Build your own CRM for home services
Manage leads, schedule jobs, and track payments in an AI-powered CRM built with AI you customize to fit your field service workflow.
Tailor your CRM for home services to your needs
Customize your CRM for home services setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead capture and tracking
Job scheduling and assignment
Mobile work order management
Client communication history
Invoice and payment processing
AI-powered service insights
Unify your field service data in real time
Connect customer lists, job history, and dispatch schedules with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your business.
Custom access for every role. Built-in security.
Let techs, managers, and clients log in to a fully branded portal. Set up permissions and personalized access in minutes—no code needed.
Works on any device
Automate your field operations with Softr Workflows for dispatching, status updates, and client notifications that trigger instantly when a job is finished.
Automations
Automate your field operations with Softr Workflows for dispatching, status updates, and client notifications that trigger instantly when a job is finished.
User groups
Assign roles for field techs, office managers, or homeowners—each gets access to only the project data and schedules they need.
Advanced permissions
Control who can view, complete, or assign work orders—down to specific fields like pricing, client contact info, or site notes.
Security
Keep customer and service job data safe. Softr is fully compliant with SOC2 and GDPR regulations to protect your business and clients.
Conditional forms
Capture job details, inspections, or equipment checklists using flexible form blocks tailored to specific home service tasks.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your CRM for home services in minutes with AI—no manual configuration or complex dev time needed.
Consolidate your stack
Add features like job scheduling, dispatch tracking, or automated invoicing as your field business grows.
Flexible as you grow
Start with a CRM, then add customer portals, field tech dashboards, or forms—all in one place.
Generate a custom CRM for home services with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your CRM for home services. No code needed.
Describe what you need. Softr's AI builds your custom CRM for home services in minutes.