Powerful features for modern service businesses
From scheduling your first job to analyzing your annual revenue, Kinetix CRM gives you the tools to run and grow your business.
Scheduling & Dispatch
Manage your team and jobs with ease
Visually schedule jobs with an intuitive calendar interface. Easily reschedule by dragging jobs to new time slots.
Automatically optimize routes to reduce drive time and fuel costs. Get more jobs done each day.
Set up weekly, bi-weekly, or monthly recurring services. Never miss a regular customer again.
Your team gets job details, customer info, and navigation right on their phones.
Customer Management
Build lasting relationships with your customers
Store contact info, service history, preferences, and notes all in one place.
Manage multiple service locations per customer with individual access notes and requirements.
Attach before/after photos to customer accounts. Build a visual history of your work.
Text customers directly from their profile. Keep all communication in one thread.
Billing & Payments
Get paid faster with streamlined invoicing
Create professional invoices in seconds. Auto-populate services and pricing.
Accept credit cards and ACH payments. Customers pay with one click.
Automated email and SMS reminders for overdue invoices.
Set up automatic billing for regular services. Get paid on time, every time.
Business Intelligence
Make data-driven decisions
Track daily, weekly, and monthly revenue. See which services are most profitable.
Monitor job completion rates, customer ratings, and technician productivity.
See how long jobs take. Identify opportunities to improve efficiency.
Generate reports for payroll, taxes, and business planning.
All plans include
Every Kinetix CRM plan comes with these essential features
Ready to see these features in action?
Start your free 14-day trial today. No credit card required.