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 will put it on screen the moment they call once your phone line is activated.
The whole relationship in one record
A Mittro customer record holds contacts, properties with access notes and gate codes (encrypted), equipment and assets, notes, tags, and a timeline of jobs, estimates, and invoices, with files attached to the job, customer, property, or piece of equipment they belong to. 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 from the schedule, and techs see the customer and the job notes in the mobile app before they knock on the door.
Caller ID will open the record for you
Mittro's built-in phone system is being activated for founding partners first and is not live yet. Once your line is on, inbound calls will trigger a lookup against your customer database, so an existing customer's history, equipment, and open invoices are on screen before you answer, and a new caller can become a new record 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, so calls, texts, and AI-answered calls will land on the record automatically.
Quotes that turn into work
Not every caller books on the spot. Every customer carries where they came from - a call, a referral, the web - and every estimate carries its status, so quoted-but-not-booked work is visible instead of forgotten. An approved estimate converts into a job in the unscheduled queue with one click.
A dedicated lead pipeline is on the roadmap. Today the CRM is sized for a service company: customers, properties, equipment, and the work, without the enterprise sales-ops baggage.
Find anyone in seconds
Search is fast and forgiving: a partial name, a street, a phone number fragment. Fast customer 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.