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CRM for Businesses Across Industries

CRM and Job Management Software for Field Service Businesses

Run your business like a pro.

Manage your service business from one place, from the first customer enquiry to the finished job, the invoice and the review request. No spreadsheets, no scattered messages.

Try VeriCo free for 15 days

What is VeriCo?

VeriCo is CRM software for service businesses with mobile teams, field staff or several locations. It brings leads, proposals, job scheduling, invoicing, staff, inventory, payments and customer follow up into one place.

It connects the work done in the office with the work done in the field, so you and your team always know which jobs are open, who is doing them and which materials are being used.

Software built for service businesses like yours

VeriCo is designed for businesses that coordinate customers, jobs, staff and materials, including:

  • Cleaning
  • Plumbing
  • Electrical
  • HVAC and air conditioning
  • Window and glass tinting
  • PPF and automotive detailing
  • Landscaping and gardening
  • Other trades and service teams

Everything you need to run a field service business

Job management

Create, assign and track every job from the first enquiry to completion. Record notes and status updates, use the job timer, and document the work with before and after photos.

Lead capture and quote requests

Receive requests through a branded form that you can embed on your own website. New leads arrive in your admin dashboard with a notification, and you can turn them into jobs with the customer details already filled in.

Good, Better, Best proposals

Send three tier proposals through a branded link. Customers review and approve them without creating an account, and an approved proposal becomes a job.

Invoicing and QuickBooks sync

Create invoices linked to each job, with automatic numbering, taxes and your branding, and email them to your customers. Connect QuickBooks Online to sync your invoices.

Customer reviews

Send an automatic review request when a job is completed. Highlight your best reviews and show them on your website with a widget.

Scheduling and reminders

Schedule jobs and appointments around your business hours. Send automatic email reminders before each appointment.

Staff, schedules and timesheets

Manage users and permissions by role. Your team clocks in, clocks out and logs breaks from the app, and you review timesheets and weekly summaries.

Inventory and materials

Track stock by location, vehicle or workshop. Record material use for each job and receive material requests from your field team.

Payments and reports

Record payments in cash, by card or by invoice. Filter income by staff member, period and location, and export daily payment reports as PDF.

Tags and customer segmentation

Organise customers and leads by service type, campaign source or lead quality.

Review the available options on the VeriCo pricing page.

How VeriCo works, step by step

  1. Capture

    A customer sends a request from your website, or your team logs an enquiry.

  2. Follow up

    The lead appears in your dashboard so you can contact and classify it.

  3. Propose

    Send a three tier proposal through a link.

  4. Book and assign

    Once approved, it becomes a job and you assign staff and a time.

  5. Do the work

    Your team sees their jobs, tracks time and uploads photos from their device.

  6. Invoice

    Create and send the invoice to your customer.

  7. Follow up with the customer

    Request a review once the job is complete.

Tools for administrators and for your field team

For administrators

An operations dashboard with jobs, leads, staff, inventory and payments, plus proposals, invoices, reviews, scheduling, permissions and company settings.

For field staff

A personal dashboard with assigned jobs, timer, photo uploads, time tracking, inventory lookup, material requests and upcoming appointments.

Try VeriCo free for 15 days

Replace spreadsheets, paper records and scattered chats with one platform. Create your account with your email, company name and location, then invite your team from the dashboard.

Try VeriCo free for 15 days

Questions? Contact the VeriCo team.

Frequently asked questions

What is VeriCo?

VeriCo is a CRM and management platform for service businesses with field teams. It brings leads, proposals, jobs, invoices, staff and inventory together in one place.

What types of business can use VeriCo?

Service businesses such as cleaning, plumbing, electrical, HVAC, window tinting, automotive detailing, landscaping and other trades that coordinate mobile staff and materials.

Can my team use VeriCo from a mobile device?

Yes. Staff can view their jobs, track time and hours, and upload photos from their device.

Can I send quotes and proposals to my customers?

Yes. You send a three tier proposal through a branded link, and the customer approves it without creating an account.

Does VeriCo connect with QuickBooks?

Yes. When you connect your QuickBooks Online account, your invoices sync.

How do I collect customer reviews?

VeriCo sends an automatic request when a job is completed. The customer leaves 1 to 5 stars and an optional comment through a private link, with no login needed.

Is there a free trial?

Yes, you can try VeriCo free for 15 days.

VeriCo

Contact

Share your contact details and message with the VeriCo team.