CRM for Garage Door Companies

• The problem

  A broken-spring call is dispatched and the technician arrives with springs for the wrong door.

  In Kompot.ai

  Door width, height and weight, torsion or extension springs and the wire size are custom fields on the customer. For a new caller the dispatcher asks for a photo of the spring and the door label in WhatsApp, and it stays in the conversation.

• The problem

  A new door is on order at the factory and the install date depends on a delivery nobody tracks.

  In Kompot.ai

  Run door sales as opportunities with your own stages: measured, quoted, deposit paid, on order, install booked. The deposit is billed as its own invoice with a payment link, and a task dated for the expected delivery keeps the order in front of the office.

• The problem

  Photo eyes, auto-reverse and balance were tested, but nothing shows it when a question comes later.

  In Kompot.ai

  The technician writes the result of each safety check in the job notes and adds a photo of the sensors and the cables. The customer signs a completion document from a template on the phone, and the PDF is kept on the customer's record.

• The problem

  The customer says the opener you installed has failed, and nobody knows which one or when.

  In Kompot.ai

  Opener brand, model, drive type and install date sit in fields on the customer next to the job and the invoice for the installation. The dispatcher sees at once whether it is your install and whether it is still in warranty.

• The problem

  Rollers, cables and a tune-up are priced from memory on the driveway, differently each time.

  In Kompot.ai

  Springs by type, rollers, cables, opener models and the tune-up are all items in your price list. The technician builds the estimate on a phone, the customer approves it, and it converts into an invoice with a payment link.

What you keep on record

Door details

Width, height, panel material, insulation and whether it is a single or double door, on the customer.

Springs

Torsion or extension, wire size and length, and the date each was last replaced, as custom fields.

Opener and remotes

Brand, model, chain, belt or wall-mount drive, install date and how many remotes were programmed.

Safety check results

Photo eyes, auto-reverse and balance, written in the notes of each job with photos.

Questions owners ask

Can I keep spring and opener details for every door I service?

Yes. Add custom fields to the customer for door size, spring type and wire size, opener brand and model and the dates they were installed. They appear with the job history whenever that customer calls again.

How do I manage doors that are ordered from the manufacturer?

Use opportunities with stages for measuring, quoting, deposit, order and installation. The deposit goes out as one invoice with a payment link and the balance as a second, a task holds the delivery date, and the installation is scheduled as a job for the crew.

Can a technician write a quote standing on the customer's driveway?

Yes. Kompot.ai works in the browser on the technician's phone: they pick items from the price list, send the estimate and see it approved before starting. The approved estimate turns into the invoice.

Can it remind customers about a yearly tune-up?

Yes. Keep the date of the last service in a field. A scheduled workflow messages the customer when lubrication and a balance check are due again and creates a task for the office to offer a time.