Hearth CRM Software Built for the Real World

Schedule smarter. Sell more. Serve better. All from one platform.

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When customers start calling for sweeps and installs, you need more than a calendar and a clipboard.

Sticky notes, spreadsheets, and disconnected apps might get you through a slow month—but they fall apart when the season heats up.

Disjointed tools create extra work, but they also create real business risk. You’re losing time to manual entry, losing money to inefficiencies, and potentially losing customers to competitors who seem better organized and more responsive. 

Calls get missed. Jobs get double-booked. Inventory runs short because no one told the office you’re out of 6″ liners. Also? Good luck remembering if that customer already paid for their stove install when you can’t find last week’s invoice.

RB’s all-in-one Hearth CRM System is purpose-built for the unique demands of chimney and hearth businesses. From repeat service tracking to job costing and route optimization, our software brings your operations under one roof so your team can do more with less.

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Why You Need a Hearth CRM (Not Just a Scheduler)

Seasonal demand hits fast. Your customers expect easy and seamless service.

Fall and winter are your money-making months, and your business is about much more than keeping a calendar full.  It’s about running a tight, seasonal operation where service, retail, and installs all collide. A basic CRM or scheduling app won’t cut it, because your needs are more complex.

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Stay Ahead of the Seasonal Surge

The fall rush can make or break your year. RB helps you get ahead of it with recurring service scheduling and automated booking reminders, so you’re not chasing appointments when the cold weather hits.
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Give Your Techs Superpowers in the Field

When your techs have everything they need on their mobile device, they can update job notes, upload service photos, check inventory, and even take payments—no more lost paperwork or messy follow-up.
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Quote, Bill, and Close Faster

From quoting fireplace installs to billing for sweep packages, RB’s CRM ties together job costing, invoicing, and payment processing so your cash flow keeps pace with your workload.
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All Your Customer Info, Finally in One Place

With RB’s Hearth CRM, you can stop bouncing between apps—or worse, flipping through folders. Everything you need is stored, synced, and searchable.

  • Complete Customer Profiles: See the full picture with purchase history, service records, job photos, equipment specs, and even special instructions all in one place.
  • Smarter Segmentation: RB lets you categorize customers by loyalty, location, service type, or anything you define—making targeted marketing and outreach simple.
  • Internal Team Communication: Leave notes, set reminders, and trigger alerts for your team. From the office to the field, everyone stays aligned and informed.

Bonus: Attach invoices, quotes, files, or images directly to each customer record. No more digging through emails to find what you need.

Donna Reed
Total Pool Care

“Our business runs so much more smoothly & efficiently since we started using RB. Their customer support is fantastic! We feel it was well worth the investment and it saves us time and money in running two stores. We’re very happy that we decided to try it.”

Paula Baker
PoolTex

“I have been with RB Pool and Spa since April 2005; I have nothing but praise for the staff at RB Pool and Spa Software. Each & every time I call I talk to a real person and our problem or my goof-ups are corrected immediately. So thank you for being my business partner and may we continue being successful as partners.”

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What Sets RB’s Hearth CRM Apart?

While other solutions require you to cobble together third-party apps—or worse, manually update spreadsheets—RB unites POS, CRM, scheduling, job costing, and marketing in one clean system. And unlike big-box software that’s built for every industry and tailored to none, we have spent over 20 years listening to the real needs of seasonal service and retail businesses.

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Route Optimization That Actually Works

Cluster jobs by zip code, reduce drive time, and fit more calls into every day.
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Real-Time Inventory Visibility

Know what’s on the shelf, on the truck, and what’s already been promised in a quote.
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Mobile Tools for Techs in the Field

Let your team update records, upload photos, and take payments on-site—all without calling the office.
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POS + Payments in One System

No more bouncing between your cash register, service app, and accounting software.
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Job Costing That Protects Your Profit

Quote smarter and track actual costs so you know which jobs are truly worth it.

Whether you’re running a small operation or scaling to multiple locations, RB grows with you.

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22 Things to Know About Chimney Point of Sale Software

Running your chimney and hearth business with the wrong tools can cost you more than you think: lost jobs, missed revenue, inventory errors, and customer churn. Before you invest in another generic CRM or “lite” scheduling app, download this complimentary guide to learn:

  • What features actually matter for seasonal service businesses
  • Where most hearth businesses lose time and money (and how to fix it)
  • How to compare CRMs and POS systems apples-to-apples
  • What hidden costs to watch out for before you commit

Whether you’re replacing outdated software or starting fresh, this guide will help you make a smarter, more profitable decision.

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Hearth CRM FAQs

With RB’s Hearth CRM, you can stop bouncing between apps—or worse, flipping through folders. Everything you need is stored, synced, and searchable.

  • Complete Customer Profiles: See the full picture with purchase history, service records, job photos, equipment specs, and even special instructions all in one place.
  • Smarter Segmentation: RB lets you categorize customers by loyalty, location, service type, or anything you define—making targeted marketing and outreach simple.
  • Internal Team Communication: Leave notes, set reminders, and trigger alerts for your team. From the office to the field, everyone stays aligned and informed.

Bonus: Attach invoices, quotes, files, or images directly to each customer record. No more digging through emails to find what you need.

What is a Hearth CRM?

A Hearth CRM (Customer Relationship Management system) is a software platform specifically designed to help chimney and hearth businesses manage customer data, service scheduling, inventory, quotes, and payments—all in one place. Unlike generic CRMs, it’s built to handle the seasonal rush and field service complexity of chimney sweeps, stove installs, and recurring maintenance.

How is RB’s Hearth CRM different from other software?

RB’s Hearth CRM was purpose-built for seasonal service and retail businesses. It combines point-of-sale, scheduling, job costing, mobile field tools, and inventory tracking so you don’t need to juggle multiple apps or spreadsheets. Plus, it comes with U.S.-based support and unlimited training at no extra cost.

Can I use RB's CRM for both service and retail sales?

Yes. RB’s Hearth CRM integrates point-of-sale tools with customer records and service scheduling, making it easy to manage in-store transactions and field service operations from the same system. You can track purchases, apply loyalty rewards, and schedule follow-up visits all within one platform.

Does this CRM help with chimney sweep scheduling?

Absolutely. RB allows you to pre-load annual chimney sweep appointments, send automated reminders, and assign techs using a drag-and-drop scheduler with built-in route optimization. You’ll spend less time booking and more time servicing.

Can my technicians use the Hearth CRM in the field?

Yes. With RB’s Mobile Live feature, your technicians can view service history, upload photos, update records, take payments, and even send digital door hangers—all from a mobile device. It reduces paperwork and speeds up job completion.

Does RB's software track customer equipment and service history?

Yes. RB’s Hearth CRM keeps a full profile for each customer, including purchase history, equipment specs, past services, photos, and job notes. This makes it easy to personalize service, identify upsell opportunities, and deliver a more professional experience.

Can I import my existing customer list into RB’s Hearth CRM?

Yes. We’ll help you migrate your customer database, inventory, and service records so you don’t have to start from scratch. Most clients don’t need to invest in any new hardware, and we’ll confirm compatibility before you commit.

What if I already use software for POS or scheduling?

Many chimney and hearth businesses come to RB after outgrowing multiple disconnected systems. RB replaces your POS, CRM, calendar, and service app so your team works faster, your data stays clean, and you save money by consolidating.

Ready to Take the Chaos Out of Chimney Season?

Don’t settle for duct-taped tools and disorganized systems. With RB’s Hearth CRM, everything you need to run your business efficiently is finally in one place.

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