Customer + property records
Track multiple addresses, gate codes, equipment installed, and past work under one customer.
Feature · CRM
A CRM that actually fits how contractors work
Every call, quote, job, and payment tied to the customer and the address — not scattered across three apps and a truck-seat notepad.
The old way
Leads live in your text messages, jobs live on a whiteboard, and history lives in whoever's head answered the phone that day.
The FieldLine way
One record per customer with full job history, photos, notes, money owed, and every message sent — visible to the office and the crew.
Key capabilities
What CRM does
Pipeline you can read at a glance
Lead → estimate → approved → scheduled → complete → paid. No guessing where a job stands.
Notes and photos from the field
Techs attach site photos and notes from their phone; the office sees them instantly.
Reporting that answers the money questions
Sold value, close rate, average ticket, and revenue by source or ZIP.
See it in action
CRM, on a real job
Put CRM to work this week.
Free 14-day trial. No credit card, no contract, no setup fee.