moment you sign in

Pro $59 or Business $119 per user a month, 3-user minimum; billed annually, 2 months free. Charged today when you sign up; monthly, cancel any time, no refunds.

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CRMs for other industries

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