CLOSR

CLOSR features for home service businesses: customer management, scheduling, estimates, invoices, payments, and AI automation.

Features

Everything your team needs, in one platform

CLOSR brings customer relationships, communications, scheduling, and billing together so home service teams can work from a single source of truth.

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.

CLOSR task manager on a phone showing jobs grouped into overdue, today, this week, and upcoming
Tasks and scheduling

Know what is overdue, due today, and coming up

Assign tasks to the right person, set due dates, and keep the whole team on the same calendar. CLOSR groups your work so nothing slips, from the estimate you owe today to the job scheduled next week.

CLOSR customer record on a phone showing a contact profile with tasks, appointments, and opportunities
Customer records

Every detail about a client in one profile

Open a customer and see their contact details, tasks, appointments, and opportunities in one view. Communications, documents, and service history stay attached to the record, so anyone on your team can pick up right where the last conversation left off.

Who it is for

Built for home service teams

Roofing
HVAC
Plumbing
Electrical
General Contracting
Home Services

Ready to see CLOSR in action?

Request a demo and we will show you how CLOSR fits your business.

Request a Demo