Showroom quotes
Quotes built from your unit, insert, venting and finishing catalog, with options the customer can approve online.
CRM for fireplace contractors
A CRM for fireplace, hearth and chimney contractors
A fireplace business is three businesses in one: a showroom that sells units, an install crew that works like a contractor, and a service team that sweeps and inspects every season. Generic CRMs handle one of them. We build a system that handles all three around the same customer and the same address.
Scope
What a fireplace & chimney CRM can include
Sales, installs and recurring service tied to one property record.
Site surveys
Measurements, flue and venting details, photos and clearances captured on a tablet and attached to the property.
Install projects
Unit ordering, delivery dates, crew scheduling, permit numbers and municipal inspection dates per job.
Sweeps & inspections
Annual sweep and inspection reminders, inspection checklists and photo reports the customer receives by email.
Property history
Every unit installed, every inspection and every repair at an address — useful when a home changes owners.
Seasonal capacity
A schedule that shows crew capacity before the autumn rush, so the office stops overbooking October.
In detail
Why fireplace and chimney companies struggle with generic software
Most field service tools assume a short service call: show up, fix, invoice. Most sales CRMs assume a deal that closes and is done. A hearth business has both, linked: a customer buys a gas insert in the showroom, the crew installs it after a site survey and a permit, the municipality inspects it, and then the same customer should hear from you every year for a sweep or a service. When those stages live in different tools — a quoting spreadsheet, a calendar, a paper inspection form and QuickBooks — the annual service revenue is the part that quietly gets lost.
The workflow we model
- Lead and showroom visit. Web form, phone or walk-in becomes a customer and a property.
- Quote. Built from your product catalog — units, inserts, liners, venting, surrounds, labor — with good/better/best options.
- Site survey. The technician records chimney and flue condition, measurements and photos on a tablet; the quote is adjusted if needed.
- Install project. Deposit, unit order and expected delivery, crew dates, permit and inspection tracked on the job.
- Handover. Serial numbers, warranty dates and manuals stored on the property record.
- Recurring service. Sweep and inspection reminders generated automatically before the season, with online booking.
Inspection reports customers actually read
Chimney inspections produce photos and findings that justify repair work. We build inspection checklists that match the way your technicians inspect, generate a clean PDF or web report with photos, and turn recommended repairs into a quote with one click. Your inspection checklists stay yours; we do not invent compliance content — your team defines the items and wording that match the standards you work to.
Integrations
QuickBooks Online for customers, deposits and invoices (QuickBooks integration); Google Calendar for crews; SMS reminders through Twilio; card payments; and calls attached to the customer via RingCentral or Twilio. If your distributor offers an ordering API or a price file, we can import it into the catalog.
Is custom the right choice for a hearth business?
Not always. A small sweep-only company is usually well served by a general field service app. A custom CRM makes sense when you sell and install units, run several crews, and want the service relationship to continue for years after the sale. If you are comparing options, read the field service CRM features checklist and what drives the cost of a custom CRM. Related: custom field service CRM.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all case studies →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Engagement
How we work together
After a short call and a 1–2 week discovery you receive a written specification and a milestone schedule — before any build starts.
NDA before the first call, US and EU contracts, and the code, accounts and data belong to you from the first commit. How we work →
Get a quote- Fixed scope
- Scope and launch date fixed in writing after discovery. Best for a defined system or MVP.
- Dedicated team
- Senior engineers embedded in your product, working in your tools and rituals. Best for long-running products.
- Time & materials
- Flexible scope with weekly reporting. Best for evolving requirements and support.
FAQ
Questions we are asked most
Can the CRM remind customers about annual chimney sweeps?
Yes. Each property can carry a service plan or a last-service date, and the system sends email or SMS reminders and booking links ahead of the season.
Can technicians fill out inspection reports on a tablet?
Yes. Checklists, photos and findings are captured on site, attached to the property and sent to the customer as a report, with recommended repairs turned into a quote.
Can it track permits and municipal inspections for installs?
Yes. Permit numbers, submission dates and inspection results are fields on the install job, with reminders for anything pending.
Can we load our product catalog for quotes?
Yes. Units, inserts, liners, venting parts and labor items can be imported from a spreadsheet or a distributor price file and kept up to date.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, documents and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat subscription and no lock-in.
Contact
Talk to the people who will build it
Describe what you need in two minutes. We reply within one business day and send a written scope and timeline after a short call.
Other services
Custom software development
Custom CRM development
Custom database development
Business automation
AI integration & automation
Web app development
Mobile app development
Website development
Landing page development
Industries
Construction & contractors
HVAC & plumbing
Roofing
Landscaping & lawn care
Cleaning companies
QuickBooks integration
RingCentral & Twilio integration
ServiceTitan & Jobber alternative
Real estate investors
Insurance agencies
Field service CRM
Glass & glazing
Title & escrow
Company
Guides
ServiceTitan vs custom field service software: an honest comparison
Custom CRM vs Salesforce for small business
How to choose a software development company: a checklist
Best custom software development companies for small and mid-size businesses in 2026
How much does a custom CRM cost in 2026? What really drives the price
Field service CRM vs ServiceTitan: how to calculate the real total cost
Custom database vs spreadsheets for small business: when it is time to switch
Field service CRM features: a practical checklist for 2026
How to choose a CRM for title and escrow companies in 2026
Glass shop software and glazing CRM: a buyer’s guide for glass contractors
Custom software development for mid-size businesses: how to choose the right company
Jobber vs a custom CRM: when a service business should build its own
Best custom software development platforms in 2026: low-code vs a custom build