A CRM built for field service, that you own
Own a field-service CRM outright. Start from a preset for trades and service crews, then customize jobs, dispatch, and customers to your workflow.
Sound familiar?
- Per-seat CRMs cost more with every tech you add.
- Generic CRMs do not handle work orders or dispatch.
- You cannot own your customer and job data.
Your Field service preset, ready on day one.
Start from a configuration built for field service. Customize anything beyond it.
- Work order and job record types
- Pipeline stages from request to invoiced
- Customer equipment and service history
How it works in practice.
01
Turn requests into scheduled jobs
Inquiries become jobs you can schedule and assign to a tech.
02
Dispatch and close on site
Move jobs through your stages and invoice when the work is done.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Start from the preset, then customize everything.
- No. One-time license, add your whole crew for free.
Can I change the stages and fields?
Do I pay per technician?
Own your field service CRM today.
Start from the field service preset and customize it to your workflow. One-time price, no per-seat fees.