CLOSR. Client management software for home service businesses across the United States.
Client management software for home service businesses across the United States.
One platform for the whole client relationship
CLOSR is an all in one client management platform built for home service businesses like roofing, HVAC, and other service contractors. Customer records, communications, scheduling, pipelines, estimates, invoices, payments, documents, service history, and tasks all live in one place, so your team stops jumping between tools and starts working from a single source of truth. Optional AI employee automation helps capture new leads and improve follow up, so opportunities do not fall through the cracks.
- Every customer record, communication, and job in one profile
- Estimates, invoices, and payments without leaving the platform
- Optional AI automation to capture leads and follow up
Run the whole client relationship from one platform
From first lead to paid invoice, CLOSR keeps your customers, communications, and daily work connected.
Customer Management
Keep every customer record, contact detail, and full service history organized in one connected profile.
Communications
Handle calls, texts, and emails with each customer from a single connected inbox tied to their record.
Scheduling
Book jobs and appointments and keep your whole team working from the same shared calendar.
Pipelines
Track every lead and job through clear stages so you always know what needs attention next.
Estimates and Invoices
Build estimates and send invoices without ever leaving the platform or losing the paper trail.
Payments
Collect payments and keep billing tied directly to the right customer and the right job.
Documents and History
Store contracts, photos, and job documents alongside the customer and service history they belong to.
Tasks and AI Automation
Assign tasks, see what is overdue and coming up, and let optional AI automation capture leads and follow up.
Made for the trades that run on client work
Frequently asked
What is CLOSR?
CLOSR is an all in one client management platform built specifically for home service businesses like roofing, HVAC, and other service contractors. It brings customer relationships, communications, and daily operations together in one place.
Who is CLOSR built for?
CLOSR is made for home service businesses and service contractors, including roofing and HVAC companies, that want to manage their clients and jobs from a single connected platform.
What can I manage inside CLOSR?
You can manage customer relationships, communications, scheduling, pipelines, estimates, invoices, payments, documents, service history, and tasks, all from one centralized platform.
Does CLOSR include automation?
Yes. CLOSR offers optional AI employee automation that helps capture new leads and improve follow up, so your team can stay on top of every opportunity.
How do I get started with CLOSR?
Request a demo through the form on this site or email our team, and we will walk you through how CLOSR fits your home service business.
See CLOSR with your business in mind
Request a demo and we will walk you through how CLOSR manages your customers, scheduling, and follow up. Prefer email or a call? Reach us directly.