Run Residential, Home Warranty, and Property Management jobs - all in one place

Field-service CRM for service field teams: jobs, parts & CORE tracking,
two-way SMS (with your business number), true off-line mode

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Why RostrumCRM

Grow revenue, not paperwork.

Stop juggling apps. RostrumCRM keeps the whole job in one place—customer history, visits, parts, photos, messages, statuses.

Job-centric CRM, built for real numbers
— One job, one timeline. Every visit, note, photo, part, message, estimate, and invoice stays in a single job thread. That means clean workflows, full history, and accurate lead attribution from Yelp, Google, insurance, and more. No fake “new jobs” per visit, no inflated stats—just real data you can trust.
Parts & CORE tracking
— Ordered → Received → Installed → Needs to Return → Returned. Tie CORE refunds to jobs so money doesn’t get lost in spreadsheets.
Off-line mode
— Notes, creation and signing of estimates, photos, statuses all save offline. Sync when connected.
Two-way SMS
— Connect your own business phone number and send notifications from a single, recognizable number. Unlike other CRMs that use random system numbers, your clients always know who’s texting — whether it’s dispatch updates or technician en-route messages.
Customer Portal
— Keep customers in the loop; they can see status, ETAs, upload photos, add appointments to their calendar and even save your business number as a branded vCard — complete with your company logo. No more “where is my tech?” calls.

Our key benefits

Workflow built around the job, not the estimate

Smart Dispatch & Scheduling

Assign jobs in one click, see tech workloads at a glance, and route with one tap to your Tesla app. (Yes—open the route directly in Tesla.)
01
Parts, Inventory & CORE tracking

In-app warehouse. Track ordered items, ETAs, received, installed, returns, and CORE refunds. Daily parts list for each tech.
02
Two-Way SMS + Templates

Text customers from a business line or your own number. One conversation thread in the job. Templates: appointment booked, tech en route, parts ordered, review request, save us to contacts. Share a secure Customer Portal link. They can track job status and appointment time, upload photos/documents, and skip the “where is my tech/parts?” calls.
03
Estimates & Invoices (Available Offline)

Create estimates with an offline price book. Sign estimates offline, turn them into an invoice in one tap, and send via SMS or email. Multi-option proposals show all options in one message—no confusion.
04
Create an Estimate with AI

Describe the job in a few words, and our AI assistant will generate a clear, professional estimate for you—fast and hassle-free.
05
Taxes & Mileage

Sales tax calculation (collected/paid), annual summary, parts costs/fees tracking, and mileage logs for write-offs—no extra hardware required.
05
Customer Portal

Clients see job status, appointment window, invoices, and documents; can upload photos/videos. Separate “vent” link for unhappy clients and a review link for happy ones (protect your ratings). 06