CRM & Automation

Every Lead. Every Customer. Every Interaction.

Your CRM doesn't get clogged with every little service call. RigAI helps you get each customer to the finish line — step by step with checklists and recommended actions. 95 automations running from day one.

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ServiceRig CRM Pipeline — visual kanban board with lead stages and deal tracking

Leads fall through the cracks. Your CRM is a spreadsheet — or worse, it's in your head. Nobody knows who talked to Mrs. Johnson last. The follow-up that was supposed to happen Tuesday? It's Friday.

ServiceRig's CRM was built for how contractors actually work. Every lead flows in, gets tracked, and gets followed up on — automatically. Your team sees every interaction in one place. 95 automations handle the busywork so you can focus on closing.

How It Works

From first call to repeat customer — nothing gets dropped.

01

CRM Pipeline

Leads flow in, get tracked, get followed up on — automatically. Auto-stage moves, follow-up triggers, and suggested actions per stage. Never lose track of a lead again.

ServiceRig CRM Kanban — pipeline view with lead cards and stage tracking
02

Customer Interaction Log

Every call, text, email, job, and note — all in one place. Every person on your team is on the same page with every customer. No more "did anyone call them back?"

ServiceRig CRM Contacts — customer interaction timeline and history
03

Automated Communication

Your techs get a dozen pre-formed 1-touch SMS messages — plus a dozen custom ones you create. Appointment confirmations at 3 days, 1 day, and 1 hour before. Automated email and SMS workflows built in. Cut no-shows. Cut missed calls. Cut the chaos.

ServiceRig CRM Automation — workflow builder for follow-ups and drip sequences
04

Custom Service Agreements

Build recurring service agreements with a drag-and-drop builder. Friends & Family plans for each trade are pre-built with unique services — ready to sell and fully editable. Turn one-time customers into recurring revenue.

ServiceRig Service Agreement — digital contract with e-signature capture

95 Automations. Zero Configuration Required.

Appointment Confirmations

Automatic SMS and email confirmations at 3 days, 1 day, and 1 hour before every appointment. Reduce no-shows by up to 40% without lifting a finger.

Review Requests

3-wave automated review requests after payment — each written in different natural language. Tech checks "Request Review" — you don't check it if you flooded their house.

Follow-Up Triggers

Stale leads get automatic follow-up sequences. Completed jobs trigger satisfaction checks. Estimates that haven't been accepted get gentle reminders. All customizable.

RigShotz + Google Business Profile

Techs take jobsite photos and flag the best ones for your Google Business Profile. AI captions trained in YOUR writing style — not 100 hashtags and emojis. Professional presence on autopilot.

Built for 11 Home Service Trades

Plumbing HVAC Electrical Roofing Landscaping Pest Control Painting Cleaning Handyman General Contracting Pool & Spa

The Honest Comparison

CRM Comparison

Feature ServiceRig ServiceTitan Housecall Pro
Visual CRM Pipeline Limited
Lead Automation (95 rules) Limited Limited
Call Lists & Dialer Add-on $$
Service Agreements (E-sign) Add-on $$ Limited
CRM Included at $0
Bulk SMS Campaigns Add-on $$ Limited
DNC List Management

ServiceRig Free Forever plan. ServiceTitan pricing from ~$400/mo/tech. Housecall Pro from ~$180/mo.

Start Free — CRM and 95 Automations Included

Full CRM pipeline, all automations, and RigAI coaching — on every plan.