Built for the way chimney sweep actually runs.
Annual inspections that auto-renew. Repair projects with phased billing. Customer reminders the week before the first cold snap. ServTrackr is field service software designed around how chimney sweep shops actually make money.
14-day trial · No credit card · Live before your next inspection
Annual service plan · Active 3 years
Anderson Residence · 1247 Brickell Ave
Annual inspection + cleaning · masonry fireplace + wood stove flue
Pricing
$285 per year · auto-charged Visa ending 4242
Next service
October 14 · Marcus T · scheduled before burn season
Service history
- 10/14/2025 · Annual inspection + cleaning · Marcus T · Level 1 creosote · cleaned
- 10/8/2024 · Annual inspection + cleaning · Devon K · Level 2 creosote · cleaned
- 10/12/2023 · Annual inspection + cleaning · Marcus T · Level 1 creosote · cleaned
Annual contract value
$285
The three things that quietly kill chimney sweep margin.
Annual customers slip through the cracks before burn season.
Last year's customer never got the September reminder. By November they called the cheaper sweep down the road. The recurring annual revenue you counted on is rebooked with someone else and you don't notice until December.
The flue notes from last year are gone with the last tech.
Customer calls about smoke in the room. You vaguely remember finding cracks in the smoke chamber last year. The tech who did the inspection moved on. No notes, no photos, no record. You re-inspect for free and lose the diagnostic time.
The reline job got billed three weeks after the work.
Three-day reline. Crew on day one, liner install day two, final inspection day three. Final invoice goes out after day three. The materials cost sits on your books for three weeks waiting for the customer to mail a check.
Two different businesses. One software that handles both.
Residential service runs on annual recurring inspections and cleanings. Repair projects run on multi-day work, masonry, relining, and phased billing. One software, two operational realities.
- Annual inspection and cleaning schedules with auto-billing
- Inspection requests captured from customers, operator schedules the assessment
- Per-flue and per-chimney pricing from the pricebook
- Customer text reminders before burn season
- Customer portal with service history and invoices
Annual service · Scheduled
Anderson Residence · Annual inspection + cleaning
10/14 · 9:00 AM · Tech: Marcus T
Job summary
Masonry fireplace + wood stove flue · $285
Last visit notes
Level 2 creosote in main flue · cleaned · recommended cap inspection next visit
Annual auto-renewal
10/2026
Annual Service Plan · Active 3 years · auto-renews 10/14/2026
Anderson Residence
Next service October 14 · Marcus T · scheduled before burn season
Service history
Annual inspections that book themselves before the first cold snap.
Card on file, annual auto-renewal, customer reminders the month before burn season. The customer who got their chimney cleaned last October gets scheduled and reminded for this October before they think to call the competitor.
- Annual recurring service with auto-billing on the card on file
- Pre-burn-season reminders sent automatically
- Customer portal for service history and invoice access
- Inspection requests from customers feed straight to the schedule
Inspect the chimney. Quote the work. Sign on the hearth.
Tech finishes the inspection, captures photos of findings, builds the quote for any repair work on the iPad, customer signs at the hearth. The truck doesn't pack up the camera without a yes on follow-up work.
- Per-flue and per-chimney pricing for inspections and cleanings
- Add-on pricing for cap install, damper replacement, waterproofing
- Photos of findings attached to the quote
- Customer e-sign on the iPad
- Deposit or pay-on-completion collected on accept
- Works offline, syncs when the truck has signal
Post-inspection quote · iPad
Reyes Residence · post-inspection quote
Findings: Cracked crown · missing cap · Level 2 creosote (cleaned today)
Recommended work
Crown repair and sealing
$385
Stainless steel top-mount cap
$245
Annual maintenance program enrollment
$285/yr
Repair subtotal
$630
Annual program
$285/year · auto-renew
Photos attached
3 photos of crown damage and missing cap
Repair project · Day 2 of 3
Castile Residence · Full reline + crown repair
Lead: Marcus T · 1 helper
Phase 1 · Demo + crown repair · Day 1
Complete
Phase 2 · Stainless steel liner install · Day 2
In Progress
Phase 3 · Final inspection + cleanup · Day 3
Scheduled
Financials
Contract: $3,840 · Deposit: $1,920 collected · Outstanding: $1,920
Photos
6 attached across all phases
When the reline takes three days, the project record holds all three.
Relining, masonry repair, crown rebuilds, and cap installs don't fit in a single visit. ServTrackr's project records span multiple days with phased billing, day-by-day crew assignment, and photo documentation per phase.
- Multi-day projects with day-by-day crew assignment
- Phased billing (50% deposit, balance on completion, or custom split)
- Material and labor cost tracking with margin per project
- Photos throughout the project, attached to the work order
Last year's findings. This year's customer.
Photos of the flue, notes on creosote levels, recommendations for next visit. When the customer calls about smoke or draft a year later, the tech opens the record and walks in informed about what was already noted.
- Photo upload per visit (camera inspection images, findings, damage)
- Internal notes for creosote levels, structural observations, and recommended follow-up
- Service history rolls up per customer (every inspection, every cleaning, every repair)
- Searchable by customer, address, or job type
Job record · 10/14/2025
Anderson Residence · Annual inspection + cleaning
Photos
Flue interior before cleaning
9:18 AM
Smoke chamber view
9:24 AM
Flue interior after cleaning
11:14 AM
Crown condition (note: hairline crack)
11:22 AM
Notes
Plays nice with the tools your shop already runs on.
QuickBooks for the books. Method CRM for the office workflows you already built. Google Calendar for the owner who lives there. ServTrackr connects in minutes, not weeks.
Invoices, payments, customers, and refunds sync automatically. Your bookkeeper doesn't re-enter a thing.
Two-way sync with the CRM workflows you've already customized. Customers, invoices, and history stay aligned.
Two-way sync with the owner's calendar. Schedule shows up in ServTrackr and in Google, no double entry.
Up and running before the next cleaning.
No IT team. No six-week onboarding. Most chimney sweep shops are scheduling from ServTrackr by Friday.
Create your account
Sign up free in 60 seconds. No credit card. No demo required.
Import your customers
Bring your client list, annual recurring customers, and projects in progress from your old system or a spreadsheet.
Build your pricebook
Drop in your inspection and cleaning rates (per flue, per chimney), repair pricing (relining, masonry, cap install), and recurring service plan rates. Or import from CSV.
Schedule your first jobs
Drag jobs onto the calendar. Set up auto-renewing annual services. Notify customers automatically.
Run your first auto-renewal cycle
Annual customers get reminders before burn season. Cards on file get charged on the schedule. Most shops do this in week two.
“We were losing annual customers because nobody remembered to call them. ServTrackr auto-schedules the next inspection 11 months out and the rebooking rate on annuals is north of 80% now. The relining projects also stopped slipping into spreadsheets.”
Common chimney sweep questions.
Most chimney sweep shops are quoting on the iPad and dispatching from ServTrackr inside the first week. Bring your customers, annual recurring service plans, and pricebook from a CSV or your previous system. There is no IT engagement and no six-week onboarding.
Yes. Annual service plans auto-charge the card on file on the schedule you set, typically before burn season. Customers get text reminders ahead of each visit and the office sees the renewal cycle on the schedule weeks in advance. The customer portal lets them reschedule, skip a service, or view past invoices.
Yes. The pricebook holds inspection and cleaning rates per flue and per chimney, alongside add-on pricing for cap install, damper replacement, waterproofing, and other repair line items. The tech picks the right items on the iPad and the quote totals itself.
Yes. After the inspection, the tech opens the quote on the iPad, attaches photos of findings, picks repair line items from the pricebook, and the customer e-signs at the hearth. Take a deposit on accept or schedule the repair work in the same flow.
Yes. Project records span multiple days with day-by-day crew assignment, phased billing (50% deposit, balance on completion, or custom split), and photo documentation per phase. Material and labor costs roll up per project so margin is visible from the project record.
Yes. Inspection requests captured from customers feed straight to the office to schedule. Existing annual customers can also reschedule or skip an upcoming service from the customer portal.
Yes. The mobile app captures quotes, photos, signatures, and job completion offline and syncs the moment the truck is back in coverage. The on-site quote does not stop because the property has no signal.
Pricing is per-tech per-month with no setup fee and a 14-day free trial. Most 1- to 4-truck chimney sweep shops land on the standard tier. Talk to sales for shops migrating from ServiceTitan, Jobber, or Workiz, there is a structured migration path and a tier discount for annual billing.
Book your next annual cycle this week.
Free 14-day trial. No credit card. Most chimney sweep shops are scheduling annual customers within 48 hours.
Or talk to sales if you're switching from ServiceTitan, Jobber, or Workiz.