01
Know what needs attention
Open one Owner Dashboard and see the highest-value next action, backed by the record.
The all-in-one field business partner
Run the work.
Remember the next move.
From first call to paid job, FieldCRM keeps customers, Work Orders, estimates, approvals, payments, scheduling, closeout, and follow-ups connected—so the next step is clear.
02
Keep the whole customer story
Job sites, Work Orders, quotes, notes, files, jobs, payments, and follow-ups stay connected.
03
Make approval easier
Send a branded customer page for quote review, approval, signature, and payment when enabled.
04
Finish without losing follow-through
Schedule won work, capture closeout evidence, then create the next owner task.
See the product you get
One connected workflow. No feature maze.
FieldCRM turns the real customer-to-cash workflow into clear owner actions across the Customer workspace, quote approval, Job calendar, Follow-Ups, Analytics, and revenue views.
Quote decisions and next actions
Track quote decisions and next actions in one place.
The Quote desk shows open value, approval state, connected Work Order context, and the next owner action so nothing waits without a clear move.
Scheduling and jobs
Schedule only the work that is really ready.
The Schedule view shows confirmed scheduled work by day, week, or month so owners can see what is actually on the calendar and what still needs action.
Revenue and follow-up
Follow up before money or relationships go quiet.
Follow-Ups and revenue views show open customer touches, money left to collect, and the recommended next move without fabricating outreach or automatic progress.
Ready wherever work happens
Your business partner goes wherever the work takes you.
Open the same clear FieldCRM workspace from the office, kitchen table, truck, or job site. Priorities, scheduling, customer context, and money stay connected across laptop, tablet, and phone.
Owner command center
Schedule
On the go
A real field-service path
One customer record. Seven clear checkpoints.
Follow an illustrative service record from first call through paid work and the next owner-created relationship task.
Create customer, Create Work Order, Build estimate, Send approval—then keep each real business event attached to the record.
Illustrative record—not live customer data or automatic progress.
Willow Avenue HVAC repair · Residential serviceExample quote · $2,480
- Step 1 of 7: Captured
New lead
- Source
- Customer call
- Next action
- Create the customer and Work Order.
- Step 2 of 7: Owner reviewed
Qualified prospect
- Fit
- Service area confirmed
- Next action
- Confirm scope, urgency, and timing.
- Step 3 of 7: Draft ready
Estimate built
- Example value
- $2,480 estimate
- Next action
- Review scope and line items.
- Step 4 of 7: Awaiting decision
Quote sent
- Delivery
- Owner-triggered
- Next action
- Follow up on customer approval.
- Step 5 of 7: Customer approved
Job won
- Value
- $2,480 approved
- Next action
- Schedule the approved work.
- Step 6 of 7: Explicit milestones
Service scheduled & completed
- Record truth
- Schedule and closeout stay separate
- Next action
- Finish the completion checklist.
- Step 7 of 7: Owner directed
Paid & follow-up
- Growth
- Payment and relationship history
- Next action
- Create the next follow-up task.
The public quote page supports customer review, approval, signature, and payment when enabled. Payment never schedules or completes a job; scheduling, closeout, communication, and follow-up remain explicit owner actions.
Trust the workflow
Helpful business guidance without fake progress.
The product focuses on the actual service work and protects the truth between customer decisions, money, scheduling, and completion.
One next action, backed by the record
Shared action logic answers “Which Work Order needs an estimate?” and “Which approval needs a follow-up?” from real tenant-scoped records. It explains what to do next without inventing progress.
Money never fabricates work
A successful payment can move the quote and invoice to paid. It never silently schedules a job or marks service complete.
Guidance without hidden outreach
FieldCRM can recommend a practical revenue-moving action and hold an owner-created follow-up. Communication remains owner-triggered.
Starts in your language
Practical defaults for 26 service business types.
Choose the closest business type for relevant rate units, service context, and catalog defaults.
Questions before you start
Clear answers. No feature maze.
Every plan includes the connected workflow. Choose based on how many people need access.
Compare plans →How does the free trial work?
Create an account and use FieldCRM's full core workflow for 14 days with no card required. If you do not subscribe, your saved workspace becomes read-only.
Who is FieldCRM built for?
Owner-operators and small field service teams that want customers, work, money, and follow-through in one practical workspace.
Can customers approve quotes and pay online?
Yes. A branded quote page supports customer review, approval, signature, and Stripe payment when your payment policy says money is due.
Does FieldCRM contact customers automatically?
No. Follow-ups are visible owner tasks. Customer communication remains owner-triggered so the business stays in control.
Can I use it away from the office?
Yes. The workspace is designed for phone, tablet, laptop, or desktop, with light and dark workspace support.
14 days free · no card required
See your whole operation—and the next move—in one place.
Try the full core workflow for 14 days. Then keep it from $29 per month.