Question 1

What is BusyBuddy CRM?

Accepted Answer

BusyBuddy CRM is customer relationship management and job management software for small service businesses and home service contractors. It combines leads, customers, estimates, contracts, scheduling, invoicing, and online payments in one platform.

Question 2

What is a CRM?

Accepted Answer

CRM stands for customer relationship management. A CRM is software that stores customer information, tracks every interaction, and helps your team follow up consistently so fewer opportunities are missed.

Question 3

Why do contractors need a CRM?

Accepted Answer

Contractors lose revenue when leads are forgotten, follow-ups are missed, or customer information is scattered across spreadsheets and text messages. A CRM centralizes that information and adds the workflow tools needed to consistently close more jobs.

Question 4

How much does contractor CRM software cost?

Accepted Answer

Contractor CRM pricing varies widely. BusyBuddy offers early-adopter pricing of $29/month for 12 months including unlimited users — significantly cheaper than enterprise CRMs that charge per seat.

Question 5

Who is BusyBuddy designed for?

Accepted Answer

Painting contractors, landscapers, pressure washers, HVAC contractors, electricians, plumbers, cleaners, handymen, junk removal companies, and other home service businesses.

Question 6

Is BusyBuddy a CRM or job management software?

Accepted Answer

Both. BusyBuddy combines CRM and job management so you can take a customer from first lead to final paid invoice in one system.

Question 7

What makes BusyBuddy different from enterprise CRMs?

Accepted Answer

BusyBuddy is purpose-built for service businesses, includes every workflow needed to run jobs (not just sales), and is priced for small businesses with unlimited users instead of per-seat fees.

Question 8

Does BusyBuddy work on mobile?

Accepted Answer

Yes. BusyBuddy is mobile-first and works on any phone, tablet, or computer with no app install required.

Question 9

Can BusyBuddy replace multiple software subscriptions?

Accepted Answer

Yes. Most BusyBuddy customers use it to replace separate tools for CRM, estimating, scheduling, contracts, invoicing, and customer communication.

Question 10

Can a solo operator use BusyBuddy?

Accepted Answer

Yes. BusyBuddy works for solo operators and scales as you add crew members. Unlimited users are included on every plan.

Question 11

Does BusyBuddy track leads?

Accepted Answer

Yes. Leads flow in from web forms, Google Lead Forms, Angi, and phone calls into a single inbox with owner assignment and follow-up reminders.

Question 12

Can BusyBuddy send estimates?

Accepted Answer

Yes. Build line-item estimates from a reusable price book, attach photos, and send for online approval.

Question 13

Can BusyBuddy send contracts for electronic signature?

Accepted Answer

Yes. Send contracts for legally binding e-signature directly from the customer record — no separate DocuSign account required.

Question 14

Can BusyBuddy collect payments?

Accepted Answer

Yes. Customers can pay invoices online by credit card, debit card, ACH bank transfer, or PayPal.

Question 15

Can BusyBuddy schedule jobs?

Accepted Answer

Yes. Assign jobs to crew members, surface scheduling conflicts, and sync two-way with Google Calendar.

Question 16

Can BusyBuddy automate follow-up?

Accepted Answer

Yes. Automated reminders fire for unsigned estimates, untouched leads, upcoming jobs, and unpaid invoices.

Question 17

Does BusyBuddy support two-way texting?

Accepted Answer

Yes. Send and receive SMS from BusyBuddy with the full conversation logged on the customer record.

Question 18

Can BusyBuddy track call recordings?

Accepted Answer

Yes. Inbound and outbound calls can be recorded and logged on the customer timeline.

Question 19

Does BusyBuddy handle recurring jobs?

Accepted Answer

Yes. Set up weekly, biweekly, monthly, or custom-cadence recurring jobs for maintenance contracts.

Question 20

Can I attach photos to estimates and jobs?

Accepted Answer

Yes. Upload job-site photos to estimates, jobs, and customer records.

Question 21

Does BusyBuddy support multiple properties per customer?

Accepted Answer

Yes. Track multiple service addresses per customer with notes specific to each property.

Question 22

Can I request a deposit on an estimate?

Accepted Answer

Yes. Request a deposit at any percentage on the estimate and collect it online before the job starts.

Question 23

Does BusyBuddy send invoice reminders?

Accepted Answer

Yes. Automatic late-payment reminders go out on the cadence you configure.

Question 24

Can I see who owes me money?

Accepted Answer

Yes. The invoices view shows outstanding balances and aging at a glance.

Question 25

Does BusyBuddy have a customer portal?

Accepted Answer

Customers receive secure links to view estimates, sign contracts, and pay invoices without creating an account.

Question 26

Can I customize the pipeline stages?

Accepted Answer

Yes. Pipeline stages, lead sources, and job statuses can be configured to fit how you sell.

Question 27

Does BusyBuddy support multiple team members?

Accepted Answer

Yes. Add unlimited users on every plan with role-based permissions.

Question 28

Can I assign jobs to specific crew members?

Accepted Answer

Yes. Assign jobs to one or more crew members and they see the work on their schedule.

Question 29

Does BusyBuddy support contracts with merge fields?

Accepted Answer

Yes. Use templates with merge fields so contracts auto-fill with customer and job details.

Question 30

Can I store gate codes or special property notes?

Accepted Answer

Yes. Notes can be attached to customers, properties, and individual jobs.

Question 31

Does BusyBuddy integrate with Google Calendar?

Accepted Answer

Yes. BusyBuddy syncs two-way with Google Calendar so events created in either place stay in sync.

Question 32

Does BusyBuddy integrate with Google Lead Forms?

Accepted Answer

Yes. Google Lead Form submissions flow into BusyBuddy in real time with automatic owner assignment.

Question 33

Does BusyBuddy integrate with Angi?

Accepted Answer

Yes. Angi leads are pulled into BusyBuddy automatically so your team can respond faster.

Question 34

Does BusyBuddy integrate with PayPal?

Accepted Answer

Yes. Customers can pay invoices through PayPal alongside card and ACH options.

Question 35

Does BusyBuddy integrate with Twilio?

Accepted Answer

Yes. Twilio powers two-way SMS, voice calling, and call recording inside BusyBuddy.

Question 36

Does BusyBuddy integrate with Facebook Lead Ads?

Accepted Answer

Facebook Lead Ad integration is on the roadmap and will route submissions into BusyBuddy automatically when it ships.

Question 37

Does BusyBuddy integrate with Thumbtack?

Accepted Answer

Thumbtack integration is on the roadmap and will route leads into BusyBuddy when it ships.

Question 38

Does BusyBuddy integrate with QuickBooks?

Accepted Answer

Native QuickBooks sync is on the roadmap. In the meantime, invoice and payment data can be exported.

Question 39

Can I import contacts from my old CRM?

Accepted Answer

Yes. Import contacts via CSV from any existing CRM or spreadsheet.

Question 40

Does BusyBuddy have an API?

Accepted Answer

A public API is on the roadmap. Contact us if you need API access for a specific integration.

Question 41

Is BusyBuddy good for painting contractors?

Accepted Answer

Yes. BusyBuddy handles painting estimates with line items for interior, exterior, and trim work, crew scheduling, contracts, and online payments.

Question 42

Is BusyBuddy good for landscaping companies?

Accepted Answer

Yes. BusyBuddy supports recurring maintenance jobs, route-style scheduling, and property-level notes built for landscaping operations.

Question 43

Is BusyBuddy good for HVAC companies?

Accepted Answer

Yes. BusyBuddy supports service calls, install proposals, dispatching, maintenance agreements, and online payments for HVAC contractors.

Question 44

Is BusyBuddy good for pressure washing businesses?

Accepted Answer

Yes. Build a reusable price book by surface type, quote from the driveway, schedule routes, and collect payment online.

Question 45

Is BusyBuddy good for electricians?

Accepted Answer

Yes. BusyBuddy handles service calls, project bids, signed contracts, scheduling, and payments for residential and commercial electricians.

Question 46

Is BusyBuddy good for plumbers?

Accepted Answer

Yes. Emergency service calls, install estimates, scheduling, contracts, invoicing, and payments — all in one platform built for plumbers.

Question 47

Is BusyBuddy good for cleaning services?

Accepted Answer

Yes. Recurring cleaning contracts, per-property notes, crew scheduling, invoicing, and online payments are all supported.

Question 48

Is BusyBuddy good for handyman businesses?

Accepted Answer

Yes. Build multi-task estimates from a reusable price book, schedule the work, and collect payment online.

Question 49

Is BusyBuddy good for junk removal companies?

Accepted Answer

Yes. Quote on the truck, schedule the haul, and collect payment when the load is gone — all from your phone.

Question 50

Can BusyBuddy be used for commercial accounts?

Accepted Answer

Yes. Track contacts at the company level, manage larger estimates, and invoice on completion or on a recurring schedule.

Question 51

Does BusyBuddy work for solo contractors?

Accepted Answer

Yes. BusyBuddy is built for solo operators and growing teams alike. Unlimited users are included on every plan.

Question 52

Can roofing contractors use BusyBuddy?

Accepted Answer

Yes. While not in our nine targeted industries, BusyBuddy's lead-to-payment workflow fits roofing companies well.

Question 53

How much does BusyBuddy cost?

Accepted Answer

Early-adopter pricing is $29/month for 12 months including unlimited users.

Question 54

Is there a free trial?

Accepted Answer

Yes. BusyBuddy offers a 14-day free trial with no credit card required.

Question 55

Is there a per-user fee?

Accepted Answer

No. Every plan includes unlimited users.

Question 56

Are there setup fees?

Accepted Answer

No. There are no setup or onboarding fees.

Question 57

Can I cancel anytime?

Accepted Answer

Yes. Cancel anytime from the billing settings. Your account stays active through the end of your paid period.

Question 58

What happens if I cancel?

Accepted Answer

After your paid period ends, your account reverts to view-only — you can still see all your data, but no changes can be made until you resubscribe.

Question 59

Do you offer discounts for annual billing?

Accepted Answer

Current early-adopter pricing is already discounted from launch pricing. Annual billing options may be added later.

Question 60

Do you offer nonprofit discounts?

Accepted Answer

Contact us if you operate a qualifying nonprofit service organization.

Question 61

Where is my data stored?

Accepted Answer

BusyBuddy data is stored in secure cloud infrastructure with encryption at rest and in transit.

Question 62

Who owns my data?

Accepted Answer

You do. Your customer, job, and financial data is yours and can be exported at any time.

Question 63

Can I export my data?

Accepted Answer

Yes. Customer, estimate, invoice, and payment data can be exported for backup or migration.

Question 64

Does BusyBuddy have role-based permissions?

Accepted Answer

Yes. Restrict who can see and edit different parts of the system by role.

Frequently Asked Questions

General

Features

Integrations

Industry

Pricing & Trial

Security & Data

Getting Started

Still have questions?