GuardenerAI for home services is a CRM, marketing and invoicing system for residential trades. It keeps each household, its address, its jobs and its invoices on one record, starts from the Field Services template with a ready-made Work Orders object, and brings customers back with email and SMS reminders. It is for owner-run and growing trade businesses that live on repeat work and referrals.
The phone rings, someone writes the job on a pad, the invoice goes out days later and the customer is never heard from again until something breaks. GuardenerAI turns every call into a customer you can bring back: the job, the visit, the bill and the next service reminder, in one place.
The Field Services template adds a Work Orders object with service type, status, priority, scheduled and completed dates, technician, service address and quoted amount. Each job links to the household that booked it.
Add the customers due a seasonal service to a static segment, and a marketing journey sends the reminder by email or SMS with a booking link, so they pick a time without a phone call.
Raise the invoice to the customer from the same system, and, on the Max plan, send a Stripe card payment link once accounting is switched on for your workspace.
Duplicate rules match on a normalised phone number, so the same customer calling from the same mobile is flagged instead of entered twice.
Start from the Field Services starter template in Settings, then adjust anything. Everything a template adds stays editable.
One record per job, from the first call to the completed visit.
The homeowner or tenant you deal with, with every job and email on their record.
The template adds field task types and outcomes, plus Open field work and Urgent dispatch views.
Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.
Customer records sit in your own isolated, encrypted space with an audit trail of every change, and roles decide who in the team can see and edit what.
Read the security details →Start free in an afternoon, or have us walk you through it with data that looks like yours.
Also built for field services, construction and contractors and property management. See every industry.
Tell us about your team and what you want to see, and we'll reply by email to set a time.
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