CRM for Chimney Sweeps

• The problem

  The first cold snap fills the phone for a month, and in midsummer the brushes sit in the van.

  In Kompot.ai

  Keep the date of the last sweep in a field on the customer. In late summer a scheduled workflow messages everyone swept the year before with your online booking page, so the early weeks of the season fill before the rush.

• The problem

  You arrive to sweep and the stove was burning last night, or the hearth is blocked by furniture.

  In Kompot.ai

  When the job is booked, a workflow sends the customer your preparation message: no fire for a full day beforehand, the hearth cleared, pets shut away. The reply lands in the same conversation, so you know they read it.

• The problem

  A buyer's agent needs a level-two inspection report by Friday and the photos are on the sweep's phone.

  In Kompot.ai

  Camera stills of the flue, the crown and the cap are added to the job on site. The office fills in a report from a document template with the customer's details merged in, exports the PDF and emails it with the photos.

• The problem

  A cracked flue tile turns a sweep into a relining quote, and the customer says they will think about it.

  In Kompot.ai

  Open an opportunity for the relining and send an estimate built from your price list. You see whether it was viewed, and a workflow raises a call-back task so the quote is chased before the customer starts burning again.

• The problem

  Nobody remembers what last year's sweep found: liner type, creosote build-up, which appliance vents where.

  In Kompot.ai

  Each flue has its custom fields on the customer — appliance, fuel, liner, height, inspection level, creosote stage. Last year's job with its notes and photos sits beside them, so this year's sweep starts with a comparison.

What you keep on record

Flues and appliances

Open fireplace, insert or stove, the fuel burned, liner type and flue height, as fields on the customer.

Inspection level and findings

Which level was carried out and what was found — creosote stage, cracked tiles, crown and cap.

Flue photos by year

Camera stills attached to each year's job, so changes in the liner can be seen side by side.

Inspection reports

The report generated from your template and exported as a PDF, stored with the customer.

Questions owners ask

Can I record the inspection level and what I found in each flue?

Yes. Add custom fields for inspection level, liner type and creosote stage, and write the findings in the job notes with photos. A house with a fireplace and a stove flue gets a set of fields for each.

Can I give the customer a written report with photos?

Yes. Set up your report as a document template; the customer's name and address are merged in, you add the findings, and it exports to PDF. Photos from the job go out in the same email or message.

How do I fill the calendar before the fall rush?

Send an email campaign in summer to the segment of customers swept last year, with a link to your online booking page. A scheduled workflow can also message each customer as the date of their last sweep comes around.

Who takes the calls on the first cold week of the year?

With the Full Service plan every call is picked up by a voice agent that asks about the appliance and the last sweep and can transfer to a person. An AI employee in messengers answers from your instructions and creates the contact and a task.