VentoryCRM

MULTI-TRADE, PROPERLY HVAC, electrical and plumbing now each carry their own job types, durations, checklists, repair pricing and parts catalogue. Every job is filed under the trade it actually is, so a water heater call stops arriving as an HVAC job — and the parts and repair pickers on the truck show that trade's book instead of the HVAC one. Your customers can ask for the right trade too. The portal's Book tab asks which trade they need before anything else, then offers service types in their own words — "Drain Cleaning", "Panel Upgrade" — instead of making them guess. PRINT WITHOUT LEAVING THE APP Estimates, quotes, proposals and receipts go straight to the printer from the document viewer in one tap. FASTER ON SITE • Photograph an equipment tag to add a unit, instead of typing the nameplate by hand. • Write a full estimate from the phone, the way the office writes one on the web. • Attach a photo to an individual checklist item, not just to the job. • Search a customer's jobs instead of scrolling through them. • An on-site clock that runs from the moment you arrive, and a Collected figure that means money actually received. • Installs can't be closed out without their checklist and photos, where your company requires it. • Report a problem from the phone, with the detail already attached. • Ask Sunny, in More, answers questions about using the app from your own help guides. FOR YOUR CUSTOMERS • Sign in to the portal with a PIN or Face ID instead of waiting on an email. • Offer several times that suit them and let the office confirm one, rather than taking a slot no technician can reach. • See the extended warranty they bought. FIXES • The phone and the office quoted different money for the same repair. They agree now. • Two screens kept showing money that had already been collected. • Customer pickers on estimates, tasks and appointments no longer stop at the first few hundred names. • Signing out left the phone receiving the previous user's notifications. • Two dashboards asked for the oldest records and displayed them as today's. • Clearer contrast on buttons, status pills and message composers throughout.