CRM software built for HVAC, plumbing, electrical, and lawn care
Generic CRMs track deals. Trade businesses track properties, equipment, and years of service history. Mittro's CRM keeps everything about a customer in one place - contact info, past jobs, the furnace model in the basement, the gate code, the photos from last visit - and puts it on screen the moment they call.
The whole relationship in one record
A Mittro customer record holds contact info, complete service history, equipment and assets, property details, notes, documents, and photos. When a customer calls about the AC you installed three summers ago, the model, the past visits, and the tech's notes are right there - nobody is digging through filing cabinets or old emails.
That context follows the work everywhere: dispatchers see it on the scheduling board, techs see it in the mobile app before they knock on the door.
Caller ID opens the record for you
Because Mittro includes a built-in phone system, inbound calls trigger an instant lookup against your customer database. Existing customers pop up with full history, equipment, and open invoices before you answer. New callers become new records without retyping anything.
Platforms like Jobber have no native phone service, so their CRM only knows what someone remembered to type in after the call. In Mittro, the phone and the CRM are the same system - calls, texts, and AI-answered appointments all land on the record automatically.
A lead pipeline that feeds the schedule
Not every caller books on the spot. Mittro includes a simple lead pipeline to track prospects from first contact through conversion, so quoted-but-not-booked work stops falling through the cracks. Pair it with estimates and an approved quote converts straight into a scheduled job.
It is a CRM sized for a service company - enough pipeline to close work, none of the enterprise sales-ops baggage.
Find anyone in seconds
Search is fast and forgiving: a partial name, a street, a phone number fragment - the record is on screen before the caller finishes their sentence. Fast customer and job search is core infrastructure in Mittro, not an afterthought.
For lawn care and other route-based businesses, property-level details matter as much as the person paying the bill; see how Mittro handles lawn care companies and their recurring visits.