# VentoryCRM — Field service for contractors > All-in-one field service management platform for contractors. (iPhone/iPad app by JODY KYLE WHALEY.) - Source: https://appshunter.io/ios/app/ventorycrm/id6790792418 (this page in markdown: same URL + `.md`) - Developer: [JODY KYLE WHALEY](https://appshunter.io/developer/6790792420) - Category: Business, Productivity - Price: Free - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 16.4 · 54 MB - Languages: American English - Released: 2026-08-06 - Data updated: 2026-08-19 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ventorycrm/id6790792418/reviews.md ## What is VentoryCRM? VentoryCRM is the all-in-one field service platform built for HVAC and home-service contractors — one connected system for the office, the field, and your customers. Run the whole job from the first call to the paid invoice, and give customers a modern, branded self-service experience that wins referrals. JOBS & DISPATCH • Create and schedule work orders in seconds • End times auto-calculate from the job type • Assign a lead tech plus helpers; drag-and-drop dispatch • Multiple service addresses per customer — jobs tied to the right location • Full status flow: scheduled, en route, on site, completed IN THE FIELD (works offline) • Job photos, on-site customer signature capture, checklists, diagnostics • Log parts and labor; one-tap directions and logged calling • Changes sync automatically when you're back in range • Face ID / fingerprint app lock and encrypted on-device data SELL MORE EQUIPMENT • Guided Good/Better/Best replacement proposals • Prices auto-fill from equipment data and your markup • Editable "What's Included" list with quantities • Customer signs off on the proposal right on your phone INVOICING & PAYMENTS • Itemized invoices with tax, discounts, and PO numbers • Get paid on the spot with Square tap-to-pay, online pay links, or manual entry • Present financing options to the customer CUSTOMERS & EQUIPMENT • Complete customer profiles with multiple properties • Track installed equipment per address: make, model, serial, warranty, size • Full service and invoice history at your fingertips • Service agreements and maintenance memberships CUSTOMER PORTAL (your brand) • Your logo and company info front and center • Customers book service, pay invoices, view equipment and warranty status, sign proposals, and message you • Live technician tracking and job photos they can see BUILT-IN COMMUNICATION • Logged click-to-call through your company number • Two-way customer texting • Automated email: booking links, estimates, invoices, reminders VentoryCRM replaces the patchwork of scheduling apps, spreadsheets, and paper — so nothing falls through the cracks. Requires a VentoryCRM account. ## Key features - Job scheduling and dispatch - Offline field operations - Equipment sales proposals - On-site invoicing and payments - Customer portal with branding - Integrated communication tools ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/ventorycrm/id6790792418/reviews.md ### 5/5 — Best CRM *2026-08-12* Changing the way we operate our day to day business!! ## Frequently asked questions about VentoryCRM ### What is VentoryCRM? VentoryCRM is an all-in-one field service platform designed for HVAC and home-service contractors. It helps manage jobs, dispatch technicians, create proposals, send invoices, and communicate with customers. ### Does VentoryCRM work offline? Yes, VentoryCRM is designed to work offline in the field. Changes made offline will automatically sync when you are back in range, ensuring continuous operation. ### How does VentoryCRM help with sales? VentoryCRM offers guided Good/Better/Best replacement proposals with auto-filled prices based on your markup. Customers can sign off on proposals directly on your phone. ### Can customers pay through VentoryCRM? Yes, VentoryCRM allows for on-the-spot payments via Square tap-to-pay, online pay links, or manual entry. It also supports presenting financing options to customers. ### What kind of communication features does VentoryCRM offer? VentoryCRM includes logged click-to-call, two-way customer texting, and automated emails for booking links, estimates, invoices, and reminders. It also features a customer portal for messaging. ### Is VentoryCRM available on multiple devices? VentoryCRM is supported on iPhone and iPad, making it accessible for field technicians and office staff on common mobile devices. ### How often is VentoryCRM updated? The latest version, 1.0.3, was released on 2026-08-16, indicating recent development and updates to the platform. ### What is the user rating for VentoryCRM? VentoryCRM has a perfect rating of 5.0 stars based on 1 review, suggesting a highly positive user experience among its early adopters. ## Version history (last 4 releases) ### 1.0.3 — 2026-08-16 This release is about speed, and about never losing work you've already done. FASTER, AND EASIER ON YOUR BATTERY The Field Service dashboard, the CRM dashboard and the calendar were refreshing over and over in the background — even while you were just sitting on the screen looking at them. That's fixed. Those screens are now idle when you're idle, which means noticeably less battery drain and a lot less mobile data on a long day in the field. The pull-to-refresh spinner also stops when it's finished, instead of spinning indefinitely. YOUR WORK STAYS PUT • Diagnostics readings no longer vanish. Tapping over to Parts or Checklist while you were entering refrigerant pressure, temp split or amps used to wipe everything you'd typed, with no warning at all. Your readings are now kept when you move between tabs, and the app asks before you leave a job with unsaved ones. • Edits made offline can no longer be overwritten by an older copy. If a change was still waiting to sync and you edited the same job again, the earlier version could quietly win and your newer note would disappear. The most recent edit now wins. • The Estimates tab keeps your search text and status filter when you come back to it, instead of resetting every time. JOB TIMES ARE CORRECT Start times on the Jobs list now show in your company's time zone and include the minutes. A 9:30 AM job displayed as "9 AM" for everybody, and displayed the wrong hour entirely for anyone whose phone was set to a different time zone than the office. The Jobs list now agrees with the job detail screen, the dispatch board and the calendar. QUOTES AND PROPOSALS • Equipment quantities are preserved. Opening a proposal that had two units on a line and saving it used to reset that line to one — quietly halving the total the customer had been quoted. • The repair pricebook now shows the price the quote line will actually use, labor included, rather than the raw part price. What you see while browsing is what lands on the quote. SHARED PHONES AND TABLETS Signing out now clears everything from the previous session. On a shared tablet, the next person to sign in could briefly see the previous user's clients, tasks and jobs before their own data finished loading. That no longer happens. CUSTOMER PORTAL • When something fails to load, your customers now get a clear message and a Try Again button, instead of being told they have no service history or no messages. A dropped signal no longer looks like an empty account. • If a message fails to send, they're told. Previously it looked like it had gone through. • Fixed the sign-in screen on smaller iPhones, where the back arrow could end up off-screen and the form could be cut off once the keyboard opened. DISPATCH Reassigning or rescheduling a job no longer appears to undo itself when a background refresh happens to land at the same moment. IPAD The job detail screen now uses the iPad's screen properly instead of stretching everything edge to edge, and job photos lay out in a real grid. SECURITY AND PRIVACY • Hardened how the app handles document links. • Removed permission declarations the app never actually used. It now asks for camera, photo library, location and Face ID — and nothing else. • Removed an internal developer screen that shouldn't have shipped. ALSO IN THIS RELEASE Smoother scrolling on the Clients and Customers lists, better contrast on primary buttons for readability in bright sunlight, and a proper in-app screen when a link points at a job or record that no longer exists — instead of a dead end you had to force-quit to escape. Thanks for the reports that led to several of these. Keep them coming. ### 1.0.2 — 2026-08-12 This update corrects how appointment times are displayed, makes booking and paying easier for your customers, and brings the app onto a newer, faster foundation. CORRECT APPOINTMENT TIMES, EVERYWHERE Job start and end times now always display in your company's time zone, so the time a technician sees in the field matches the time the office sees on the schedule. Previously these times followed each phone's own time zone setting, which meant a technician travelling between zones — or carrying a device set incorrectly — could read a different arrival time than the one the office had booked. Everyone now sees the same appointment. EASIER BOOKING FOR YOUR CUSTOMERS Requesting service from the customer portal now uses a standard calendar picker. Customers previously had to type the date by hand in a specific format and were shown a warning until they matched it. Choosing a day is now a single tap. PAY AN APPROVED INVOICE RIGHT AWAY When a customer approves an invoice in the portal, the secure payment link is now ready immediately, so "Pay Online" appears the moment it is needed. Customers who approved an invoice previously had to call in to pay it. CLEARER, CALMER SCREENS - Buttons that are not yet available — Send with an empty message, Save with no amount entered — now appear dimmed, so it is obvious when the app is waiting on you rather than the tap simply doing nothing. - An empty pipeline stage now offers "New Deal" directly, matching the way Tasks and Expenses already work. - Contacts created from an incoming text message no longer show the same phone number twice in the client list. - Equipment sales proposals now show their date, so two quotes for the same customer at the same price can be told apart at a glance. A FASTER, MORE SECURE FOUNDATION The app has been rebuilt on the latest release of its underlying platform. This brings performance and stability improvements throughout, keeps the app current with the newest iOS releases, and includes the latest security updates. Thank you for using VentoryCRM. If you run into anything that does not look right, please get in touch — feedback from the field is what shapes each release. ### 1.0.1 — 2026-08-09 NEW Request access without leaving the app No account yet? Tap "Request access" on the sign-in screen, tell us about your company, and we'll set up your workspace. Downloading the app and finding a locked door was a dead end — now it isn't. Invite your customers to the app Open any customer and tap "Invite to the App" to text it, email it, or share it however you already talk to them. The invite includes the exact email address they need to sign in with, so nobody sits waiting on a code that was never going to arrive, and it covers customers on Android or a computer too. Job addresses on the jobs list Every job now shows its street address, not just the city — so you can tell six calls across town apart without opening each one. It uses the address set for that specific visit, so a customer with more than one property still routes to the right door. Estimates and options as a PDF View the estimate, or the good/better/best options, as a PDF right inside the work order — and share it with the customer without leaving the app. Faster job photos Photos now upload together instead of one after another. A full set of before-and-afters finishes in a fraction of the time. FIXED Turning on Face ID / fingerprint app lock now takes effect straight away instead of waiting for a restart. Fixed a logo flash before the sign-in screen, and a Face ID prompt that appeared the moment after you had already signed in. Save and Next buttons could sit off the bottom of the screen on longer forms, and the keyboard could cover the field you were typing in. Both fixed. The customer sign-in screen now says what actually happens, including which email address a code can be sent to. ### 1.0 — 2026-08-06 No release notes. --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-19.*