Services
Customer and Job Tracking Setup for Small Trade Businesses
A CRM is one place for every customer, every job, and every note, that works on your phone in the truck. We pick something simple for what you actually do, move over what is sitting in your notebook or spreadsheet, and sit with your crew until they can use it without thinking about it.
The problem
Ask most trade business owners where their customer information lives and the honest answer is scattered across three places: a spiral notebook in the truck, a contacts list in a phone that autocorrected half the names wrong, and whatever is remembered from the last conversation. That works fine when a business is one truck and one guy. It falls apart the moment there are two crews, or a busy season, or an employee who quits and takes a week's worth of job notes with him in his head. Customers get asked the same questions twice because nobody wrote down what was already discussed. A quote given six months ago gets forgotten and never followed up on. Warranty callbacks get missed because there is no record of what was installed or when. Meanwhile a CRM sounds like something built for a call center with forty employees, not a five-person plumbing outfit, so most owners never look into one. That reputation is not deserved. A CRM built the right way for a small trade business is closer to a smart notebook than corporate software. It just needs to be set up simple, and someone needs to actually sit down and move the old information into it instead of leaving that as a someday project.
What you get
One system picked for your business. Not the biggest name, the one that fits how many people you have and how you actually work.
Every customer and job in one place. Contact info, job history, notes, and what was quoted, all searchable in seconds instead of flipped through page by page.
Works on your phone in the truck. No sitting down at an office computer to look something up. Pull it up between jobs and get what you need.
Notebook and spreadsheet migration. We take what you already have, however messy, and get it entered so you are not starting over with an empty system.
Crew training that sticks. We sit down with whoever will use it, walk through real examples from your own jobs, and come back if anybody needs a refresher.
How it works
1. We look at how you work now. The notebook, the spreadsheet, the way jobs move from a call to a completed invoice.
2. We build the setup and move your data. Customers, jobs, and history get entered so day one already has something useful in it.
3. We train your crew and stay available. A short sit-down, real jobs as examples, and a way to reach us if something is confusing later.
Signs you need one
If you have ever quoted a job and forgotten to follow up, asked a returning customer for information they already gave you, or lost track of what a crew member did on a job after they left the company, a CRM would have caught it.
Who this is for
A good fit for contractors juggling multiple jobsites, landscapers running recurring routes, and roofers tracking insurance jobs.
Where we do this
Set up in person across Davidson, Williamson, Rutherford, Wilson, Sumner, Robertson, and Cheatham counties, including Nashville and Brentwood. Farther out, we do the same setup over the phone and screen.
Common questions
What is a CRM, really?
It is one place that holds every customer, every job, and every note about them, instead of spreading that across a notebook, your phone contacts, and your memory. Nothing fancier than that.
Will it replace how I already do things?
No. It organizes what you already do. You still run the business the same way, you just stop losing track of who you talked to and what you told them.
Can you move over what is already in my notebook?
Yes. Bring the notebook, the spreadsheet, whatever you have. We sit down and enter it or scan it in so you are not starting from zero.
What does it cost?
Every business is different. Text us and we will give you a straight answer. Flat monthly rate, no setup fees, month to month.
Related services
Often paired with AI lead response so new leads land straight in the system, lead follow-up automation to work the customers already in it, invoice and scheduling automation to move a job from booked to paid, and a small business website to bring in new customers to track.
Ready to see if we can help?
Tell us the part of your week that is eating you alive. We will come out, look at it, and give you a straight answer.
Prefer email? Write us at hello@nashvilleaiguy.com. Or use the contact page.