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Description
Catch CRM is a cutting-edge platform that integrates AI technology to streamline the management of leads, dispatching, invoicing, and customer reviews for home service businesses, all within a single interface. It enables rapid response to leads in under a minute, ensuring timely engagement through various channels such as phone calls, web forms, website chat, and Facebook lead ads, which are all consolidated into one comprehensive pipeline. The AI Office feature enhances this by incorporating an automatic call dialer, a 24/7 AI texting service, and Facebook AI, ensuring that new leads are promptly addressed to prevent them from going cold.
In terms of scheduling and dispatch, an online booking tool helps populate the calendar, while the dispatch board efficiently assigns technicians to the appropriate jobs, facilitated by a mobile app that empowers technicians to manage their tasks directly in the field. When it comes to financial transactions, AI-generated proposals can include photos and e-signatures, and payments can be processed using Stripe at its standard fee, with no additional markup; furthermore, the two-way synchronization with QuickBooks guarantees up-to-date financial records.
Additionally, the platform automates email campaigns and follow-up sequences, allowing business owners to maintain consistent communication without added effort, thus enhancing overall productivity and customer retention. This comprehensive solution ultimately simplifies operations, enabling home service businesses to focus on delivering exceptional service.
Description
ExpandIT allows service and installation companies to increase productivity while reducing administrative costs. ExpandIT Service Portal, ExpandIT Service and ExpandIT Resource Planning are all part of the solution.
ExpandIT software is designed for companies that provide service and installation to:
Reduce manual work - Keep track of forms, expenses, time, and more digitally. No need to lose paperwork.
Reduce errors - Get rid of paper forms in order to reduce errors All information can be stored digitally.
Empower Field Staff – Provide tools for your service technicians that reduce the time-consuming paperwork and streamline processes
Increase Profitability - Integrate seamlessly with Microsoft Dynamics ERP software to invoice faster, and improve cash flow.
Enhance Customer Experience - Allow customers to schedule service, pay bills and access records online.
Ensure Compliance - Document service work was done to meet compliance requirements.
API Access
Has API
No
API Access
Has API
No
Integrations
Facebook Ads
Yes
QuickBooks Accountants
Yes
Stripe
Yes
Zapier
Yes
Integrations
Facebook Ads
No
QuickBooks Accountants
No
Stripe
No
Zapier
No
Pricing Details
Free
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Catch CRM
Founded
2026
Country
United States
Website
catchcrm.ai/
Vendor Details
Company Name
ExpandIT
Founded
1998
Country
Denmark
Website
www.expandit.com
Product Features
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
