Smart Home Leads / Clients
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Interior Automation & Smart Home Installers CRM CRM
Installer CRM for site surveys, customized smart-home quotes, installation jobs, warranty and maintenance follow-ups.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Smart Home Orders / Cases
Track this workflow with controlled records, ownership, status changes and reporting.
Smart Home Schedule / Calendar
Track this workflow with controlled records, ownership, status changes and reporting.
Smart Home Documents / Approvals
Track this workflow with controlled records, ownership, status changes and reporting.
Smart Home Inventory / Resources
Track this workflow with controlled records, ownership, status changes and reporting.
Smart Home Billing / Payments
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.