Too many calls and texts
Your team repeatedly answers the same questions about orders, appointments, materials, and installations.
Better Customer Experiences.Built for Home Service Businesses.
Manage customers, estimates, communication, payments, project updates, reviews, referrals, and repeat business — while giving every customer a better experience from first contact to completed project.
Live Project Status
Your customer always knowswhat’s happening.
Project status, appointments, next steps, and communication stay visible in one place.
Know What’s Happening
Project Status
Know What’s Next
Installation
Get Help Fast
Stay Connected
Project Updates
See progress without calling the store.
Order created
Materials ordered
Installation scheduled
What Happens Next
Installation
Scheduled & confirmed
Dealer Benefit
Fewer “what’s going on?” calls.
Swipe to explore
01 · Customer Dashboard
Stay informed without calling.
Customer Dashboard
Stay informed without calling.
Customers can instantly see what is happening with their project, what comes next, upcoming appointments, and important updates.
Real-time project visibility
Upcoming appointments in one place
Fewer “what’s going on?” calls
Less chasing
Customers can self-serve
More clarity
Updates stay visible
More opportunities
Shop and pay in portal
Better follow-up
Reviews & referrals
The pain points we solve
Disconnected. Overwhelming. Costing You Customers.
Customer Connect brings the most important parts of the customer experience together so your team can spend less time chasing information and more time serving customers.
Manual follow-ups
Employees spend valuable time sending updates, chasing approvals, and reminding customers what happens next.
Disconnected information
Customer details, documents, messages, schedules, payments, and updates are spread across different tools.
Inconsistent experiences
When communication is delayed or unclear, customer confidence falls and negative reviews become more likely.
Limited visibility
Owners need a clearer view of activity, customer communication, completed payments, and revenue generated through the platform.
All-in-one platform
Everything you need to deliver a better customer experience.
One connected platform for your customers, sales team, operations team, and business owners.
Keep customers informed throughout their project.
Reduce repetitive calls, texts, and manual follow-ups.
Create additional sales opportunities through the customer portal.
Give owners clearer visibility into activity and performance.
Customer Portal
Give customers one branded place to view orders, updates, estimates, documents, appointments, payments, and messages.
Automated Communication
Keep customers informed throughout the project without forcing your team to manually send every update.
Appointments & Scheduling
Manage measures, appointments, installations, service visits, and scheduling requests in one connected workflow.
Cash & Carry
Allow customers to browse available products, place orders, and select pickup or available delivery options.
Reviews & Referrals
Guide satisfied customers toward reviews and referrals after important project milestones are completed.
Customer Management & CRM
Keep customer records, conversations, estimates, orders, payments, appointments, and follow-up organized in one place.
Simple pricing
Choose the billing schedule that works best for your business.
Every plan includes the same Customer Connect platform features, 1 owner license, 10 additional team licenses, and a 7-day free trial.
Every plan includes
Everything your team needs to serve customers and grow.
Customer portal
Dealer workspace
10 team licenses
Project updates
Customer messaging
Payments
Scheduling
Reviews
Choose your billing plan
Start 7-Day Free TrialBook a DemoIncludes a 7-day free trial. Cancel anytime through billing management.
All plans include a 7-day free trial and can be canceled anytime through billing management. Subscriptions automatically renew until canceled.
Frequently Asked Questions
Customer service and CRM software for home service businesses.
Learn how Customer Connect helps home service companies improve communication, customer visibility, approvals, payments, reviews, referrals, and the overall customer journey.
What is Customer Connect?+
Customer Connect is a customer service and CRM platform for home service businesses. It helps teams manage customers, estimates, communication, payments, project updates, reviews, referrals, and repeat business while giving customers one organized portal to stay informed and take action throughout the project.
What is a customer portal for a home service business?+
A customer portal gives homeowners a secure, organized place to interact with a home service company. Instead of relying on scattered calls, emails, paperwork, and messages, customers can access important project information and complete actions from one place.
How does Customer Connect help home service businesses?+
Customer Connect helps home service businesses improve communication, give customers greater visibility, reduce manual follow-up, collect approvals and payments, support reviews and referrals, and create additional opportunities throughout the customer relationship.
Can customers approve estimates online?+
Yes. Customer Connect can give customers a clear way to review estimates, approve project documents, sign required documents, and move the project forward from their customer portal.
Can customers make payments through Customer Connect?+
Yes. Businesses can use Customer Connect to give customers a convenient path to make eligible payments through the portal. Payment processing is connected to the participating business so funds belong to that business.
Can customers receive project and order updates?+
Yes. Customer Connect is designed to keep customers informed with project status, order progress, appointments, installation or service information, next steps, and other updates selected by the business.
How does Customer Connect help businesses get more reviews?+
Customer Connect makes review requests part of the customer journey. After important milestones or a completed project, satisfied customers can be guided toward leaving feedback and continuing to the business review experience.
How does Customer Connect help generate referrals?+
Customer Connect creates a clear referral opportunity after a positive customer experience, making it easier for satisfied customers to recommend the business instead of relying only on the team to remember to ask.
What types of home service businesses can use Customer Connect?+
Customer Connect is designed for service-based businesses such as flooring, roofing, painting, remodeling, HVAC, plumbing, electrical, landscaping, and other home service companies that manage customers through estimates, projects, appointments, payments, and follow-up.
Does Customer Connect replace a CRM or field service management system?+
Customer Connect includes CRM-style customer management alongside estimates, communication, payments, project visibility, reviews, referrals, and the customer portal. For many home service businesses, it can become the primary platform for managing the customer relationship, while still working alongside specialized field service, accounting, or operational software when needed.
How much does Customer Connect cost?+
Customer Connect offers monthly, yearly, and two-year subscription options. Current pricing and included features are shown in the pricing section of this page, and available plans include a 7-day free trial.
Customer Connect is built to improve the customer-facing experience while helping home service businesses create a more organized, responsive, and growth-focused customer journey.
Built for Home Service Businesses
Customer service and CRM software built for home service businesses.
Customer Connect helps contractors and home service companies manage customers, communication, estimates, payments, project updates, reviews, referrals, and repeat business while giving every customer one connected experience.
Explore the Home Services Customer PortalFlooring
Customer portals for flooring estimates, order updates, installations, payments, Cash & Carry, reviews, and referrals.
Explore FlooringRoofing
Keep roofing customers connected through estimates, approvals, project updates, scheduling, payments, and completion.
Explore RoofingHVAC
Give HVAC customers one place for appointments, estimates, service updates, payments, communication, and follow-up.
Explore HVACPainting
Connect painting customers with estimates, scheduling, approvals, project information, payments, reviews, and referrals.
Explore PaintingPlumbing
Organize plumbing estimates, appointments, service updates, approvals, payments, communication, and customer follow-up.
Explore PlumbingRemodeling
Give remodeling customers visibility into estimates, milestones, scheduling, approvals, payments, and project progress.
Explore RemodelingLandscaping
Keep landscaping customers informed through estimates, project scheduling, updates, payments, reviews, and referrals.
Explore LandscapingElectrical
Connect electrical customers with estimates, appointments, service updates, approvals, payments, and communication.
Explore ElectricalCustomer Connect is designed for home service businesses that want to improve customer communication, increase visibility, simplify customer actions, and create more opportunities for reviews, referrals, and repeat business.
Built for home service businesses
Ready to improve customer experience and grow your business?
See how Customer Connect can help your team communicate more effectively, provide customers with greater visibility, and create more opportunities throughout the customer journey.