CRM Management
Track leads in a Kanban pipeline, view activity history, manage client relationships, and use automated follow-up reminders to move opportunities from inquiry to booked job.
Choosing the right CRM can simplify every part of running a small service business, from capturing leads to scheduling crews, tracking jobs, and getting paid faster. SolvPro gives growing field service teams an all-in-one platform built around real crews, real workflows, bilingual communication, and practical tools that help reduce chaos without adding enterprise-level complexity.
Explore the CRM features SolvPro brings together for growing service businesses with field teams.
Track leads in a Kanban pipeline, view activity history, manage client relationships, and use automated follow-up reminders to move opportunities from inquiry to booked job.
Create professional estimates, send digital proposals, collect signatures, monitor approvals, and convert accepted quotes into active jobs without re-entering customer or project details.
Use a visual drag-and-drop calendar to assign jobs, view crew availability, avoid double-booking, and manage day, week, and crew schedules in real time.
Keep customers informed with communication tools that support responsive updates, bilingual interactions, and better transparency between office teams, field crews, and clients.
Generate invoices from the field, collect signatures, accept credit cards, ACH, and digital payments, and track overdue balances through integrated billing workflows.
View job profitability, labor and material costs, project timelines, crew performance, and operational trends with real-time analytics and QuickBooks Online sync.
SolvPro brings CRM, scheduling, work orders, communication, invoicing, payments, and reporting into one practical platform for small service businesses. Instead of managing leads in one tool and jobs in another, teams can track every customer interaction from first contact to final payment while keeping crews accountable, office staff organized, and customers informed.
SolvPro combines CRM, field operations, payments, and reporting in one simple platform.
Built by people with hands-on construction, field service, estimating, sales, and project management experience.
Transparent SMB-friendly pricing includes core tools without surprise add-ons or long-term contracts.
Live onboarding support helps teams launch quickly instead of struggling through setup alone.
English and Spanish support keeps office staff, crews, and customers aligned across every workflow.
Meet the team behind SolvPro’s practical CRM platform.
Founder & CEO
Scott J. Terrell is the Founder and CEO of Solvrix, the company behind SolvPro. With decades of experience across a wide range of industries, Scott has a proven track record of building robust solutions for small to medium-sized businesses as well as large corporations. He has a unique talent for finding simple, effective answers to complex business problems—giving smaller enterprises a meaningful competitive advantage. Scott's leadership at SolvPro is rooted in his belief that powerful software should be accessible and practical for every hardworking business owner. Outside of his professional life, Scott values time with family and friends, community volunteering, and fishing.
Technical Sales Specialist
Kai Stanton serves as Technical Sales Specialist at SolvPro, bringing 17 years of hands-on construction industry experience to his role. Having worked as a project manager, salesperson, estimator, and installations expert, Kai understands exactly what service businesses need to run smoothly. At SolvPro, he acts as the critical bridge between end users and the engineering team, translating real-world operational challenges into smart, flexible software features. His deep familiarity with the SolvPro workflow makes him a go-to resource for clients seeking practical, grounded solutions. Outside of work, Kai enjoys spending time with his wife and two daughters, playing basketball, and volunteering in his community.
Product Manager
Justin Pease is the Product Manager at SolvPro, bringing over 25 years of technology experience to the role, including 15+ years leading product and engineering teams at VC-backed startups. His career spans the development, support, and scaling of products ranging from user-friendly SaaS applications to powerful backend infrastructure systems. At SolvPro, Justin applies this deep expertise to simplify and streamline operations for service businesses, ensuring that every product decision is grounded in real user needs. He is committed to making complex workflows accessible and efficient for field service teams. Outside of work, Justin enjoys mountain biking, hiking Idaho's trails with his wife and two dogs, and volunteering in his community.
Senior Software Engineer
Taylor SaBell is a Senior Software Engineer at Solvrix, the company behind SolvPro. His passion for technology began in childhood, and he was already working in software before his senior year of high school. Taylor brings a strong commitment to code quality, platform security, and user experience to every project he undertakes. His technical contributions help ensure that SolvPro remains a reliable, secure, and intuitive tool for service businesses across the country. Taylor's dedication to craftsmanship drives continuous improvement in the platform. Outside of work, he enjoys playing basketball, creating art, exploring history, and connecting with new people.
UI/UX Designer
Aishwarya Vellanki is the UI/UX Designer at SolvPro, specializing in making powerful systems intuitive and easy to use for everyday users. She brings a rare combination of design expertise and firsthand small business experience, giving her a genuine understanding of how the right tools can transform the way a business operates. At SolvPro, Aishwarya ensures that every interface is thoughtfully crafted to reduce friction and empower users from day one. Her work is central to SolvPro's commitment to simplicity without sacrificing capability. Outside of work, she experiments in the kitchen, plays pickleball, and embraces new experiences through international travel.
Fullstack Developer
Chase Seidel is a Fullstack Developer at SolvPro with a sharp eye for detail and a passion for building software that is both scalable and user-friendly. He works across the entire technology stack—architecting reliable backends and refining front-end interfaces—to ensure the platform performs seamlessly for service businesses in the field. Chase is continuously driven by curiosity and a commitment to improving workflows and elevating the overall user experience. His meticulous approach to development helps keep SolvPro robust, responsive, and ready for the demands of growing businesses. Outside the office, Chase stays active through volleyball, skiing, hiking, and regular gym sessions.
Translator
Cristina Escot serves as Translator at SolvPro, playing a vital role in the platform's fully bilingual English and Spanish experience. Deeply connected to both languages and cultures, Cristina is passionate about bridging communication gaps that help service-based businesses thrive in diverse markets. Her work ensures that SolvPro's interface, documentation, and support resources are equally accessible and effective for English- and Spanish-speaking office staff and field crews alike. Cristina understands that language should never be a barrier to running a great business, and her contributions reflect that commitment every day.
The best CRM for a small service business should do more than store contact records. It should connect leads, estimates, scheduling, work orders, communication, invoicing, payments, and job history in one place. SolvPro is built for field service teams that need practical CRM tools tied directly to real jobs, crews, costs, and customer follow-up.
Get practical answers from a team that understands service businesses.
English and Spanish support for field teams.
Live assistance helps teams launch quickly.
Built-in sync supports cleaner financial workflows.
Request a free demo to see how SolvPro helps service businesses manage leads, jobs, crews, invoices, and payments in one simple platform.
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