• Ask for feature list from GPT of a CRM that contractors use.
• Ensure syncing with Quickbooks for all invoices. connection through integrations page in settings
• Signup page that gives them access to the basics plan for the TEXTCRM FOR $97/month and if they don’t have an already existing GHL account they’ll need to bundle for $50 to get access to their ghl account.
  • Things to remember… if they have their own subaccount in another agency… they’ll need a snapshot. If they buy a subaccount in our agency, they’ll need a preloaded snapshot and the SaaS plan linked to their acount off the purchase of the stripe plan directly on the platform. DO NOT want them to have to go to ghl to sign up. Should be all within TEXTCRM and done through api.
• Will need a simple app or some way to pull the location data of the users phones for gps locating For time on jobsite tracking