Lumi-CRM | The CRM Built for Contractors
In Development · Waitlist Open

The CRM Built
for Every Contractor.

Stop forcing your business into software built for someone else.
Lumi-CRM is purpose-built for field service contractors —
from roofing to pest control, lighting to lawn care.

ServiceTitan Lumi-CRM. Simpler. Built for you.

Built for every trade

🏠 Roofing
🌿 Lawn Care
🐛 Pest Control
💡 Lighting & Electrical
🏗️ Construction
🔨 Renovations
❄️ HVAC & Plumbing
🎨 Painting
🏠 Roofing
🌿 Lawn Care
🐛 Pest Control
💡 Lighting & Electrical
🏗️ Construction
🔨 Renovations
❄️ HVAC & Plumbing
🎨 Painting
lumi-crm.com
Lumi-CRM Dashboard Lumi-CRM Contacts Lumi-CRM Contact Card Lumi-CRM Contact Deals Lumi-CRM Schedule Lumi-CRM Route Creation Lumi-CRM Invoices Lumi-CRM Invoice Example Lumi-CRM Payment History Lumi-CRM Documents Lumi-CRM Templates Lumi-CRM Inventory Lumi-CRM Measure Area Lumi-CRM Measure Rooflines Lumi-CRM Analytics

Everything You Need

One Platform.
All Your Operations.

Eight tools built specifically for how field service businesses actually run — no bloat, no workarounds, no learning curve.

📋
Lead & Pipeline Tracking

Never lose a lead again. Track every prospect from first contact to signed contract with a visual sales pipeline built for contractors.

📅
Job Scheduling

Schedule jobs, assign crews, and manage your calendar without the back-and-forth. Everything syncs in real time across your team.

💵
Invoicing & Estimates

Send professional estimates and invoices directly from the platform. Get paid faster with built-in payment tracking.

🔔
Automated Follow-Ups

Stop letting leads go cold. Set up automatic follow-up sequences so your pipeline stays warm without the manual effort.

👥
Customer Database

A full contact history for every customer — past jobs, notes, invoices, and communications all in one place.

🚗
Route Creation

Optimize crew routes automatically. Less windshield time, more jobs per day, lower fuel costs.

✍️
Contract Signing

Send contracts and get them signed digitally — right from the platform. No printing, no scanning, no delay.

📈
Revenue Dashboard

See exactly where your business stands. Revenue by month, job completion rates, pipeline value, and team performance at a glance.

Feature Spotlight

Built Around
How You Work.

Every feature in Lumi-CRM was designed around the real workflows of field service contractors.

01 — Pipeline

Your Sales Pipeline,
Finally Under Control.

See every lead, every stage, every follow-up — in one visual board. Know exactly where each job stands and what needs your attention today.

Drag-and-drop pipeline stages
Automatic follow-up reminders
Lead source tracking
Win/loss reporting
Lumi-CRM Pipeline View
02 — Scheduling

Schedule Jobs.
Dispatch Crews. Move Fast.

A scheduling system built for the speed of field service. Assign jobs to crews, manage conflicts, and keep every technician on track — from any device.

Drag-and-drop calendar
Crew assignment and availability
Job status updates in real time
Customer appointment notifications
Measure property area from satellite view
Trace rooflines for accurate estimates
Lumi-CRM Scheduling Lumi-CRM Measure Area Lumi-CRM Measure Rooflines
03 — Route Creation

Smarter Routes.
More Jobs Per Day.

Stop wasting hours driving inefficient routes. Lumi-CRM maps out the most efficient path for each crew automatically — saving time and cutting fuel costs.

Auto-optimized daily routes
Multi-stop crew routing
Real-time GPS tracking
Route history and mileage logs
Lumi-CRM Route Creation Lumi-CRM Guest Routes
04 — Contracts & Invoicing

Close the Job.
Get Paid. Done.

Send estimates, collect digital signatures, and issue invoices — all without leaving Lumi-CRM. Less admin, faster payments, cleaner records.

Professional estimate builder
Digital contract signing
Invoice generation and tracking
Payment status at a glance
Lumi-CRM Invoices Lumi-CRM Invoice Example Lumi-CRM Payment History Lumi-CRM Contact Deals
05 — Analytics

Know Your Numbers.
Grow Smarter.

Real-time dashboards and reports that show you exactly where your business stands — revenue, inventory, geography breakdowns, and more.

Revenue and performance dashboards
Inventory tracking and analytics
Geographic service area insights
Custom reports and data exports
Lumi-CRM Analytics Lumi-CRM Dashboard Lumi-CRM Inventory Lumi-CRM Inventory Analytics Lumi-CRM Geography Lumi-CRM Revenue

Why Switch

Lumi-CRM vs.
ServiceTitan.

ServiceTitan is built for large enterprise operations. Lumi-CRM is built for the contractor in the field who needs powerful tools without the enterprise price tag or complexity.

Feature
ServiceTitan
Lumi-CRM
Built for small-mid contractors
Simple monthly pricing
No long-term contracts required
Pipeline & lead tracking
Job scheduling & dispatch
Contract signing
Route optimization
Setup without a dedicated IT team
Pricing
$398–$850+/mo
Coming Soon

Ready to Run Your Business
the Right Way?

Join the waitlist and be among the first contractors to get access when Lumi-CRM launches.

No credit card required. No commitment. Just early access.