Welcome to the Beta version of our lightweight CRM”

Get the customer's name, number, address, job type and then schedule them in Google Calendar.

After gathering the information you need, click the Calendar button.
This action copies all input fields and opens Google Calendar.
You can paste the information directly into Google Calendar,
where it will auto-format to a neat template like:
Nick Causey | TR | (405) 501-1106 | 2402 South Santa Fe Avenue, Moore, OK, USA.

Click on the settings icon to access setup options.
(locally saved on your device)

Enter your Start Location.

Define your service area by clicking Autofill Coordinates or provide
the Center of your Service Area.
Specify the Radius Multiplier
and Zoom level.

For ease of setup, consider configuring these settings on your computer and then transferring them to your phone.
You can also download this as a web app on your phone to optimize screen real estate.

The name input field Automaticlly capitalizes the first and last name.

We Suggest using two-letter abbreviations in the job input field, which are automatically capitalized for consistency.

Auto-formatting of phone numbers into a readable pattern (000) 000-0000.

Autofill suggestions in the address input field for faster and accurate location entry.

We welcome any questions or feedback at grassandtreesllc@gmail.com.
As this is a Beta version, improvements are ongoing.

We are a Tree & Lawn Care Service so this web app is tailored for us,
but we believe this CRM could be beneficial for various small service-based businesses.