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TrueTask CRM: the perfect CRM for contractors and growing service businesses

Keep your customers, calls, appointments, quotes, and payments in one place. Built for growing teams, with no extra charge for adding employees.

TrueTask CRM is made for contractors, roofers, HVAC companies, plumbers, electricians, landscapers, tree service companies, remodelers, restoration companies, cleaning companies, general contractors, home service businesses, and professional services.

Unlimited employee seats: your team grows, your per-seat software bill doesn’t.

From the first call to the final invoice

Follow one job through TrueTask CRM.

  1. New enquiry. The next job starts somewhere. Maybe it’s a call, maybe it’s your website. Either way, don’t let it disappear into somebody’s inbox.
  2. Conversation. Calls, messages, and customer details belong together, not spread across five phones. Phone and text usage is billed separately.
  3. Opportunity. Know exactly where every job stands: new lead, contacted, quote sent, won. See what’s moving and what’s stuck.
  4. Scheduling. Keep appointments visible and give your team a clear picture of what’s coming next.
  5. Invoice. Keep quotes, invoices, and payments connected to the customer. Payment processing fees are set by the payment provider.
  6. Full picture. Leads, conversations, the calendar, and money owed. One screen, one team, one system.

Unlimited employee seats on every plan

Your next hire shouldn’t cost you another software seat. Bring the office, sales team, and crew into the same system. Unlimited employee seats are included in Core, Growth, and Scale, with no fee per added employee.

Everything your customer work needs, together

Sales pipeline

Every lead sits in a stage. Move it forward when things change, and the totals update as you go. Advanced pipeline customization is part of Growth and Scale.

Customer inbox

Calls, texts, emails, and web forms land on the customer’s record, so anyone on the team can pick up where the last person left off. Missed-call text-back setup is part of Growth and Scale. Phone and text usage is billed separately.

Calendars

Appointments live on a shared calendar, tied to the customer. Custom-branded booking pages are part of Growth and Scale.

Quotes and payments

Build the quote, add options, and turn it into an invoice. It all stays linked to the job. Payment processing fees are set by the payment provider.

Reviews

Send a review request when the work wraps up, and keep track of who you’ve asked. Review management and requests are part of Growth and Scale.

Social planner

Draft, schedule, and see your posts on a calendar. Part of Growth and Scale; works with connected social accounts.

Made for the way you work

Same CRM, set up around your business.

  • General contracting: keep bids, walkthroughs, and signed work in one view.
  • Roofing: track every enquiry from the first call to the final quote.
  • HVAC: keep service enquiries, appointments, and customer history together.
  • Plumbing: answer fast, book the visit, and keep the history with the customer.
  • Landscaping: keep up with new estimates, returning customers, and upcoming work.
  • Restoration: move fast on new losses and keep every conversation on the record.
  • Professional services: keep consultations, proposals, and customer communication organized.

TrueTask CRM pricing

Simple monthly plans with unlimited seats on every one. Every plan has the core CRM and room for your whole team.

Core: $397 per month

Everything in one place. Keep customers, conversations, appointments, and payments organized.

  • Unlimited employee seats
  • Contacts, sales pipelines, and one shared inbox
  • Calendars and appointment scheduling
  • Customer forms and surveys
  • Estimates, invoices, and payments
  • Basic reporting
  • Basic setup, import help, and setup guides
  • Standard support

Growth: $597 per month (best value)

More than a place to store leads. Get the tools and hands-on setup to follow up faster, stay visible, and keep growing. Everything in Core, plus:

  • Done-for-you CRM setup
  • Assisted data import and live team training
  • Mobile CRM package
  • Missed-call text-back setup
  • Website lead capture setup
  • Review requests and management
  • Custom-branded booking pages
  • Advanced pipeline customization
  • Enhanced performance dashboards
  • Social media planner
  • Enhanced support

Scale: $1,997 per month

Your CRM. Our ongoing attention. Advanced setup, complex connections, priority help, and regular improvements. Everything in Growth, plus:

  • Advanced CRM setup and managed data import
  • Multi-pipeline configuration
  • Advanced connections to your other tools
  • Custom CRM workflow work, scoped up front
  • A dedicated account contact
  • Monthly optimization meetings
  • Personalized team onboarding
  • Priority support

Prices are per month. Phone, text messaging, payment processing, and some other services can carry separate usage or provider fees. Custom software outside your plan is quoted separately.

Why TrueTask

Good software is only useful when it’s set up right. Your business already has a way of working, and TrueTask Digital helps get your CRM working with it.

  1. Get organized. Bring customer details, opportunities, appointments, and communication into one place.
  2. Make it yours. Configure your pipeline, forms, calendars, and available features for the way your business operates.
  3. Keep improving. With the right plan, get more hands-on help as your business grows.

Need something the CRM doesn’t do? TrueTask Digital also builds custom tools and software. Those are separate projects, scoped and priced on their own, and aren’t included in Core or Growth. Scale includes scoped custom CRM workflow work.

TrueTask Digital, Lancaster County, Pennsylvania.

TrueTask CRM questions

Can I really add unlimited employees?

Yes. TrueTask CRM plans don’t charge a per-employee seat fee. Bring in your office, sales team, and crew. Setup and training on each plan have their own defined scope.

Is TrueTask CRM just for contractors?

No. It works especially well for contractors and growing service businesses, but the customer tools can be set up for many kinds of businesses.

Do I need to be good with technology?

No. Everyday use doesn’t take special skills. How much setup and training help you get depends on your plan.

Can I use it on my phone?

Growth and Scale include our supported mobile CRM package. We’ll confirm which app you’ll use, and any limits, during setup.

Can I import my existing customers?

Yes. Supported customer records can be imported. How much help you get preparing, cleaning, and importing your data depends on your plan: basic on Core, assisted on Growth, managed on Scale.

Does TrueTask CRM replace Jobber or other job-management software?

It can pull a lot of your customer work into one place. It isn’t sold as a full replacement for every field-service tool. If you depend on advanced dispatch, route planning, or detailed job costing, review those needs with us before you switch.

Are calls, texts, and payment processing included in the monthly price?

The tools are there. Phone, text messaging, payment processing, and some other services can carry separate usage or provider fees.

Can I upgrade later?

Yes. Contact us and we’ll help you change plans.

How do I get started?

Choose a plan or request a demo. We’ll help set up the next steps for your plan. Questions: bd@truetaskdigital.com.

Your business is growing. Your systems should keep up.

Keep your team connected, your customers organized, and your next opportunity in sight. One place for your customer work, with unlimited employee seats.

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