CRM and Customer Portal: Stop Managing Relationships With Spreadsheets
Contractor businesses run on long-term client relationships. A building owner you’ve serviced for fifteen years has a history with your company that lives in multiple systems — or worse, in someone’s head. When that person leaves, the relationship gets fragile.
Total Service CRM gives that relationship a permanent, accessible home.
What the CRM Tracks
- Full customer and site records: Contact hierarchy, billing preferences, site access requirements
- Equipment and asset inventory: Every unit you service, with installation date, service history, and warranty status
- Contract and maintenance agreement history: Terms, renewal dates, billing schedules, SLA commitments
- Communication history: Every work order, service call, and customer interaction in one timeline
- Open proposals and sales pipeline: Track pending contracts, renewal opportunities, and equipment upgrade proposals
The Customer Portal
The Total Service customer portal gives your clients what they want most: visibility without having to call you.
- Through the portal, building owners, property managers, and facilities teams can:
- View open and completed work orders
- Access inspection reports and compliance documentation
- Review invoices and payment history
- Submit service requests directly
For elevator and HVAC contractors serving commercial real estate clients, the portal is a competitive differentiator. Your customers expect digital transparency — and the contractors who provide it win renewals.
CRM That Works With Your Operations, Not Separately
Most contractors who use standalone CRM tools such as Salesforce, HubSpot, or similar, end up with a customer record that’s disconnected from their actual operations. The CRM knows about the proposal; the service system knows about the work; nobody knows both at once.
In Total Service, CRM and operations share the same data. When a proposal becomes a contract, it flows into scheduling automatically. When a service call reveals a renewal opportunity, it’s visible in the CRM without any manual sync.
See the CRM and Portal in Action
Request a demo and walk through how Total Service manages a full customer lifecycle from first contract to tenth renewal.