Field service CRM built for crews in the field
Dispatch, track, and manage field teams with real-time job updates and mobile-first tools.
What is field service CRM software?
Field service CRM software is a customer relationship management platform built for businesses that send crews, technicians, or service providers to customer locations. It differs from general-purpose CRM in one key way: the work happens in the field, not at a desk. That means the software needs to handle dispatch, mobile job access, work order tracking, and on-site invoicing — not just contact records and sales pipelines.
A good field service CRM connects the full cycle: a new lead comes in, gets quoted, converts to a scheduled job, gets dispatched to a tech, completed in the field, and invoiced before the truck leaves the driveway. Every handoff is tracked. No calls back to the office asking for customer history. No lost job notes. No missed follow-ups on open estimates.
ProFlow360 is built on this model. The same platform your sales team uses to track leads is the one your dispatcher uses to assign crews, and the one your techs use on-site to complete work orders and collect payment. One system. One customer record. No data gaps between departments.
Who needs field service CRM?
If you run a business where employees leave the office to do the work, you need field service CRM. Common industries include:
- HVAC installation and maintenance companies
- Plumbing and drain service businesses
- Electricians and electrical contractors
- Roofing and exterior contractors
- Pest control and lawn care operators
- Residential and commercial cleaning services
- Handyman and multi-trade service companies
- Appliance repair and home service providers
Key features for field service businesses
ProFlow360 includes everything a dispatched service team needs, without the complexity of enterprise FSM platforms.
Dispatch Board
Assign jobs to technicians from a single board. Drag to reschedule, see real-time status, and keep every crew on the right job at the right time.
Mobile-Optimized Access
Field techs access job details, customer history, photos, and checklists from any phone or tablet. No app download required.
Work Order Tracking
Create, assign, and close work orders with photos, notes, and parts lists. Customer signatures captured on completion.
Route Awareness
Schedule jobs geographically to reduce drive time. See all open jobs on a map view and optimize crew assignments by zone.
Offline-Ready Roadmap
A dedicated offline-first mobile app is on the public roadmap. Today, ProFlow360 works fully on mobile browsers with cached job data.
Automated Reminders
Send customers automated appointment reminders by SMS or email. Reduce no-shows and keep your schedule full.
Technician Scheduling
Manage availability, time-off, and overlapping jobs from a shared calendar. Dispatchers see every technician's workload at a glance.
On-Site Invoicing
Generate invoices from completed work orders and collect payment before leaving the job. Stripe payments on Pro and Enterprise plans.
How ProFlow360 works for field service teams
Four steps from first contact to closed job — all in one platform.
Capture the lead
New inquiries from web forms, phone calls, or referrals land in ProFlow360's Pipeline. Assign to a sales rep, log notes, and send a quote — all from one record.
Schedule and dispatch
Once the job is approved, schedule it on the dispatch board. Assign the right technician based on availability, skill, and proximity. The tech gets notified instantly.
Complete the job
The technician accesses job details on their phone, captures photos, completes a checklist, and logs any parts used. Updates appear in real time for the dispatcher.
Invoice and close
Generate an invoice from the completed work order. Collect payment on-site or send a payment link. The job closes and the customer record updates automatically.
Industries we serve
ProFlow360 is configured for the specific workflows of each field service industry. Select your trade to see how it works for your business.
HVAC CRM
Manage seasonal demand, maintenance contracts, and emergency dispatch.
Plumbing CRM
Track service calls, quotes, and repeat customers across multiple crews.
Electrician CRM
Handle bid management, permit tracking, and technician scheduling.
Roofing CRM
Move from storm lead to signed contract faster with automated follow-up.
Pest Control CRM
Manage recurring service routes, chemical logs, and customer communication.
Cleaning Service CRM
Schedule recurring visits, manage client preferences, and track crew assignments.
Handyman CRM
Organize quotes, job photos, and customer history for multi-trade service businesses.
Frequently asked questions
Common questions about field service CRM software and how ProFlow360 handles them.
- What is field service CRM software?
- Field service CRM software is a customer relationship management platform built specifically for businesses that send technicians, crews, or service providers to customer locations. Unlike generic CRM tools designed for office-based sales teams, field service CRM combines lead tracking, job scheduling, dispatch, mobile access, and invoicing in one system — so the same platform handles everything from the first customer inquiry to the final payment.
- How does field service CRM differ from regular CRM?
- Regular CRM software focuses on managing sales pipelines and contact records. Field service CRM adds dispatch boards, technician scheduling, route optimization, mobile job access, work order management, and on-site invoicing. It's designed for teams where the work happens in the field, not at a desk.
- Does ProFlow360 work offline for field technicians?
- ProFlow360 is fully responsive and optimized for mobile browsers. A dedicated offline-first mobile experience is on the public roadmap. Field technicians can access job details, customer history, and work orders from any mobile device with an internet connection.
- Can I dispatch jobs and track technicians in ProFlow360?
- Yes. ProFlow360 includes a Dispatch module for assigning jobs to technicians, managing schedules, and tracking job status in real time. Dispatchers see all open jobs on a board view and can reassign or reschedule with drag-and-drop.
- What types of businesses use field service CRM?
- Field service CRM is used by HVAC companies, plumbers, electricians, roofing contractors, pest control operators, cleaning services, handymen, landscapers, and any business that dispatches crews or technicians to customer locations.
- Does ProFlow360 handle invoicing in the field?
- Yes. Technicians can generate invoices directly from a completed job record and collect payment on-site via the customer portal. ProFlow360 supports Stripe payments on Professional and Enterprise plans.
- How much does field service CRM software cost?
- ProFlow360 plans start at $29/month. Dispatch, mobile access, and advanced workflow features are available on Professional and Enterprise plans. See the pricing page for a full feature breakdown by tier.
- Can ProFlow360 handle recurring service visits?
- Yes. You can set up recurring jobs for maintenance contracts, scheduled visits, and service agreements. ProFlow360 generates work orders automatically and sends reminder notifications to customers before each visit.
Ready to connect your office and field?
ProFlow360 gives your dispatcher, sales team, and field techs a single source of truth. No more lost notes, missed follow-ups, or manual data entry between tools.