A practical CRM for junk removal

A Simple Junk Removal CRM for New Owners and Small Crews

Use one lead-to-customer-to-estimate-to-job-to-invoice-record workflow instead of separating customer details, photo estimates, notes, calendar entries, and invoices across several tools.

A practical record for each customer and job

The CRM is designed for the everyday work of a new owner or small crew: record an inquiry, keep the customer context, organize the estimate, schedule the job, and create the invoice record when it is time to bill.

  1. 1

    Record the lead

    Add the inquiry, contact details, service information, lead source, and the notes your crew needs for follow-up.

  2. 2

    Keep the customer record

    Use customer records and notes to keep contact information, service details, estimates, jobs, invoices, and internal context together.

  3. 3

    Organize the photo estimate

    Use photo-estimate organization to connect an owned WhatShouldICharge estimate, its price range, and still-stored quote photos to the customer.

  4. 4

    Schedule the job

    Create a related job, choose its date and time, and use the job calendar to see scheduled work by date.

  5. 5

    Create the invoice record

    Record the service description, total, amount paid, and balance due, then download the invoice PDF when you need it.

Customer records and notes stay with the work

A customer detail view keeps related leads, estimates, jobs, invoices, and internal notes together. When you come back to a customer, you can review the information already recorded instead of rebuilding the job history from messages and folders.

Keep the daily details available

  • Contact and service-address details.
  • Lead source and service notes.
  • Related photo-estimate records and stored quote photos.
  • Job and invoice-record history.

Schedule the work, then keep an invoice record

Jobs can be created from a lead, customer, or estimate and given a date and time. The job calendar is a view of those scheduled jobs. After the work is ready to bill, create an invoice record with the amount and service description.

Estimate and invoice PDFs, CSV customer import and CRM export

  • Download estimate and invoice PDFs.
  • Use the device share sheet or your own communication app.
  • Import customers from a CSV file.
  • Export CRM records as CSV for your own business records.

Keep control of the work that belongs to your business

No automated email or SMS campaigns. You can manually email an estimate to a customer. The basic CRM does not accept card payments from customers, does not build or optimize routes, and does not automate follow-ups and repetitive office work.

The CRM keeps records organized. You choose how to communicate beyond an individual estimate email, collect payment, plan routes, and decide the next step with each customer.

Every current plan includes the basic CRM

Choose the estimate volume and user count that fits your business. The CRM records stay part of the same account workflow.

Operator — $29/month

1 included user, 100 estimates per month, and Basic CRM.

Growth — $69/month

3 included users, 500 estimates per month, and Basic CRM.

Pro — $119/month

10 included users, 1,500 estimates per month, and Basic CRM.

Simple junk removal CRM questions

What does a simple junk removal CRM organize?

WhatShouldICharge keeps leads, customer records and notes, photo-estimate records, jobs, invoice records, PDFs, and CSV exports connected for an owner or small crew.

Can I organize a photo estimate with a customer record?

Yes. An owner can attach an owned WhatShouldICharge photo estimate to a customer record, retain its price range and stored quote photos, and create a related job when needed.

Does the CRM have a job calendar?

Yes. Jobs can have a scheduled date and time, and the calendar shows the account's scheduled jobs by date.

Can I download PDFs and move CRM data in or out?

The CRM provides estimate and invoice PDF downloads. It imports customer CSV files and exports customer, lead, job, estimate, and invoice records as CSV.

What email, payment, route, and automation tools are not included?

No automated email or SMS campaigns. You can manually email an estimate to a customer. The basic CRM does not accept card payments from customers, does not build or optimize routes, and does not automate follow-ups and repetitive office work.