Custom field service CRM software, built around your dispatch and your jobs

What “field service CRM” actually means

A sales CRM tracks deals. A field service CRM tracks work that happens at a customer’s address: who called, what they need, who goes there, when, with which parts, what was done, what it cost and whether it was paid. The center of the system is the job, not the deal — which is why Salesforce or HubSpot need heavy add-ons to do it, and why platforms such as ServiceTitan, Jobber and Housecall Pro exist.

Those platforms are good products. They also assume a standard residential workflow. Companies that run commercial contracts, multi-trade jobs, construction-style projects, unusual dispatch rules or their own pricing logic end up keeping part of the work in spreadsheets next to the platform. That gap is where a custom field service CRM pays off.

Signs you have outgrown your current tool

• The dispatcher keeps a separate spreadsheet or whiteboard because the schedule view does not match how you assign work.
• Office staff copy customer details between the phone system, the CRM and QuickBooks by hand.
• Technicians text photos to a manager instead of attaching them to the job.
• You pay for modules and seats you never use while the one workflow you need is “on the roadmap”.
• Reports that matter to you — margin per job type, callbacks per technician — are built in Excel at month end.

How we build it

We start with one to two weeks of discovery: we sit with the dispatcher, a technician and the person who invoices, and map how a job actually moves today. You receive a written specification and milestone schedule — yours to keep even if you build elsewhere. Then we build in two-week iterations with a demo every Friday, starting with the job record and the dispatch board, because everything else hangs off them.

Integrations are planned up front, not bolted on: telephony (we have shipped RingCentral integrations; Twilio works the same way), QuickBooks Online for customers and invoices, Google Calendar and Gmail, and lead marketplaces such as Thumbtack. The technician app is built with React Native from the same backend, so office and field always see the same data.

Custom vs ServiceTitan, Jobber or Housecall Pro

If your process is standard, stay on a platform — we say that on calls too. If it is not, read ServiceTitan vs custom software, the total cost of ownership worksheet and the field service CRM features checklist.

Trades we build for

HVAC and plumbing, electrical, roofing, cleaning, landscaping, pest control, appliance repair, garage doors, fireplace and chimney, glass and glazing, and general contracting. See HVAC & plumbing, construction and the field service CRM case study.

Comparing with Jobber and ServiceTitan

If you run on Jobber today, read Jobber vs a custom CRM for an honest look at when to stay and when to build. For larger trades companies, see ServiceTitan vs custom software.