Everything you need to know about Amp CRM.
Log in, go to Settings > Business Profile, and enter your company name, license number, service areas, and trade specialties.
Yes! Go to Contacts > Import and upload a CSV file. Map your fields to Amp CRM's standard format.
Yes! All plans include a 14-day free trial with no credit card required. You get full access to all features to see if Amp CRM works for your business.
Navigate to Jobs > New Job. Select the customer, add line items from your pricing templates, and send the estimate directly from the job screen.
Absolutely. Use our pipeline view: Lead → Scheduled → In Progress → Pending Approval → Completed → Invoiced.
Open any job and click "Assign Team Member." You can assign based on availability, skill set, or geographic proximity.
Yes. Go to Settings > Templates > Invoices. Add your logo, terms, and customize line item layouts.
We support Stripe, Square, and PayPal. Customers can pay online via a secure link.
Currently, Amp CRM exports to CSV which imports directly into QuickBooks, Xero, or other accounting software. We support exporting invoices, customer lists, job reports, and revenue summaries. Direct sync is on our roadmap.
Amp CRM offers three plans:
Solo ($49/month) - Perfect for solo electricians. Includes unlimited customers, jobs, and storage, full dispatch board, automated reminders, custom templates, and priority support.
Team ($89/month) - Up to 5 guys. Everything in Solo plus advanced reporting, priority support, API access, and custom branding.
Business ($199/month) - Unlimited users, white-label, higher API limits, priority queue, and dedicated support.
Annual billing saves 20%.
Yes! You can export all your data at any time from Settings > Export. Available formats include CSV for customers, jobs, and invoices, plus PDF for invoices and reports. Your data remains accessible for 30 days after cancellation. We never lock in your data.
Check that your pricing templates have both a labor rate and material markup defined. Go to Settings > Pricing Templates to verify.
Ensure calendar sync is enabled in Settings > Integrations > Calendar. For iOS, use CalDAV; for Android, use Google Calendar sync.
Yes! The app works offline for viewing existing jobs and adding notes. However, you'll need an internet connection to: send estimates/invoices, sync with the cloud, receive real-time notifications, and update customer information. Any changes made offline will sync automatically when you reconnect.
Email support@ampcrm.com or use the in-app chat. Business hours: Mon-Fri, 8am-6pm MST.