Sweeps, inspections, caps, crowns, stainless liners, tuckpointing, and fireplace facelifts—connected from first call to paid renewal.
Estimates & proposals
Line-item sweeps, camera inspections, liner kits, and masonry repair your techs can defend.
E-signature
Roof access waivers, scope approvals, and annual plan enrollments signed in minutes.
Invoicing & payments
Collect on the truck or send a pay link—card, ACH, Apple & Google Pay.
Recurring payments
Annual sweep memberships and dryer-vent add-ons bill automatically.
Job management
Dispatch, inspections, installs, and warranty callbacks on one board.
Schedule & calendar
Route-friendly bookings with rain-day buffers your CSRs can trust.
Customer management
Flue type, last sweep date, HOA gates, and appliance notes in one profile.
Technician app
Scope video clips, CO readings, photos, and signatures sync before you leave the curb.
Inventory control
Brushes, rods, caps, firebrick, refractory mix, and PPE with low-stock alerts.
Expense management
Tag lifts, gas, permits, and marketing to the route or job that earned them.
Reports & analytics
Close rate by lead source, average ticket, and membership attach rate at a glance.
File management
Inspection PDFs, manufacturer spec sheets, and before/after photos organized per job.
Estimates & proposals homeowners understand
Line-item level 1 or 2 inspections, power sweeps, stainless liners with insulation, chase covers, crown rebuilds, and tuckpointing—then send a branded proposal they can approve from their phone.
Good / better / best packages
Dryer vent cross-sell blocks
One-click send for e-signature
Estimate #EST-5518 · Birch LnViewed
Level 2 inspection + video$289
Power sweep & debris removal$199
6"×25' stainless liner kit$3,450
Total$3,938.00
Invoices & online payments
Collect on the roof or send a pay link before you roll the truck—with reminders so winter rush tickets do not age out.
Visa, Mastercard, ACH, Apple & Google Pay
Deposits for liner installs
Export-friendly for QuickBooks
Invoice #INV-7721 · Alder HOAPaid
$4,280.00
Pay now
Visa · Mastercard · ACH · Apple Pay · Google Pay
Job board from dispatch to warranty
See inspections, sweeps, installs, and callbacks without calling every lead tech—dispatch and owners share one live board.
Columns for booked → active → follow-up
Rain-day and roof-safety holds flagged
Tags for commercial property managers
Jobs board · this week
Scheduled
L2 + sweep · K. Diaz 9a
Cap replace · Ridge Rd
Active
Liner install · Maple
Follow-up
Crown seal cure check
Annual sweep memberships
Auto-generate renewal work orders, text reminders, and stored cards so repeat sweeps do not fall off when fall gets busy.
Per-flue or per household pricing
Dryer vent add-on prompts
CSR-friendly reschedule tools
Upcoming renewals
Annual sweep · NguyenSep 6
Membership + dryer vent · PatelSep 9
HOA bulk route · PinewoodSep 14
E-signature & roof access
Capture ladder placement approval, interior floor protection, and liability acknowledgements before boots hit the roof.
Templates for one- vs. two-story
Reminder nudges for unsigned waivers
PDFs auto-filed to the job
Roof access · #JOB-882
Scope & pricingSigned
Interior protection addendumSigned
Drone photo consentPending
Expense management
Tag lift rentals, new rod sets, gas, permits, and Google LSA spend to the route or job that earned the revenue.
Receipt photos from the truck
Per-tech and per-job rollups
Marketing source tagging
Recent expenses
28' ladder lift (1 day)$285
Flex liner rods · stainless$420
LSA lead credits · Aug$640
Inspection PDFs & photos in one vault
Written reports, manufacturer spec sheets, interior and crown photos, and COIs stay attached to the job—not buried in camera rolls.
Standardize clearances, smoke chamber photos, CO testing, and camera notes—so every tech documents the same critical points.
Mobile checklists per NFPA-style workflow
Timer + photo prompts at each step
Supervisor review before PDF send
L2 inspection · Tech M. Ortiz
On roof
00:42
Camera run done
Reports & accounting overview
Margin by service line, membership attach rate, average ticket, and AR aging—so you staff shoulder season with data, not guesswork.
P&L snapshots by month
Labor & materials burden per job
Route density dashboards
Profit & loss · May 2026
Income $118.4k · direct cost $36.2k
BEN AI — Your 24/7 AI assistant
BEN AI answers calls, books inspections and sweeps, qualifies leads, sends follow-ups, and helps grow your chimney business 24/7.
“We smell smoke in the living room when the fireplace is off—can someone check the flue this week?” · Homeowner · 4:22p
I can outline our level 1 vs. level 2 inspection, share typical turnaround, and book the next opening on Route North. Want a text link to upload a quick photo of the hearth?
Answers for owners comparing CRM options, inspection workflows, memberships, inventory, and AI tools for booking sweeps.
What is chimney sweep and chimney repair business software?
Chimney sweep and chimney repair business software helps hearth and chimney companies capture call and web leads, build estimates for level 1 and 2 inspections, sweeps, flue repairs, cap and crown rebuilds, liner installs, tuckpointing, and fireplace facelifts, schedule trucks and CSIA-style technicians with route-friendly calendars, track jobs from dispatch to completion with checklists and interior and exterior photos, manage annual sweep memberships and dryer vent add-ons, stock brushes rods vacuums sealants and caps with low-stock alerts, invoice and collect card or ACH on site or after service, tag lift rentals marketing and PPE expenses to jobs, and see profitability by route technician or service line—all from one dashboard.
Can chimney companies store inspection reports and photos in one place?
Yes. Better Sales Pro supports organized file management and client portal workflows so homeowners can access inspection PDFs, sweep receipts, before-and-after photos, and invoices without scattered email threads—while your crew keeps signed waivers, ladder access notes, and warranty paperwork in one vault.
Does Better Sales Pro include AI for chimney services businesses?
BEN AI can help answer common questions about service areas, how often to sweep, and how to schedule an inspection or sweep, qualify leads, book appointments, and support follow-ups—see the BEN section on this page and the dedicated BEN overview for details.
Ready to grow your chimney business?
Join sweeps and repair crews who use Better Sales Pro for leads, inspections, memberships, scheduling, field checklists, payments, inventory, files, and five-star reviews.
