Full Loop CRM Features
Every Feature a Home Service Business Needs — In One Platform
Most home service businesses juggle 9+ disconnected tools — a website builder, a CRM, a scheduler, a payment processor, a review tool, and more. Full Loop CRM replaces all of them with a single, AI-powered platform built from the ground up for field service companies.
$1,000 / user / month · flat · every feature included
Lead Generation
Most CRMs start after you already have a lead. Full Loop starts by creating them. Your main site is included; optional EMD microsites build out a multi-domain network — every page on every domain reports into one attribution dashboard, no ad spend required.
Custom Site + Optional EMD Microsites
Your main Next.js site is included in your subscription — auto-generated services, service-area, neighborhood, and careers pages with JSON-LD on every URL. Want a multi-domain SEO network on top of that? Add EMD microsites — exact-match domains in your name, casting a wider net than any single-site strategy. Microsite details shared with waitlist members.
Domain Performance Analytics
Every domain in your portfolio reports into one dashboard. Lead attribution captures source domain, landing page, search query, and referrer for every visit — so you know exactly which property generated which booking. No more logging into separate analytics accounts.
Traffic Source Intelligence
Know exactly where every visitor comes from — organic search, direct, referral, or social. Full Loop's traffic intelligence shows you which channels are worth doubling down on and which ones are wasting your time.
Smart Lead Attribution
Every lead is tagged with its source domain, landing page, and search query so you know exactly what brought them in. Connect the dots from first click to closed deal — no guesswork, no wasted budget.
Want to understand why organic lead generation outperforms paid ads for service businesses? Learn why we built Full Loop differently.
AI Sales & Conversion
Meet Yinez — your AI-powered SMS sales agent that responds to leads in seconds, not hours. Yinez qualifies prospects, answers questions, and books appointments while you focus on running your business.
Yinez AI SMS Chatbot
Yinez is not a generic chatbot — she's trained on your specific services, pricing, availability, and service areas. She responds to inbound leads via SMS within seconds, keeping your response time under 60 seconds — the window where conversion rates are highest.
24/7 Bilingual Coverage
Yinez operates around the clock in both English and Spanish. Leads that come in at 11 PM on a Sunday get the same fast, professional response as those arriving at 10 AM on a Tuesday. No missed opportunities, no language barriers.
State Machine Booking Flow
Yinez doesn't wing it — she follows a deterministic 10-field booking checklist (service type, bedrooms, bathrooms, rate, day, time, name, phone, address, email). She collects one field at a time, never re-asks for info she already has, and handles numbered SMS replies so clients can book with just "1", "2", "3".
Returning Client Recognition
When a returning client texts in, Yinez pulls their full profile — name, address, previous bookings, preferred cleaner, last rate, and conversation history. She greets them by name and skips questions she already knows the answers to, making rebooking feel effortless.
Web Chat + SMS — Same AI
Yinez works on your website too — not just SMS. Website visitors can chat with Yinez directly, choose "new client" or "returning client," and book without ever making a phone call. Returning clients enter their phone number and Yinez pulls up their full history instantly.
Smart Escalation
When a client is upset, reports damage, or has a request outside normal flow, Yinez doesn't guess — she escalates to a human with full conversation context. You get an instant notification with the transcript so you can jump in informed, not cold.
AI Performance Dashboard
Monitor Yinez in real time — total conversations, booking conversion rate, average messages per booking, checklist completion, and channel breakdown (SMS vs web). Filter stats by date to track performance over any period. Every error is logged with full context for troubleshooting.
Conversation Reset
If a conversation gets stuck, one click resets it — expires the old conversation, creates a fresh one with the client's profile pre-filled, and sends a recovery text: "Sorry about that — let's start fresh." The client never has to re-explain anything.
New to CRM automation? Read our CRM 101 guide to understand how AI sales agents transform service businesses.
Scheduling & Dispatch
Stop managing your calendar in spreadsheets and text messages. Full Loop's scheduling engine handles recurring appointments, team availability, and client self-booking — all in one place.
Smart Scheduling
Real-time availability checks prevent double-bookings. The system accounts for travel time between jobs, crew assignments, and service duration to build the most efficient schedule possible. Drag-and-drop rescheduling when plans change.
7 Recurring Patterns
Daily, Weekly, Bi-weekly, Tri-weekly, Monthly (by date), Monthly (by weekday), and Custom — covers every recurring cadence a service business needs. Set it once and the system generates future bookings automatically. Pause one instance without cancelling the series.
Client Booking Portal
Give clients a branded portal where they can view upcoming appointments, request changes, and book new services. Reduces phone calls and gives clients the self-service experience they expect.
Automated Confirmations
Appointment confirmations and reminders go out automatically via SMS. Reduce no-shows with 24-hour and same-day reminders. Clients can confirm or request rescheduling with a simple text reply.
GPS Field Operations
Know exactly when your team arrives and leaves every job site. Full Loop's GPS-verified check-in system eliminates time theft, automates payroll calculations, and gives your clients proof of service.
GPS-Verified Check-In/Out
Team members check in and out of job sites using their phones. GPS coordinates are recorded and verified against the client's address. No more relying on the honor system — you have a verifiable record of every visit.
528ft Distance Validation
Check-ins are only accepted when the team member is within 528 feet (one-tenth of a mile) of the job site. This prevents remote check-ins and ensures your team is actually on location before the clock starts.
Video Walkthroughs (Before & After)
After check-in, team members record a 1-2 minute walkthrough video of the space before starting. Before check-out, they record the finished result. Both videos are stored on the booking and viewable in your admin dashboard — instant proof of quality if a client ever disputes the work. Videos auto-delete after 30 days to save storage.
30-Minute Heads Up
When your team is 30 minutes from finishing, they tap one button and you get an instant SMS with the client name, team member, and exact amount to collect — both what the client owes and what the team member earned. No mental math, no phone calls. The button disappears after sending so it can't be double-tapped.
Smart Half-Hour Rounding
Time is billed in half-hour increments with a 10-minute grace period. If your team finishes at 3:09, you bill for 3 hours. At 3:10, it rounds to 3.5 hours. Fair for clients, fair for your team — and completely automatic based on GPS check-out time.
Bilingual Team + Client Portals (EN/ES)
Your field team and your clients each get their own mobile-optimized portal in English and Spanish. PWA today — works in any mobile browser, saves to the home screen, runs offline-tolerant, no app store required. Native iOS + Android apps shipping on the roadmap, included with your subscription when they go live.
PIN-Based Login & Auto Pay Calculation
Each team member gets a unique PIN for secure, fast login — no passwords to forget. Hours are calculated automatically from check-in/out times and multiplied by their pay rate. Weekly, monthly, and yearly earnings are tracked in the portal so your team always knows where they stand.
All Team Notifications Bilingual
Every SMS sent to your team — job assignments, cancellations, reschedules, guideline updates, daily summaries — arrives in both English and Spanish in a single message. No language settings to configure. It just works for everyone on your team.
See how GPS field operations work across 50+ home service industries.
Payments & Invoicing
Get paid faster with flexible payment tracking and automatic invoicing. Full Loop supports every payment method your clients actually use — not just credit cards.
Every Payment Method
Track payments via Zelle, Apple Pay, Venmo, cash, check, and credit card. In the real world, home service clients pay however is convenient — Full Loop tracks them all in one place.
Auto-Generated Invoices
Invoices are generated automatically after each service with the correct amount, payment method, and service details. Send them to clients via SMS or email with one click.
1-Click Payroll
Review calculated pay for each team member — based on GPS-verified hours and their pay rate — and mark them as paid with a single click. No spreadsheets, no manual calculations.
1099-Ready Contractor Reports
Every crew payout is tracked with year-to-date totals and flagged the moment a contractor crosses the $600 1099 threshold. At tax time, export a clean CSV with the contractor-payout section pre-formatted for your accountant or filing service — no spreadsheet reconciliation required. Year-end ZIP includes everything your CPA needs through the included CPA portal.
Real-Time Financial Dashboard
See revenue, outstanding invoices, payroll costs, and profit/loss in real time. Full Loop's finance dashboard gives you the financial clarity most service business owners never had — without hiring a bookkeeper. Compare with our pricing plans to see how much you save by consolidating tools.
Review & Reputation Management
Your reputation is your most valuable asset. Full Loop automates the entire post-service follow-up process — collecting reviews, catching negative sentiment before it goes public, and turning happy clients into repeat customers.
Automated Post-Service Follow-Up
After every service, clients automatically receive a follow-up SMS asking about their experience. Happy clients are directed to leave a review. The timing is optimized — sent while the experience is still fresh.
10% Rebooking Discount
Every follow-up includes a 10% discount offer for rebooking. This single feature dramatically increases recurring client rates — turning one-time jobs into ongoing revenue streams.
Negative Sentiment Detection
Full Loop's AI analyzes client responses for negative sentiment before they become public reviews. If a client expresses dissatisfaction, the system flags the conversation immediately so you can intervene.
AI Escalation to Phone
When Yinez detects frustration or a complex issue, she escalates the conversation from SMS to a phone call recommendation — connecting the client with a human before a negative review is posted. Prevention over damage control.
Retargeting & Rebooking
The most profitable client is one you've already served. Full Loop closes the loop by identifying at-risk clients, running automated win-back campaigns, and tracking referral commissions — so no client ever slips through the cracks.
Client Lifecycle Analytics
Track lifetime value (LTV), churn risk, and booking frequency for every client. Full Loop scores clients as active, at-risk, or churned — so you know exactly where to focus your retention efforts.
Win-Back Campaigns
Automated SMS and email campaigns target clients who haven't booked in a set period. Personalized messages with special offers bring lapsed clients back — without you lifting a finger.
Referral Program
Built-in referral tracking with commission management. When a client refers a friend, Full Loop tracks the referral source, credits the commission, and manages payouts — turning your best clients into your best salespeople.
This is what makes it a full loop. Learn why the loop matters and how it compounds your growth over time.
Your Command Center
Eight Sections. Zero Tab Switching.
The locked Full Loop dashboard collapses your entire business into eight numbered sections — Loop, Sales, Schedule, Clients, Team, Finance, Books, Marketing — plus a Platform tray for Yinez, Connect, Settings, and audit. Every aspect of your operation lives in one nav. No more logging into 5 different apps.
00
The Loop
Executive home — revenue, today's jobs, hot leads, conversion, system status, day-of-building.
01
Sales
Leads · Pipeline · Quotes · E-signature documents · Invoices · Route optimization · Deals at-risk.
02
Schedule
Bookings · Calendar (drag-drop) · Recurring (7 patterns) · Smart-schedule scoring · Travel time.
03
Clients
All Clients · SMS Inbox · Per-client transcript · Activity feed · Lifecycle status · LTV.
04
Team
Members · GPS field portal · Earnings · Applications · Stripe Connect onboarding.
05
Finance
Overview · Transactions · Receipts · P&L · AR aging · Cash flow · Audit log.
06
Books
Ledger · Bank import + ML reconcile · Chart of accounts · Payroll · 1099-ready exports · CPA portal.
07
Marketing
Campaigns · Reviews · Referrals · Social (FB + IG) · Google Business Profile · Websites · Analytics · Map.
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Yinez AI
Live conversation feed, conversion rate, channel mix, scoring, error log, one-click reset, persona editor.
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Loop Connect
Slack-style channels — your team, each client, each crew member — direct messaging across the platform.
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Notifications + Activity + Docs + Feedback
Real-time alerts, full audit trail, in-product documentation, and feedback widget — every platform surface in one nav.
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Settings
Services, hours, brand, hero, SEO meta, policies, integrations, page configs, vendor keys (encrypted).
One Platform. Nine Tools Replaced.
Full Loop CRM eliminates the need for separate subscriptions, integrations, and logins. Here is what you stop paying for:
| Tool Category | Examples | Full Loop Replacement |
|---|---|---|
| Website/SEO | Wix, Squarespace, WordPress | Multi-domain SEO network |
| CRM | HubSpot, Salesforce, Jobber | Built-in client management |
| AI Chatbot | Intercom, Drift, ManyChat | Yinez AI SMS agent |
| Scheduling | Calendly, Acuity, ServiceTitan | Smart scheduling engine |
| GPS/Time Tracking | TSheets, Clockify, Homebase | GPS-verified check-in/out |
| Invoicing | QuickBooks, FreshBooks, Wave | Auto-generated invoices |
| Review Management | Podium, Birdeye, NiceJob | Automated review collection |
| Email/SMS Marketing | Mailchimp, Twilio, SimpleTexting | Win-back campaigns |
| Referral Tracking | ReferralCandy, spreadsheets | Built-in referral program |
See the full cost comparison on our pricing page.
Ready to Run Your Business on One Platform?
Full Loop CRM is not sold off the shelf — we partner with home service businesses and build your system from the ground up. Limited partnerships available.
Learn more about who we are, why we built Full Loop, or explore our CRM 101 guide.