Keystone CRM

Keystone CRM is the internal field service management app for Keystone Plumbing & Home Services LLC. Built for our office staff and technicians, it puts the entire business in your pocket. SCHEDULING & DISPATCH View the dispatch board, see your assigned jobs for the day, and get the details you need before you arrive — customer info, job history, and installed equipment. CUSTOMERS & JOBS Full customer records with service history, notes, photos, and installed equipment tracking. Create and update jobs from the field, attach photos, and log completion notes. FLAT-RATE PRICE BOOK Separate Plumbing and HVAC price books with built-in calculators, so every quote is fast, consistent, and accurate. PROPOSALS & INVOICING Build Good/Better/Best proposals on site, send invoices, and track payments — all synced with the office. PURCHASING & VENDORS Create purchase orders, receive parts, and tap-to-call manufacturer support lines from the vendor directory. COMMUNICATION Two-way texting with customers and built-in team chat keep everyone on the same page. AI ASSISTANT Ask questions about the business in plain English — open jobs, revenue, unpaid invoices, leads — and get real answers pulled from live data. This app is for authorized employees of Keystone Plumbing & Home Services LLC. A company-issued account is required to sign in.