AI-Powered CRM & Marketing for Home Service Pros
Grade: D — Score: 45/100
Rebolt leverages AI technology to provide home service professionals with a comprehensive CRM and marketing solution. The platform is designed to enhance online visibility, streamline lead conversion, and optimize customer interactions.
With features that include quoting, scheduling, invoicing, and payment processing, Rebolt simplifies workflows for service businesses. Users can manage all aspects of their operations from a single platform, ensuring efficiency and effectiveness in their service delivery.
By integrating marketing and CRM functionalities, Rebolt mitigates the risks associated with fragmented systems. This cohesive approach allows businesses to focus on growth while minimizing the complexities of managing multiple tools.
CRM: $82/month billed yearly or $99/month billed monthly
Marketing Kit: $250/month billed yearly or $299/month billed monthly
Full Platform: $290/month billed yearly or $349/month billed monthly
Voice Agent Add-On: Starting at $99/month
Consider switching to Jobber: Jobber offers similar CRM and scheduling functionalities tailored for service businesses.
Rebolt combines lead management, client records, scheduling, jobs, quotes, invoices, payments, website management, reviews, social publishing, and Google Business Profile tools in one platform. The Full Platform combines the CRM and Marketing Kit, while the CRM and Marketing Kit can also be purchased separately. Some businesses may still keep specialist systems because certain connections are narrower than a full replacement, such as the one-way QuickBooks Online sync.
Yes. Rebolt documents mobile workflows for clients, scheduling, jobs, quotes, invoices, reviews, social media, messaging, and time tracking. Crew members can create and update jobs, manage appointments, log time, and work with quotes from mobile. Some administrative areas remain desktop-only, including the Payments section and Website Site Editor.
Yes. Rebolt supports automation rules triggered by events such as client creation, appointments, quotes, invoices, and payments, with email, SMS, or both as delivery channels. Users can choose the recipient and timing and write the message with merge tags. Rebolt notes that some events, such as appointment rescheduling or cancellation, require a custom automation if the customer should be notified.
Rebolt integrates with QuickBooks Online for clients, invoices, payments, deposits, refunds, ACH returns, and chargebacks. The documented sync is one-way from Rebolt to QuickBooks Online, so changes made directly in QuickBooks do not sync back into Rebolt. Rebolt Pay is required for payment and deposit syncing, while client and invoice syncing can work independently of Rebolt Pay.
Rebolt publishes migration guidance for several systems, including QuickBooks, using exported files and a support-assisted import process. The exact data that transfers depends on the source system and the available export. Buyers should confirm the specific records they need to preserve before switching rather than assuming every historical field or payment credential will transfer.
The business retains its domain and the content it supplied, while standard cancellation ends Rebolt hosting and does not include a standalone website export. Rebolt's Terms separately document a $5,000 website buyout that includes a one-time export of static website files. That buyout excludes Rebolt's proprietary backend systems, automations, dashboards, ongoing support, and future updates.
Yes. Rebolt generates a branded client portal that customers open from a unique link, with no account, password, or app required. Clients can review quotes, approve or reject them, view invoice and project information, and pay open invoices when payment functionality is enabled.
Rebolt Pay lets clients pay invoices by credit card, debit card, or ACH, with supported funds deposited to the connected bank account. Rebolt documents credit-card fees of 2.9% plus $0.30 and ACH fees of 1% plus $0.30, while debit-card fees vary by issuing bank. Rebolt Pay is limited to US-based businesses, requires application and approval, and its Payments administration area is desktop-only.
Rebolt describes the Voice Agent as an AI-powered phone assistant that can answer calls, capture lead details, and route inquiries. It is an optional add-on rather than part of every base plan. Rebolt's pricing documentation says it starts at $99 per month and can be added to any plan.
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