AppSheet CRM & Automation System for Service Businesses

Running a service business gets overwhelming fast — too many leads, too many tools, too much to track, and not enough time. Most owners end up juggling text messages, receipts, quotes, invoices, reviews, and customer details across ten different places.

I fix that by building a custom AppSheet CRM that puts everything in one simple app on your phone — no spreadsheets, no complicated software, no learning curve.

This is a real CRM built for service pros: locksmiths, mechanics, towing companies, landscapers, cleaners, pest control, and every small business that needs organization without the headache.

What You Get: A Complete CRM System That Handles Your Day

Every CRM I build includes:

A Custom AppSheet App

Your business gets its own mobile app where you can:

• Add leads instantly

• Track jobs from start to finish

• Log payments and basic accounting

• Capture notes, photos, and details

• View customer history

• Check performance metrics

• Manage reviews and follow-ups

No spreadsheets. No desktop required.
Everything goes through your phone.

Behind the App: A Fully Automated Google Sheets Backend

Your custom app communicates with a secure Google Spreadsheet that powers your CRM.
You never touch the sheet — the app updates it automatically — but here’s what lives inside:

• Leads Sheet (all website, Facebook, GBP, and manual leads)

• Jobs Sheet

• Basic Accounting Sheet

• Reviews Sheet

• Dashboard Sheet (automated charts & KPIs)

• Monthly Snapshot Sheet (updated by Apps Script)

The system cleans, organizes, and tracks your data without you doing anything manually.

Automations That Make Your Life Easier

I build all the automations that tie everything together:

✔️ Website Form → CRM

When someone fills out a form on your website, the lead goes:

1. Straight into your sheet

2. Into your app

3. Into your dashboard

4. Into your monthly snapshot

Instant. No copy-paste.

✔️ Facebook Lead Ads → CRM

Your Facebook leads automatically drop into your CRM with all details.

✔️ Contact Page Form → CRM

Your normal contact form also connects to your CRM.

✔️ Monthly Snapshot Automation (Apps Script)

On the 1st of every month, my script:

• Pulls last month’s totals

• Saves a permanent snapshot

• Resets metrics for the new month

• Updates charts and KPIs

This gives you a real historical record of performance.

Your Dashboard: Know Exactly What Your Business Did in the Last 30 Days

Your dashboard includes:

• Total leads

• Total jobs

• Revenue

• Average job value

• Lead-to-job conversion rate

• Review score

• Calls/messages/leads split by source

• 30-day graphs for performance

It’s built for service pros, not accountants — simple, clean, and accurate.

Custom App Views Built for Your Business

Every client gets one custom tool inside their app based on what they actually need.

Examples:

• Budget Builder (events, jobs, or project planning)

• Estimate/Quote Calculator

• Inventory Tracker

• Tow Log / Job Log

• Mechanic Time Sheet

• Pest Chart or Treatment Log

• Review Request Tracking

• Daily Checklist or Crew Planner

You pick the tool — I build it directly into your app.

Why This Works So Well

Most CRMs are built for big teams with complex workflows.

This system is built for real service businesses: simple, fast, mobile-friendly, and designed around your actual day.

You get:

• No subscriptions

• No confusing menus

• No complicated training

• No software bloat

• No extra steps

Just an app that keeps your business organized without slowing you down.

My Approach

I work one-on-one with each business to:

1. Map out your workflow

2. Build your CRM in AppSheet

3. Connect all your lead sources

4. Set up automations

5. Customize dashboards

6. Add your custom tool or view

7. Train you for 10 minutes (that’s all you need)

This is not a template — it’s your own personalized toolset.

Who This Is For

This CRM is perfect if you’re a:

• Locksmith

• Tow operator

• Mobile mechanic

• Landscaper

• Cleaner

• Pest control tech

• General contractor

• Any service business that wants organization without software overwhelm

If you’ve ever said “I need something simple that actually works,” this is the system for you.

Results You Can Expect

Most clients report:

• Faster lead response

• More organized jobs

• Fewer lost customers

• Better follow-up

• More reviews

• Clearer financial tracking

• Higher monthly revenue

And the biggest one:

Less chaos. More control.

Your business will run better when everything is in one place.
Let’s build a CRM that fits the way you work — not the other way around.

👉 Get Your Custom AppSheet CRM
Or text me directly: 505-492-0806