CasperPortalWho it's for · Home services & trades
CRM for Home Service Businesses
A CRM for home service businesses helps plumbers, electricians, cleaners and other in-home pros answer every lead, book the job and get paid. CasperPortal texts back missed calls, lets customers book online, sends reminders and invoices with a pay link, and asks for a Google review when the work is done.
What slows home service businesses down
You can't answer while you're working
Most calls come in while you're under a sink or in a panel. Callers who reach voicemail often move on to the next listing.
Scheduling by phone tag
Going back and forth to find a time wastes your evenings and loses customers who want an answer now.
Few reviews despite good work
Happy customers rarely leave a review unless you ask at the right moment, and asking by hand is easy to forget.
A CasperPortal workflow for home service businesses
A customer calls while you're on another job
CasperPortal texts them back with a link to book a time
They pick a slot and get an automatic reminder before the visit
When the job is done you send an invoice with a pay-by-text link
A review request goes out with a direct link to your Google profile
Features home service businesses use most
Missed Call Text Back
An automatic text to every caller you miss, so they hear from you before they call someone else.
Appointment Booking
Online booking with Google and Outlook sync, automatic reminders and deposits at booking.
Text To Pay
Send a payment link by text so customers can pay from their phone without a call or a check.
Reputation Management
Automatic review requests after each job, plus alerts so you can answer new reviews quickly.
Home Service Businesses FAQ
Which home service businesses use CasperPortal?
Any business that works in customers' homes, such as plumbers, electricians, cleaners, handymen, painters and pest control companies. The setup is the same: answer every lead, book, invoice and ask for a review.
Can customers book a job online?
Yes. You can share a booking link by text, on your website or in your Google profile, and customers get automatic reminders before the visit.
Can I get paid by text?
Yes. You can send an invoice or a text-to-pay link so the customer pays from their phone when the job is done.
How do review requests work?
When you mark a job complete, CasperPortal can send a text and email asking the customer to leave a review, with a direct link to your Google profile.