Field service CRM software

Field service CRM software for owners and small crews.

FieldCRM is a CRM for field service businesses that keeps customer details, service locations, Work Orders, estimates, scheduling, job and payment status, notes, photos, files, and follow-ups in one connected workspace.

Explore a sample business with no account or card. Changes are temporary; nothing is sent or charged.

See how it works
  • 14-day free trial
  • Card required · $0 today
  • Plans from $29/month
  • No annual contract
FieldCRM sample customer workspace capture with job sites, Work Orders, quote queue, and next action context.
FieldCRM mobile Customer page showing contact details, next best action, job sites, and connected work.
Sample workspace · Fictional business data

Try it without surprises

Know exactly what happens next.

You do not need a sales call to begin. Pricing and trial terms are shown before you confirm.

  1. 01

    Set up your workspace

    Create the account and choose the business type that most closely matches your work.

  2. 02

    Use the real product

    Add a card securely. You pay $0 today and get 14 days to test the complete core workflow.

  3. 03

    Keep it or cancel

    Solo is $29 per month after the trial unless you cancel beforehand. There is no annual contract.

Built for field service owners who manage customers and real work

A general CRM or contact list stops at names and sales notes. FieldCRM keeps the service history beside the customer, so an owner-operator or small crew can see what was requested, quoted, scheduled, completed, paid, and due for follow-up.

What stays with the customer

The record grows with the relationship instead of scattering the story across separate tools.

Customer and company details

Service addresses and access notes

Work Orders and estimate history

Quote decisions and payment status

Scheduled and completed jobs

Notes, photos, files, and follow-ups

One relationship record from first call to follow-up

Each step adds context to the same customer instead of starting the story over.

  1. Create the customer and service location

    Save the contact, property or job site, preferences, access details, notes, and files where the team can find them.

  2. Connect the Work Order and estimate

    Capture the requested work, price it, and keep the customer-facing quote decision attached to the opportunity.

  3. Track the job and payment context

    See scheduled work, completion details, and the payment status that belongs to the customer story.

  4. Create the next follow-up

    Record the next customer touch so repeat work, open decisions, and relationship tasks stay visible.

FieldCRM sample desktop Owner Dashboard with priority work, operations, and money context.
FieldCRM sample mobile Owner Dashboard showing recommended priorities and the customer-to-cash workflow.
Sample workspace · Fictional business data

See what needs attention without rebuilding the story

The Owner Dashboard brings work, money, and customer follow-through into one decision view while the full record remains available behind it.

  • See open Work Orders and quote decisions
  • Keep customer and job-site history together
  • Review scheduled work and payment context
  • Find the next owner-created follow-up

Control and trust

FieldCRM keeps the owner in control

FieldCRM can surface saved context and a suggested next move. It does not contact customers, schedule jobs, or complete work without an explicit owner action.

Field service CRM questions

What makes field service CRM software different from a general CRM?

Field service CRM software connects the customer to service locations, Work Orders, estimates, scheduling, jobs, payments, notes, photos, and follow-ups instead of stopping at sales-contact information.

Can I use FieldCRM for customer management and field service work?

Yes. FieldCRM keeps customer and job-site history connected to the work, including requests, estimates, quote decisions, scheduled jobs, payment status, notes, photos, and next follow-ups.

Can one customer have multiple service locations?

Yes. FieldCRM can keep multiple job sites or service addresses connected to the customer, along with the work and notes for each location.

Can I use FieldCRM from the field?

Yes. FieldCRM works in a web browser on phones, tablets, laptops, and desktops.

Does FieldCRM automatically contact customers or dispatch jobs?

No. FieldCRM keeps the next action, scheduled date, and assigned person visible, but customer communication and job decisions remain explicit owner or team actions.

Give every customer and job one clear home.

Add a card to start a 14-day trial with full core workflow access for $0 today. Plans start at $29 per month after the trial unless you cancel.