Built around the owner's real workflow
FieldCRM keeps customer context, work, money, schedule, closeout, and the next owner action connected. Shared action logic explains what to do next; it does not invent progress or contact customers for you.
Business lifecycle
Each stage answers an owner question and points back to the underlying customer, Work Order, quote, job, payment, or follow-up.
Which new Work Order needs review?
Add any missing customer, service address, scope, or timing details.
Which Work Order needs an estimate? Which approval needs a follow-up?
Build, send, resend, revise, or follow up on the quote.
What is truly scheduled or active?
Schedule approved work, review the job details, or complete the required closeout steps.
Which approved job is waiting on money or review?
Open the quote or payment details without changing the job's schedule or completion status.
Which customer relationship needs the next owner move?
Create a follow-up for post-job care, a callback, or future work.
A real field-service path
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.
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.
Workflow Library
The Workflow Library adds visible modules and checkpoints to work the owner already controls. Module state is explicit, setup is reviewable, and turning one off does not erase existing records.
Completion Checklist
The owner can require final job photos, saved completion notes, an open owner-scheduled post-job follow-up, or a combination. FieldCRM checks the selected evidence before completion and stores an immutable closeout evidence snapshot when the job is completed.
No automatic customer contact: follow-ups are owner tasks, and communication remains owner-triggered.
Product areas
The Owner dashboard, Customer workspace, Job calendar, Follow-Ups, pricing, and revenue views share the records needed to move the same work forward.
Customer workspace
The customer directory is the relationship index; each customer workspace carries the practical context for current and future service.
Quotes, pricing, and revenue
Pricing starts inside the Work Order and remains connected through the public quote decision, payment context, and owner revenue view.
Scheduling and follow-through
Scheduled work is shared across the Owner dashboard and Job calendar, while Follow-Ups holds owner-created relationship and revenue tasks.
Workspace and records
The same operating workspace adapts across devices and themes while preserving the history an owner needs to trust.
Product truth
Customer payment does not fabricate scheduling or completion. A paid quote can surface the owner's next step, but the owner still schedules the job and explicitly completes the work.
Owner control
FieldCRM can show a next-best action, store an owner-scheduled follow-up, and prepare the right workspace. It does not automatically email, text, approve, schedule, or close work on the owner's behalf.
Add the customer and Work Order, build the estimate, then move each owner decision forward without inventing progress. Try the full core workflow for 14 days with no card required.
