--- title: "CRM for Contractors — Field Service CRM | FieldCamp" url: "https://fieldcamp.ai/crm/" date: "2026-07-10T00:00:00.000Z" modified: "2026-07-19T00:00:00.000Z" type: "WebPage" resource: "https://fieldcamp.ai/crm/" timestamp: "2026-08-02T14:02:17.094Z" author: name: "FieldCamp Team" word_count: 1218 reading_time: "6 min read" summary: "CRM for contractors The CRM for contractors that holds your whole business — not a generic contact list. Every client, every job, every invoice — in o…" description: "Contractor CRM with full client history, custom fields, customer portal, and AI chat over your data. Built for HVAC, plumbing, cleaning, and every trade." language: "en" --- CRM for contractors # The CRM for contractors that holds your whole business — _not a generic contact list._ Every client, every job, every invoice — in one record you can shape. [A field service CRM](https://docs.fieldcamp.ai/clients/crm-overview-what-is-the-fieldcamp-crm) with the custom fields and objects your trade tracks. Built for [HVAC](https://fieldcamp.ai/hvac-software/), plumbing, cleaning, and [pest control contractors](https://fieldcamp.ai/pest-control-software/). [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min)We configure it around your business. 4.8Capterra Trusted by field service businesses across every trade — configured around your data from day one. HVACPlumbingCleaningPest ControlElectricalProperty Mgmt 01 Contractor CRM record ## One record. The whole relationship. _Plus the fields your trade needs._ Contacts, addresses, the lead stage, and the full client and job history — every job, visit, invoice, and payment on one page. Then add the [custom fields and custom objects](https://docs.fieldcamp.ai/clients/custom-objects-create-your-own-data-types-fieldcamp) your trade actually tracks — equipment, service plans, compliance — right alongside the standard ones. 02 CRM AI search ### Ask your CRM a question. _Get the list back._ “Which clients are due for renewal?” “Who has an overdue balance over $500?” [AI Chat reads your live client data](https://docs.fieldcamp.ai/clients/ai-summaries-for-clients-jobs-and-visits-fieldcamp) and answers in plain language— no filters to build, no report to run. Because the data model is yours, it understands your custom fields too. 03 Client self-serve portal ### A self-serve portal, _branded as yours._ Customers log in to view their jobs, invoices, and quotes — and pay online. Your title, your logo, your footer — included, not an add-on. Share a portal link or send a login email straight from the client record. 04 Field service CRM features ## Everything a field service CRM needs to _know your customer._ The client record is the core. Around it: full history, custom data, properties, a branded portal, and AI — all on the same source of truth. It’s a field service CRM with the reach of custom CRM software, without the build. Clients · 3 of 412 AAcme Property Co.Active Client TTan ResidenceNew Lead SSunrise CaféActive Client Clients & contacts * ·Multiple contacts per client * ·Stages — New Lead, Active, Inactive * ·Tags & saved segments * ·[Bulk import with field matching](https://docs.fieldcamp.ai/clients/import-clients-into-fieldcamp-csv-and-excel-import-guide) * ·Kanban or table views * ·Notes, calls, and emails logged Billing · Acme Property Co. Invoiced $48.2K Outstanding $1,240 Jobs 37 History & billing * ·Every job and visit, timestamped * ·Full invoice & payment history * ·Outstanding balance at a glance * ·Total invoiced & last payment * ·Saved cards on file * ·Activity timeline per client Equipment · custom object ModelCarrier 24ACC6Text Warranty endAug 2027Date Last serviceApr 19Date Custom data & properties * ·Custom fields on the client record * ·Custom objects — equipment, contracts * ·Property / site management * ·Preferred technicians per client * ·Default job forms per client * ·Relations across your data Customer Portal · Live AAcme HVAC Portal JobsInvoicesPay AI & customer-facing * ·AI Chat over your CRM data * ·Branded customer portal — included * ·Self-serve jobs, invoices & payments * ·Send login email / copy portal link * ·WhatsApp & SMS conversations * ·Notification preferences per client 05 Why contractors switch ## A CRM that scales past the spreadsheet. 01 ### The whole history, in one place. Stop hunting across the scheduler, the inbox, and a spreadsheet. Every job, invoice, payment, and conversation lives on the client record — so anyone who picks up the phone has the full picture. 02 ### A CRM that fits your trade, not the reverse. Most field service CRMs give you a fixed contact card. FieldCamp lets you add the custom fields and custom objects your trade runs on — equipment, contracts, sites — right on the client. We build it for you in onboarding. 03 ### Your data answers questions itself. Because the CRM is built around your business, AI Chat understands it. Ask which clients are overdue or due for renewal and get the list — no report to build. The customer portal comes included. 06 CRM + full platform ## The CRM is one piece. _The rest fits the same way._ Every feature is configured around your business — and connected to the same client data. Take the whole platform, or just the part you need. [Custom ObjectsAdd the records your trade tracks — no code→](https://fieldcamp.ai/customizable-data-model/)[Job SchedulingOne-off, recurring, and multi-day on one board→](https://fieldcamp.ai/job-scheduling/)[Quotes & EstimatesGood/better/best, phased, e-signed→](https://fieldcamp.ai/quotes/)[InvoicingAuto-create on completion, recurring, synced→](https://fieldcamp.ai/invoicing-software/)[Online BookingLet customers book themselves, themed to you→](https://fieldcamp.ai/online-booking/)[AI Command CenterAsk your whole business a question→](https://fieldcamp.ai/ai-command-center/) 07 Contractor CRM FAQ ## CRM for contractors — questions, answered. ### What is a field service CRM, and what is a CRM for contractors? A field service CRM is [customer relationship management software](https://fieldcamp.ai/blog/field-service-crm/) built for businesses that send technicians to jobsites. A CRM for contractors is the same idea for the trades — it keeps every client's contacts, addresses, lead stage, job and visit history, invoices, payments, and conversations in one record, so [dispatchers](https://fieldcamp.ai/ai-dispatcher/), [office staff](https://fieldcamp.ai/team-management/), and technicians all work from the same customer history. FieldCamp's CRM for contractors adds a customizable data model: custom fields and custom objects on the client record, configurable lead stages and pipeline, AI Chat over your data, and a branded customer portal. ### What's the best CRM for contractors and home services? [The best CRM for contractors](https://fieldcamp.ai/blog/best-hvac-crm-software/) keeps the full client relationship in one place, fits the way your specific trade works, and connects to [scheduling](https://fieldcamp.ai/scheduling/) and [invoicing](https://fieldcamp.ai/invoicing-software/) rather than living in a silo. FieldCamp gives you the flexibility of custom CRM software — custom fields, custom objects, and your own pipeline stages — without a build, for HVAC, [plumbing](https://fieldcamp.ai/plumbing-software/), cleaning, pest control, and property management contractors. AI Chat reads your client data and the customer portal is included. ### Can I add custom fields and custom objects to a client? Yes. Beyond the standard contact, address, and history fields, you can add custom fields to the client record and entirely new custom objects — equipment, service contracts, sites, compliance records — and relate them to the client. You don't configure it yourself: our team builds your data model during onboarding, included in your plan. ### Does the CRM track full job and invoice history per client? Yes. Every client record shows [total invoiced, outstanding balance](https://fieldcamp.ai/reporting-software/), last payment, and total jobs at a glance, plus a full timeline of every job, visit, invoice, payment, call, and conversation. Anyone who opens the record sees the complete relationship. ### Can AI answer questions about my CRM data? Yes. AI Chat reads your live client data and answers in plain language — for example, which clients are due for renewal or have an overdue balance over a threshold. There's no filter to build or report to run, and because the data model is yours, it understands your custom fields too. ### Is a customer portal included? Yes. The customer portal is included, not a paid add-on. Customers log in to view their jobs, invoices, and quotes and pay online, on a portal branded with your title, logo, and footer. You can send a login email or copy a portal link straight from the client record. ## Want a CRM _built around your shop?_ Book a fifteen-minute call. We’ll map how you track customers today and configure the client record, the custom fields, and the portal around it. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min) No demo deck. Just your business and ours.