Closearoo for general contracting
Jobs, site visits, and the estimates that went out.
Closearoo is one loop: line up who to call, log what happened in one tap, and put the next action on a day before you hang up. A job with an address, a homeowner and two other trades bidding is the same shape as anything else on this screen.
Every login is approved by hand.
The loop
Three things it does, every day.
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01The job is the record
The homeowner and the site contact sit under it, and every call, note, site visit and follow-up sits on the one record.
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02The estimate does not go quiet
Say Friday on the phone and the follow-up exists with its date on it before you hang up.
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03A week you can read
Calls made, site visits booked, estimates sent and what is overdue, counted rather than remembered.
Three days it is for
What the loop looks like from your desk.
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A morning of enquiries
Open Today and the order is already made: what is owed, what is slipping and who has never been reached. Take the first name, or start a Power Hour and take twelve.
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Three prices on the kitchen table
Log the day you sent the numbers and the day you will chase them. On that day the job is at the top of the list with the reason on it.
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The van is the office
It runs in the phone browser and installs to the home screen, so the list, the numbers and the note field are the same ones you left open at the desk.
What Closearoo tracks for you
The words on the record.
A pack is labels, stages and cadences on the same loop. This table is read out of the general contracting pack file the app itself draws from, so it is the words on the screen rather than a plan for them.
- The account
- Job
- The person
- Homeowner
- Who answers the phone
- Site contact, which is the property manager, the tenant or whoever opens the door
- Stages
- LeadSite visitEstimate sentAwardedCompleteLost
- Activities
- CallSite visitEstimate
- How often to come back
- A tier A job at awarded every 7 days, one at estimate sent every 2, and a tier C job nobody has called every 14. Every cell in that table is a number you set once in Settings.
These words are on the screen from the moment a book is switched to this pack in Settings. The cadence numbers and the tier rule are starting values rather than researched practice, and they are the first thing to change in Settings.
Setting it up
Six steps, and you are calling.
- Ask for a login on this site. There is no signup, no trial and no card: one person reads the request and sends a one time password.
- Sign in and set a password of your own. The temporary one stops working the moment you do.
- Bring your list in, or start it by hand. The importer that exists today reads a CSV and wants an NPI on every row, because it was built against a prescriber registry, so until that changes you add records one at a time from the list screen.
- Set your targets in Settings: outreaches a week, calls a day, accounts activated, and the number of days without contact that counts as going quiet.
- Open Today. The list is already ordered by what is owed, what is slipping and who has never been reached. Take the first name, or start a Power Hour and take twelve.
- Log the call in one tap and put the next action on a day. Every number on the Reports page is made of that one step.
Questions
Asked before.
How do I get access?
You ask on this site and one person reads it. There is no signup, no trial and no card, because every login on Closearoo is granted by hand.
What can I import today?
A CSV, and the importer wants an NPI on every row because it was written against a prescriber registry. A plain enquiry list is part of the pack work. Adding jobs by hand from the Accounts screen works today.
What does switching to this pack do?
A pack is labels, stages and cadences on the same loop. It renames what is on the screen, relabels the stage path, changes the call outcomes and the activity types, and puts the cadence table back to this pack's starting numbers. It changes nothing underneath: every record stays on the rung it is on, nothing is deleted, and switching back puts the old words on the same rows. An administrator does it from the Pack card in Settings.
Does it estimate or schedule the work?
No. Estimate sent is a rung on the stage path and a kind of touch you log, and the numbers themselves live wherever you write them today. There is no line item, no schedule board, no crew and no invoice in this app.
Where did these numbers come from?
A builder of software, not a contractor. The stage names read right and the cadence cells are sensible, but nobody who books jobs for a living has been asked yet, so treat every number on this page as a starting value and change it in Settings on the first day.
What does it not do?
It does not dial. A phone number is a link and your phone or your desk phone app is what opens it. It does not send email or text, and it does not read your inbox: what you sent somewhere else goes on the record as the note you type when you log the call. There is no map yet. There is no importer for another CRM, and no way in but a CSV.
Does it work on my phone?
It runs in the phone browser and installs to the home screen from there, so it opens without the browser bars around it. The screens fall to one column at that width. There is nothing to fetch from a store.
Nothing to install. One person. One next action.
A pack is labels, stages and cadences on the same loop. The general contracting pack ships today and an administrator switches a book onto it in Settings, with every number in it a starting value. Ask for a login and the person who built it reads it.
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