CRM
Manage customers, properties, service history, equipment, and communication in one connected CRM built for home service businesses. Give office staff and field technicians the information they need from the first call through every completed service.
A home service CRM needs to manage more than names and phone numbers. Momentum connects each customer to their properties, equipment, service history, recurring work, notes, photos, documents, and billing activity—giving your team the complete picture in one place.
Multiple properties per customer
Complete service and equipment history
Property-specific notes and details
Office and field access
Keep customer and property information connected through every stage of service.
Add the customer
Create one customer profile with contact, billing, and communication details.
Connect their properties
Add service locations, gate codes, pet information, equipment, property notes, and other site-specific information.
Complete the work
Jobs, technician notes, checklists, photos, equipment updates, invoices, and other service activity stay connected to the record.
Build the history
Every completed visit adds to a searchable customer and property history your team can reference before the next job.
1Add the customer
Create one customer profile with contact, billing, and communication details.
2Connect their properties
Add service locations, gate codes, pet information, equipment, property notes, and other site-specific information.
3Complete the work
Jobs, technician notes, checklists, photos, equipment updates, invoices, and other service activity stay connected to the record.
4Build the history
Every completed visit adds to a searchable customer and property history your team can reference before the next job.
One connected record gives your team the context they need for every customer, property, and service visit.
Keep customer, property, service, and equipment information organized and accessible from one connected CRM.
Keep contact information, billing details, communication preferences, notes, and multiple service locations together.
Store gate codes, pet information, photos, documents, custom fields, and other property-specific details.
See previous visits, completed work, technician notes, checklists, photos, invoices, and maintenance history.
Track equipment by property, including installation details, serial numbers, warranties, repairs, and maintenance history.
View customer interactions and service activity in chronological order for a clearer picture of the relationship.
Keep relevant customer communication and service activity connected to the customer record so office and field teams stay informed.
The Momentum difference
Keep customer, property, service, and equipment information connected from the first call through every completed job.
Explore connected features
Connect your CRM to the rest of your workflow. Keep customer information moving from the first request through scheduling, service, invoicing, and payment.
Keep customers, properties, service history, equipment, and field activity connected with Momentum.
No contracts • Cancel anytime • Free onboarding • U.S.-based support
