Nalu CRM

Nalu CRM — Job Management for Service Professionals Manage customer work from first appointment to final payment in one organized workspace. Nalu CRM helps independent service professionals and small teams keep track of jobs, customer information, schedules, documentation, payments, and follow-ups without relying on scattered notes, spreadsheets, and messaging apps. Job Documentation Create a clear record for every job. Capture before-and-after photos, document existing damage, add notes, and keep everything attached to the customer and job history. Photos stay organized inside Nalu instead of being mixed into your personal camera roll. Customer & Vehicle Records Keep customer contact information, vehicles, VINs, service history, notes, and previous jobs together in one place. When a returning customer contacts you, their history is already available. Estimates, Orders & Invoices Prepare estimates and invoices, apply taxes or discounts, convert approved estimates into active jobs, and track payment status from one workflow. Share documents with customers through supported messaging and communication options. Payments Accept payments in the way that fits the job. Use Tap to Pay on iPhone for eligible in-person contactless payments or create secure Stripe payment links for remote payment. No additional card reader is required for Tap to Pay on iPhone. Scheduling Use the built-in calendar to organize upcoming work, appointments, and team assignments. Calendar integration helps keep Nalu jobs visible alongside your existing schedule. Customer Approval & Signatures Collect customer signatures directly from the device when approval or confirmation is required. Keep signed records associated with the corresponding job. Materials & Job Costs Record materials used during a job and maintain a clearer picture of job-level costs. Designed for Work in the Field Nalu is designed for businesses that operate away from a traditional front desk. Important information stays accessible from your phone, with offline support for situations where connectivity is limited. Keep your customers, jobs, documentation, scheduling, and payments organized in one place with Nalu CRM.