Up and running with our first company

One place to run your in-home sales business.

Leads, appointments, jobs, customers and commissions — with the consent and cancellation rules of in-home selling already handled for you.

Built for water treatment, HVAC, roofing, pest control and dealer networks.

Pipeline — North Texas
New lead4
Water test request
Web form 2h ago
Referral — M. Alvarez
Referral 5h ago
Callback, 75204
Inbound 1d ago
Appointment3
In-home — Tue 4:00 PM
Consent on file
Video — Wed 10:00 AM
Consent on file
Sold2
Whole-home system
2 days to cancel
System + annual plan
1 day to cancel
Installed6
Kowalski — complete
Commission earned
Bennett — complete
Commission earned

Made for the way these businesses actually sell

Water treatment HVAC Roofing Insulation Pest control Restoration Dealer networks

Why we built it

Most field software was built around the truck.

Selling in someone's living room is a different business from dispatching a repair. There's a pitch, a price, a signature and a cooling-off period — usually in one visit, usually by a rep working on commission.

The sale is the main event

Not a note added after the crew leaves. The appointment, the offer, the signature and the days that follow are real records you can look up.

The rules are built in

Consent, cancellation windows and commission conditions live in the system itself. It stops things quietly rather than trusting somebody to remember on a Friday.

One company, many brands

Dealer networks were the starting point, not an afterthought. Every company is walled off from the others, and adding one is filling in a form.

What's handled for you

In-home selling has rules.
We built around them first.

Every company that sells in someone's home deals with the same handful of legal realities, whatever it's selling. These come with the platform and you set them up once — they're not add-ons, and they're not something you have to keep in your head.

Permission to contact

Every opt-in is saved with the exact wording the customer saw and the date it applied. Nothing gets edited later — if someone opts out, that's a new entry. And nothing goes out without a matching record.

Cancellation window

A cooling-off period on every in-home sale, set to whatever the law and your policy require. Scheduling the install, paying the commission and sending the financing can all wait for the window to close automatically.

When commission is earned

You decide what "earned" means — job done, window passed, funded. Change the rules and it applies going forward. Nothing ever needs clawing back, because nothing pays early.

Your own texting number

Every company texts under its own registered name, from its own number. Never a shared one, never ours. If a company hasn't registered yet, it simply can't send.

What reps can say

Keep a list of the claims your reps are allowed to make, and the ones they aren't. Templates and AI drafting check it before anything reaches a customer.

A record of everything

Who changed what, when, and what it looked like before — across people, leads, proposals, payments, commissions and job status. Yours to export any time.

What's inside

One system from first knock to renewal.

Turn on what you need. Nobody pays for a dispatch board they'll never open.

Leads and pipeline

Everything from your forms, site and campaigns lands in stages you name and reorder yourself.

Appointments

In person, video or phone, on your reps' real calendars, with a booking page customers actually finish.

Customers and jobs

One record per household with documents, notes and history — plus a portal where the customer sees their own.

Products and plans

Equipment, installs and recurring service, each with its own pricing, tax and commission rules. Invoiced separately, the way your bookkeeper wants.

Reps and territories

Who sees what is a setting, not a rebuild: their customers, their branch, their territory.

Referrals

Codes and share links customers pass on themselves, with rewards that only appear once the job is actually done.

Payments

Your merchant account, not ours. Deposits, balances and recurring billing show up under your name.

Reporting

Close rates by rep, branch and appointment type. Pipeline age. Recurring revenue. The numbers you ask for on Monday.

The tools you already use

Your CRM, calendar, texting and payment accounts connect as your own. Keep what works and replace it later if you want.

Dealer and franchise networks

Every dealer gets their own front door.

If you sell through dealers, each one gets their own branded version — their own web address, look, pricing and territory — starting from the defaults you set once at the top. Their customers are theirs. Yours stay yours, and neither side can see the other's.

Already have a website? Keep it. Your site stays exactly where it is. You point one address at us — something like my.yourcompany.com — and that's where your team and your customers sign in. They never see our name anywhere.

Where we're at

Early on purpose, and honest about it.

Live with our first company

ChadsCart SaaS is running a home-services company end to end today — from the first lead through the install and the recurring service after it. Everything on this page was built against a real business with real customers, not a demo.

We're taking on a small number of companies at a time rather than opening sign-ups to everyone, so each one gets set up properly and we stay close to how it's really used. If your business looks like the ones above, it's worth a conversation.

Tell us how you sell.

The quickest way to know whether this fits is a short conversation about your sale — how the lead comes in, who runs the appointment, what happens between the signature and the install, and how your reps get paid.

Based in Dallas, Texas.