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 with the custom fields and objects your trade tracks. Built for HVAC, plumbing, cleaning, and pest control contractors.
Trusted by field service businesses across every trade
— configured around your data from day one.
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 your trade actually tracks — equipment, service plans, compliance — right alongside the standard ones.
| Name | Company | Stage |
|---|---|---|
| AAcme Property Co.(415) 555-0142 | Property Mgmt | Active Client |
| TTan Residence(415) 555-0188 | — | New Lead |
| SSunrise Café(628) 555-0110 | Sunrise F&B | Active Client |
| HHarbor Logistics(510) 555-0173 | Harbor Group | Qualified |
Total Jobs
37
Open Requests
2
Total Invoiced
$48,200
Outstanding
$1,240
Contact
Equipment · custom object
+ Field✦ AI Summary
Long-standing client, 37 jobs since 2021. $1,240 outstanding on invoice #1051. Gold service plan renews Jun 30.
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 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.
3 clients have a renewal date within 60 days:
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 & contacts
- Multiple contacts per client
- Stages — New Lead, Active, Inactive
- Tags & saved segments
- Bulk import with field matching
- Kanban or table views
- Notes, calls, and emails logged
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
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
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.
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 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, office staff, 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 keeps the full client relationship in one place, fits the way your specific trade works, and connects to scheduling and invoicing 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, 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, 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.
No demo deck. Just your business and ours.