CRM and business software · Field Services
CRM for Gutter Cleaning Companies
Two cleanouts a year, a roofline the homeowner never sees and a crew that needs to know the ladder set-up before it arrives — all kept on the property's record.
Free forever for up to 3 users. Paid plans from $199 a month.
What goes wrong, and what we do about it
Gutter work comes in two waves: after the seeds and blossom come down in spring, and after the leaves drop in fall. The fall wave is short, because everyone wants it done before the first freeze, and whoever calls back first gets the job. Most customers are at work while you are on their roofline, so they cannot see what you pulled out of the downspouts. Proof, payment and next season's booking all have to happen without meeting them.
The problem
The leaves drop, the phone rings nonstop for a few weeks, and last fall's customers book someone else.
In Kompot.ai
Customers on a spring-and-fall plan carry the plan in a field on their record. A scheduled workflow messages them ahead of each season with your online booking page and puts a task in the office's list to check who has not booked yet.
The problem
The homeowner was at work and is not sure the gutters were cleaned at all.
In Kompot.ai
The crew takes before-and-after photos of each run and each downspout outlet into the job from the ladder. The office sends them in the customer's conversation with the invoice, and they stay on the job for comparison next fall.
The problem
The crew arrives with the wrong ladder for a steep roof over a walk-out basement.
In Kompot.ai
Stories, roof pitch, gutter length, guards and where a ladder can stand are custom fields on the customer. They show in the job, so the crew loads a stabilizer or plans to work from the roof before leaving the yard.
The problem
A loose hanger or a leaking corner is mentioned on the doorstep and never quoted.
In Kompot.ai
The crew adds a note and a photo to the job while still on the ladder. The office builds an estimate from the price list — resealing, rehanging, a new downspout elbow — and sees when the customer has viewed and approved it.
The problem
The check for a cleanout done while the customer was out turns up a month later, or not at all.
In Kompot.ai
Create the invoice from the finished job and send it with a card payment link the same afternoon. Unpaid invoices are flagged as overdue, and plan customers can be billed by subscription invoice once a year.
How one order runs
From the first leaf-drop call to a paid cleanout
The request and the roofline
A homeowner calls or uses the booking page. You note the number of stories, roughly how much gutter there is and whether guards are fitted, and it is saved on the contact.
Price and time window
Send an estimate priced by length and height from your price list, or confirm the slot they picked. Then create the job for that time and assign a crew, so it shows on the calendar.
On the ladder
The crew clears the runs, flushes each downspout and photographs before and after into the job. Sagging sections and loose hangers go into the notes.
Photos, invoice, next season
The customer gets the photos and an invoice with a payment link. The plan field on their record tells the workflow when to invite them back.
What you keep on record
- Roofline details
- Gutter length, stories, roof pitch and guard type in custom fields on the customer.
- Before-and-after photos
- Pictures of every run and downspout, kept on the job of each visit, season after season.
- Spring-and-fall plans
- Which visits the customer has signed up for, with the subscription invoice that bills the plan.
- Repairs found on the roof
- Notes on loose hangers, leaking corners and crushed downspouts, and the estimate sent for each.
Digital employees · Full Service plan
Where an AI employee steps in for Gutter Cleaning Companies
The moment
During a downpour a homeowner calls: water is sheeting over the gutter above the front door.
The voice agent notes the address, which side of the house is overflowing and how many stories it is, and transfers the call to you if water is getting indoors. The recording, transcript and summary are saved on the contact.
The moment
In late fall someone asks in the website chat whether you can still come before the freeze.
The AI employee asks for the address, the number of stories and whether there are guards, saves it on a new contact and shares your booking page so they can take one of the remaining slots. It opens an opportunity for the office.
The moment
A plan customer writes that the back downspout is overflowing again after the cleanout.
The AI employee looks up the last job and what the crew noted about that downspout, tells the customer the office will arrange a return visit and creates a task with the address and the complaint.
Questions owners ask
- Can I run a spring-and-fall plan for regular customers?
- Yes. Record the plan in a field on the customer and bill it with a subscription invoice. A scheduled workflow messages the customer and raises a task for the office ahead of the spring cleanout, and again before the leaves come down.
- Can the crew attach roofline photos without climbing down to a laptop?
- Yes. The job opens in a phone's browser. The crew takes photos straight into it from the ladder or the roof, adds a note about anything damaged and moves the job to done when the downspouts run clear.
- How do I quote repairs spotted during a cleanout?
- Keep resealing, rehanging, downspout parts and guard installation as items in your price list. Build the estimate from them, send it along with the photos the crew took, and convert it into an invoice once the customer approves.
- Can a customer book and pay without ever being home?
- Yes. They choose a free slot on your online booking page, the crew works while they are out, and the invoice arrives with a link to pay by card through Stripe or PayPal. Nobody has to stay home for a knock on the door.
What it costs
Free for up to 3 users, with every feature: bring your own AI. $199 a month adds our built-in AI and moving your data over. $499 a month: we set everything up and support it every month.
Related industries
- CRM for HVAC Companies
- CRM for Plumbing Companies
- CRM for Electrical Contractors
- CRM for Cleaning Companies
- CRM for Landscaping Companies
- CRM for Pest Control Companies
- CRM for Pool Service Companies
- CRM for Pressure Washing Companies
- All industries
See it on your own business.
Create your company in a minute, or book a 20-minute call and we will show you around.