Security

FieldCRM is designed to protect account access, customer records, quotes, work history, notes, photos, and business workspace data with practical security controls.

Built for service business owners

FieldCRM gives owners one place to find the customer, create the Work Order, build the estimate, send approval, collect payment, and keep the job history connected.

Account protection

FieldCRM uses authenticated account access for private app pages.

Users should choose strong passwords, avoid password reuse, and sign out on shared devices.

Data access

Business data is intended to be scoped to the signed-in account that owns the workspace.

FieldCRM uses database access rules so users can only access records tied to their own business workspace.

Private app pages require authenticated access, and workspace entitlements enforce trial, subscription, billing-grace, and read-only access states.

Responsible reporting

If you believe you found a security issue, email hello@fieldcrm.app with a clear description and reproduction steps.

Do not access, copy, modify, delete, or disclose data that does not belong to you.