Rillo CRM · Service
Every panel. Every permit. Every inspection.
Rillo's AI does the office work. One app, one name, one login.
- From $49 a seat
- 30 days free, no card
- Try it
Built this morning from what's overdue and gone quiet.
A preset changes the words, the stages and the tools. The records stay.
Good morning, Paola
Today
Hi Paola. You have 13 open, 5 have gone quiet, 2 follow-ups are due today. Want the list?
Helpful · Off the markGot it. Here's what I wrote, waiting on your yes:
Prospects
128 active
| Name | Company | Last touch | Next | |
|---|---|---|---|---|
| Stacey McClendon | McClendon house, Birch Court | Today | Tue 2:00 | Inspection passed |
| Natividad Mendivil | Mendivil house, Elm Street | 3 days | Today 11:30 | EV charger estimate |
| Rebecca McDonough | McDonough house, Ash Lane | 22 days | Today 2:00 | Permit filed |
| Rafael Arias | Arias house, Pine Court | 8 days | Fri | Panel estimate out |
| Joanne Conley | Conley house, Alder Way | 41 days | · | Stale |
Trips
Talk to Rillo as you spend. It writes the report.
Search
People, companies, notes, quotes, receipts, calls. One box.
Call queue
Built this morning from what's overdue and gone quiet.
Longest quiet first, then quotes about to expire, then the callbacks you promised.
Rebuilt every morning from your records.Capture
Photo it, it's a record. Works offline. 9 kinds in this preset.
Point the phone at a card. Rillo reads it, matches the company, and files the contact to your People and your Rillodex. Nothing typed.
Panel or equipment label
The label inside the panel door or on the charger or generator: brand, model, serial, amperage and voltage.
Permit or signed form
A permit, a service agreement or a signed authorization.
Supplier receipt
A supply-house or parts receipt, fuel or a permit fee.
Quote on paper
A quote on paper: a handwritten panel or charger estimate or a competitor bid left on the counter.
Job photo
Before and after photos of the panel, the run or the finished install, filed on the job.
Tool or equipment certificate
A calibration, inspection or compliance certificate.
Business card
A card from a customer, vendor or contact.
Handwritten note
A note from a pad, a whiteboard or a napkin.
Barcode or serial
A label with a barcode or serial number.
Coach
Scored debriefs, and what to say next time.
Pipeline
Toolkit
What this preset carries. Layout lets you move it.
Rillo Phone
Your number, every call logged.
Nine watchers
Renewals, silence, permits, hires.
Inbox
Email in, per department.
What you stock
Units and parts, and what is due.
Careers page
Post, applicants, hire.
Documents
Quotes, contracts, signed.
Nine kinds of capture
Card, receipt or page in.
Trips and expenses
Say the spend, it files.
Playbook
What to say next time.
Settings
Company, team, billing, connectors.
A live demo. The laptop and the phone are one book.
You said The McClendon house wants the 200 amp panel upgrade and a Level 2 charger. Pull the permit and book the city inspection for Tuesday at two.
- Customer
- McClendon house
- Job
- Panel upgrade, 200 A
- Also
- Level 2 EV charger
- Next step
- Permit, then inspection
Filed by Rillo. Nothing typed.
Inspection at the McClendon house Tuesday, 2:00 PM
McClendon house. Panel upgrade, permit on the job.
Talk to it
Talk after the call. The record writes itself.
Say what happened in your own words. Rillo fills in the contact, sets the follow-up and writes the email, and nothing goes out until you tap yes.
What it does for service
Estimate from the driveway
Say what you found at the panel. The estimate is drafted: a 200 A panel upgrade, a Level 2 EV charger.
Instead of the clipboard, the evening paperworkPermit and inspection
The permit is filed on the job, the city inspection on the calendar, the text to the homeowner drafted.
Instead of the office manager's memoryFollow-up after sign-off
Inspection passed: the thank-you and the yearly panel check are drafted. Nothing sends until you tap.
Instead of the sticky notes, the job boardThe rest of Rillo CRM is on every seat. Everything that is built · See full pricing. Book a demo, 30 minutes with a person:
Three people use it. Same book, three views.
The electrician talks, the office manager sees the week, the owner sees the money in service. Nobody enters anything twice.
Today's route, the panel found last time, the estimate drafted.
The board by electrician, permits waiting on the city.
Estimates worth chasing, jobs that passed, who is behind.
What Rillo holds for service
What each preset starts a workspace with.
Electrical contractors
Calls the people customers and each piece of work a job.
Stages, fields and outcomes
- Pipeline
- NewContactedEstimateScheduledIn ProgressPaid
- Each customer carries
- Service type, Location / zip, Urgency, Budget, Owner or renter
- Each job carries
- Service type, Location / zip, Job price, Scheduled date
- A deal ends because
- Booked, Went with competitor, Price, Timing, No longer needed
Independent Contractors & Trades
Calls the people customers and each piece of work a job.
Stages, fields and outcomes
- Pipeline
- NewBid SentAwardedScheduledIn ProgressComplete
- Each customer carries
- Trade, Service area, Rate min, Rate max, Licensed, Availability
- Each job carries
- Trade, Job site, Budget, Start date, License required
- A deal ends because
- Awarded, Lost on price, Scheduling conflict, Scope changed, No decision
What Coach starts from
Coach, in beta, begins with a playbook for the trade, then adds your own competitors, strengths and objections. This is the playbook it begins with.
Who you sell to
Homeowner (often two decision makers), Property manager or landlord (rentals), Facilities manager (light commercial), General contractor (new build and remodel), Home warranty company (assignment work).
How a sale runs
Two cadences: demand work (a dead circuit, a breaker that keeps tripping, a burning smell) where speed to the door decides, and project work (a panel upgrade, an EV charger, a remodel rewire) where the estimate, the permit and the second opinion decide. A service plan turns one into a relationship. Typically 0 to 21 days.
What to ask first
- What is happening right now: a dead outlet, a breaker that trips, lights that flicker, a burning smell?
- How old is the panel, and has anyone opened it in the last ten years?
- What are you adding: an EV charger, a hot tub, a shop, an addition?
- Has anyone else looked at it, and what did they say and quote?
What you will hear, and where to steer it
- I want a second opinion. Encourage it and leave what you found in writing (the panel, the load, the circuits) so the second opinion has something to disagree with. Ask when they will have it and set a follow-up for the day after.
- The other quote is a lot cheaper. Ask what is in it: the panel size and brand, the permit and inspection, the service upgrade with the utility, patching, labor warranty years. Compare line by line, never total to total.
- Just fix the outlet, I do not need a new panel. Fix what is fixable and say what the fix buys in time; give the panel number alongside so the next problem is not a surprise. Never scare-sell.
- My handyman does electrical for less. Ask what he did last time and whether he is licensed for it; do not run him down. Say plainly what a licensed, permitted job protects: the insurance, the inspection and the sale of the house.
How price comes up
Flat-rate repair pricing from a book; project estimates (panels, chargers, rewires) with good, better, best options; a yearly service plan; financing through a lender partner.
How to follow up
A service call is booked within the hour. An unsold estimate gets a call at one day, three days and a week, then a price-hold offer at fourteen. A plan customer gets a yearly safety check reminder six weeks ahead and a renewal notice thirty days out.
The calendar
Storm season brings outage and surge calls; spring and summer bring remodels, pools and hot tubs; new car buying season brings EV charger work. The slower winter weeks are when panel upgrades and plans sell, because crews have capacity.
Next to what you use now.
Their prices, from their own pages.
| Starts at | Free to try | AI | |
|---|---|---|---|
| Rillo | $49 a seat a month, or $39 billed yearly | 30 days free, no card | In every seat, no credits |
| Jobber | Core $29 a month, one user, prepaid yearly. Grow $149. | 14 days, no card | Chat and voice in beta; receptionist is an add-on |
| Housecall Pro | Basic $59 a month, one user, billed yearly | 14 days, no card | AI team listed; CSR AI price not shown |
| ServiceTitan | Request pricing; no figures listed | Free demo | Titan Intelligence; price on request |
Checked on 3 October 2026. Every comparison, including where they are better.