1
Choose your business type
Start with the service model closest to your work so setup language, defaults, and customer details feel familiar.
Service business software that starts where the owner actually works.
FieldCRM gives each account one focused workspace configured around the business type selected at signup, then keeps customers, Work Orders, estimates, quote approvals, jobs, follow-ups, notes, files, photos, revenue context, and next owner actions connected.
26
business types to choose from
1
workspace per selected business type
0
forced annual contracts
Business type setup
Start with the workflow that matches the operator.
Step 1
Customer
Step 2
Work order
Step 3
Estimate
2
Capture and price the work
Collect the customer, location, access notes, work order, estimate details, follow-up, and history in one place.
3
Run the day from FieldCRM
See what needs attention, what can turn into revenue, and which customers need the next touch.
Specific setup
The workspace starts with the service model closest to the owner’s real work.
Cleaner customer context
Customers, job sites, notes, files, Work Orders, quotes, and follow-ups stay tied to one relationship.
Guided revenue path
Estimates, approvals, payments, and jobs stay connected so money has a clear next action.
Business partner feel
The product is designed to surface risk, opportunity, and next-best actions instead of making owners hunt.
Built for the service businesses that live in the real world.
Each solution starts with business-specific setup details so FieldCRM captures the information an owner actually needs before pricing, scheduling, following up, understanding risk, or moving revenue.
Stop losing customer details in texts and paper notes.
Keep estimate value, quote approvals, work status, and follow-ups connected.
Give owners and teams one simple place to understand the day.
Start focused, then add more workflow depth as the business grows.
Landscaping / Lawn Care
For lawn crews and landscape operators who want repeat visits, customer notes, and seasonal work easier to manage.
Repeat service timingGate, pet, and irrigation detailsOutdoor pricing and material preferences
Cleaning Services
For residential, turnover, and light commercial cleaners who need every visit to feel consistent and professional.
Visit cadenceBedroom, bathroom, and property detailsAccess notes and product preferences
Handyman Services
For repair and maintenance pros who handle a wide mix of small jobs and need clear follow-ups.
Minimum job chargeParts and materials detailsEmergency and priority work preferences
Painting
For interior, exterior, and touch-up painters who need color history and prep details organized.
Preferred paint brandCoat count and surface conditionColor records customers can reference later
Pressure Washing
For exterior cleaning crews who want estimates and before-and-after work to look polished.
Surface typeWater source availabilityPricing and proof-of-work preferences
Junk Removal
For junk removal teams that need quick quoting and clear pickup details before arrival.
Truck load sizeDisposal fee handlingAccess and heavy-item details
Moving Company
For moving companies and owner-operators who need move size, pickup and drop-off details, stairs, elevators, packing, crews, quotes, and customer communication in one place.
Move size and location detailsAccess, stairs, elevator, parking, and inventory notesCrew, truck, packing, deposit, and follow-up defaults
Mobile Detailing
For mobile detailers who want polished customer records and smoother on-site appointments.
Vehicle typeService levelMobile access and fleet requirements
Pet Sitting / Dog Walking
For pet sitters and dog walkers who need pet details, visit instructions, access notes, schedules, approvals, payments, and customer trust in one place.
Pet profiles and care instructionsRecurring walk and visit schedulesKey access, emergency contacts, medications, photos, and follow-up
Pest Control
For pest control operators who need treatment history and follow-up plans easy to access.
Pest typeTreatment areaRecurring service and safety notes
Pool Service
For pool service businesses that need recurring visits and water-care history organized.
Pool system typeService cadenceChemical history and property access
Tree Service
For tree service crews that need safer planning and clearer customer expectations.
Tree sizeHazard and permit notesEmergency and equipment planning
Plumbing
For plumbers who need fast intake, clear job-site details, professional estimates, and follow-up history from any device.
Emergency and same-day service rulesWater shutoff, sewer, and water heater detailsDiagnostic fees, trip charges, permits, and warranty terms
Electrical
For electricians who need clean intake for troubleshooting, installs, panels, code work, quotes, jobs, and follow-ups.
Panel, circuit, and code-compliance detailsEmergency and safety concern workflowsDiagnostic fees, permits, inspections, and warranty terms
HVAC
For HVAC contractors who need clean intake, equipment history, service agreements, and seasonal follow-up from one workspace.
System details and maintenance plansEmergency service rulesDiagnostic fees, trip charges, and warranty terms
Roofing
For roofing contractors who need clean intake for inspections, repairs, replacements, storm work, quotes, and customer communication.
Roof type and access detailsStorm and insurance workflowsPhotos, permits, warranties, and follow-up timing
Garage Doors
For garage door technicians who need fast intake, parts context, access notes, quotes, jobs, and repeat service history.
Door type and issue detailsEmergency and access workflowsParts, warranties, and repeat service follow-up
Fencing / Decks
For fence, deck, and outdoor carpentry contractors who need estimates, materials, photos, approvals, and job history connected.
Materials and measurementsAccess, HOA, and neighbor coordinationPhotos, approvals, and project follow-up
Flooring Contractor
For flooring contractors who need clear intake for estimates, materials, rooms, scheduling, photos, approvals, and job history.
Flooring materials and room measurementsSubfloor, demo, disposal, and access notesPhotos, approvals, installation timing, and follow-up
Appliance Repair
For appliance repair technicians who need fast customer intake, appliance history, parts context, and repair authorization.
Appliance and issue detailsDiagnostic fees and parts trackingWarranty and authorization workflow
Window / Gutter Cleaning
For window and gutter cleaning businesses that need simple intake, site notes, proof photos, recurring work, and customer communication.
Stories, access, and ladder detailsPhoto proof and safety workflowRecurring and seasonal follow-up
Window Cleaning Service
For residential and commercial window cleaning businesses that need clear intake, site details, recurring routes, and polished customer communication.
Interior/exterior window scope and pane countsStories, ladder, screen, water, and access detailsPhoto proof, recurring service, and seasonal follow-up
Independent Auto Mechanic
For independent repair shops and mobile mechanics who need vehicle history and customer communication organized.
Vehicle detailsDiagnostic and labor defaultsRepair approvals and status updates
Auto Painter / Body Shop
For auto painters, collision shops, restoration painters, and mobile paint repair operators who need vehicle paint details and customer approvals organized.
Vehicle and paint-code detailsPanel, prep, blend, and supplement workflowCustomer authorization and delivery follow-up
Framing / Rough Carpentry
For framing contractors and rough carpentry crews that need project details, schedules, materials, and builder communication in one place.
Project type and plansCrew and material planningInspection and change-order tracking
Carpenter / Finish Carpentry
For finish carpenters and carpentry repair pros who need measurements, materials, photos, approvals, and job history organized.
Measurements and photosMaterial and finish preferencesCustomer approval and change tracking
Explore each solution setup
Select a business type below to see the customer details, work-order context, estimate inputs, and operational defaults FieldCRM can organize for that service model.
Customer details
Organized around the way service owners make decisions.
Work-order context
Organized around the way service owners make decisions.
Estimate inputs
Organized around the way service owners make decisions.
Follow-up history
Organized around the way service owners make decisions.
Landscaping / Lawn Care
For lawn crews and landscape operators who want repeat visits, customer notes, and seasonal work easier to manage.
Recurring mowing and maintenance schedules
Property notes crews can trust
Seasonal services like mulch, cleanup, and planting
Business fit
What FieldCRM helps organize
12 setup details
Offer recurring lawn care
Simple yes/no setting that can shape CRM workflows later.
Most common visit schedule
Structured choices: Weekly, Every 2 weeks, Monthly, Seasonal.
Primary services offered
Structured choices: Mowing, Trimming, Edging, Leaf cleanup, Mulch, Planting, Aeration, Fertilization.
Mulch pricing style
Structured choices: Per yard, Per bag, Per job.
Track gate, pet, and irrigation notes
Simple yes/no setting that can shape CRM workflows later.
Preferred service radius
Structured choices: 0-10 miles, 10-25 miles, 25-50 miles, 50+ miles.
Seasonal services to promote
Structured choices: Spring cleanup, Leaf removal, Aeration, Overseeding, Snow removal, Holiday lighting.
Property details to track
Structured choices: Lot size, Fence gates, Slopes, Irrigation zones, Pet areas, Preferred cut height, Parking access.
Estimate inputs to collect
Structured choices: Property photos, Lot size, Grass height, Cleanup volume, Mulch area, Preferred schedule.
Crew workflow style
Structured choices: Solo owner-operator, One crew, Multiple crews, Subcontracted help.
Customer reminders to use
Structured choices: Upcoming visit, Weather delay, Seasonal service, Payment reminder, Before/after photos.
Weather delay policy
Structured choices: Reschedule automatically, Notify customer first, Decide per route, No standard policy.
Your CRM setup is shaped around
Repeat service timing, Gate, pet, and irrigation details, Outdoor pricing and material preferences