Electical Software
Driving sales starts with being more efficient in the field and in the office
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Grow revenue and increase your average ticket
Book more estimates from the office with intelligent call tracking features, then win more jobs in the field with a powerful visual sales experience.
Connect your office to your techs with real-time data
Forget double entry, keep your team on the same page, and be more efficient with real-time updates between the field and the office.
Create an extraordinary customer experience
Send automated “meet-the-tech” bios and let customers see their tech driving to their house on a map to reduce anxiety and prepare for the call.
Call Booking
Book more appointments
Reveal high and under performing CSR’s by tracking call booking conversion rates.Listen to call recordings to discover CSR coaching opportunities.Identify returning customers automatically as they call in to deliver better service.
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Customer Experience
Create an Unforgettable Experience
Send automated text message and email reminders for upcoming appointments.Reduce customer anxiety about a stranger entering their home with “Meet the Tech” bios.Allow customers to prepare for the tech’s arrival with technician tracking.
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Dispatching
Intelligent and Simple Dispatching
Save time with an easy-to-use drag and drop scheduling and dispatching.Pair the right technician to the right type of job.Capacity planning gives CSRs real-time tech availability for different time blocks.
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Marketing
Generate More Leads
Generate custom, unique phone numbers to track where leads come from.Automatically identify the marketing campaign that generates each job.Uncover how much revenue is generated from each marketing campaign instantly.
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Financing
Seamless Integrated Financing
Offer financing options to customers without additional paperwork.Customers receive financing approval notice within thirty seconds.Financing provided by leading financial technology companies, GreenSky and TURNS.
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Hear From Other HVAC Owners
Thornton & Grooms
Increase in Revenue in one year
“We’ve seen an improvement in efficiency within every department of our company. We’ve been able to take more steps toward being paperless using BasiqCRM.”
Lee’s Air
Increase in Revenue in one year
“We grew 87% last year. The year before that I grew 60%. Those are real numbers. I couldn’t have grown 87% without BasiqCRM.”
Tiger’s Plumbing & Heating
Increase in Revenue in one year
"With BasiqCRM, we are able to measure our growth projections and know exactly where we're at and stay up to date. We'd be ages behind from where we are currently without BasiqCRM."