Field service software and CRM for home service companies
Answer every lead fast, then quote, schedule, dispatch and invoice from one place.
“Speed to lead is one of the biggest things in home service.”
An example leads board: each lead shows how long it has waited and who has it, and the newest lead is open with its owner and an estimate booked.
Leads, quotes, scheduling, dispatch and invoicing in one place
Leads, quotes, trucks, plans, invoices, the crew and the inbox.
- Dispatch by truck, on the map
An example day on the dispatch map: three trucks, each with its numbered stops joined by its road route, and a panel listing each truck's stops and drive time.
- Leads and speed to lead
New leads, each with how long it has waited and who has it, next to speed to lead and close rate by rep.
- Good, better, best quotes
A quote on the customer's phone with good, better and best options, the better one picked and signed.
- Shared office inbox
The office inbox: every conversation with the person it belongs to, with Assign and Mark done.
- Crew app
The crew's phone at a stop: the address, the gate code and the steps in order, with the checklist next.
- Invoices and service plans
An invoice marked paid by check, above a year-round service plan with its four visits.
Built for pressure washing and exterior cleaning companies
“Once you get to a few million in revenue, home service companies have several office staff, and it gets super confusing how the office team manages the inbox: who's answering what.”
Aaron Redler, Co-owner, Powerhouse Exterior Cleaning
Software for pressure washing, window cleaning, lawn care and more
Owner-run companies with crews and trucks.
Switch from your current software and bring your customers
Upload your current software's exports. We check them with you before anything is saved.
What comes across
- Customers and properties
- Your price list
- Past jobs and estimates
- Unpaid invoices
- Tags and lead sources
Field service software questions owners ask
Who is Birdy for?
Owner-run home service companies with crews and trucks: pressure washing and exterior cleaning, window cleaning, gutters, holiday lighting, roofing, lawn care and similar trades. It fits a company with one truck and one owner answering the phone, and one with several trucks, sales reps and an office team.
Does it help us answer new leads faster?
Yes. Every lead shows how long it has been waiting, and Reports shows your speed to lead and close rate by rep, so you can see who answers fast and what it is worth. A live speed-to-lead timer on the board is coming next.
Can several people in the office share one inbox?
Yes. Customer conversations sit in one shared inbox where anyone in the office can assign a thread to a teammate, see their own on the Mine tab, and mark a thread done. An unassigned queue, claiming and a guard against two people answering the same customer are coming.
Can I bring my customers over from the software I use now?
Yes. Export your customers, price list, past jobs, estimates and invoices as spreadsheet files (CSV or Excel) and the importer reads them, checks for duplicates and shows you every change before anything is saved. We can do it with you.
How much does Birdy cost?
One monthly price for your company, set when we open your account. We do not publish a price list yet. Create your account and we will give you a number before you commit to anything.
Is my company's data kept separate?
Yes. Every request names the company it is for, and our servers check that you belong to that company before anything is read or written. With no company, a request sees nothing. An automatic test walks every company screen with two companies to prove one cannot see the other.
See it on your own customers
We set it up with you, with your customers and price list.