FAQ

The questions shops actually ask

Trial, plans, texting, payments, switching, ChalkBot. Straight answers, then start your free trial.

14 days free. No card needed. From $49 a month after. Cancel in one press.

Trial

How does the free trial work?

Fourteen days, no card needed, one owner seat. After 14 days, a card is required to keep going. ChalkBot is on for those two weeks. After that, Core is $49 a month without ChalkBot, or AI is $99 with ChalkBot. Extra seats are $14 a month once you pick a plan. Cancel in one press. Start your free trial.

How do I start?

Press Start your free trial. No card needed. You are in for 14 days. After that, a card is required to keep going.

Plans

What does it cost after the trial?

Core is $49 a month. AI is $99 and keeps ChalkBot. Extra seats are $14 a month. You plus two helpers is $49 + $28, or $99 + $28. See pricing for everything included.

Can I add extra people during the free trial?

Not during the free trial. The owner seat is included. Extra seats are $14 a month on either plan, once you pick Core or AI.

What is the difference between Core and AI?

The same toolkit. Quotes, scheduling, invoices, texting, the portal, photos, payroll. The only lasting difference is ChalkBot: on for the free trial, then the AI plan keeps it. See pricing for everything included. See the AI page for how ChalkBot works.

Payments

Do you take a cut of my payments?

No. Card payments run through Stripe at their standard processing rate, straight into your own account. Your subscription is the only thing Chalk charges.

Texting

What does the text number cost?

Email works today. A real text number is included. Sending needs a one-time carrier filing of about $20 (card for that cost, not for the month). Receiving works while that is pending. Already have a number on Quo? Plug it in instead. To send texts, US carriers require a one-time business registration. That is $20.09 added to your next bill, of which $19.50 is the registry and carrier fee we pay on your behalf and the rest is card processing. Chalk keeps none of it, you are only billed once the registration actually goes in, and receiving texts works even before it's done.

Switching

I already use another CRM. Can I switch?

Yes. Import your customer list from a spreadsheet in minutes. Everything you put into Chalk exports back out whenever you want: customers, quotes, invoices, photos. Most shops send their first quote the same week.

Can I cancel?

Yes. Cancel in one press in Settings. It renews monthly until you cancel. There is no annual lock-in. If the trial is enough, you owe nothing. If you are on a plan, you keep working to the last day of the month you paid for, and your data exports whenever you want it.

ChalkBot

Does ChalkBot stay after the free trial?

ChalkBot is on for the free trial. After that it stays on the AI plan at $99 a month. Core is the same toolkit without it. You should review what it drafts before it goes out. See how it works on the AI page.

The shop

How does the customer portal work?

One link where your customer sees their quotes, invoices, visits and receipts. No login for them. More on the product page.

What does the field crew see?

My Day: their stops in order, the gate code, the dog's name, and one tap to say they are on the way. They do not have to see the money. You decide who sees what. More on the product page.

Where do job photos live?

On the job. Before and after shots stay with the work, searchable by customer, ready for the next estimate. More on the product page.

Send a quote this week

14 days free. No card needed. From $49 a month after. Cancel in one press.

Start your free trial