Build field service management CRM, no code required
Streamline tasks, manage schedules, and enhance service delivery with a customizable CRM tailored for your field service operations.
Customize your CRM around your processes
Tailor your field service management CRM with only the features and workflows your team needs now, and adapt as your processes change.
Job scheduling and dispatch
Work order management
Customer information management
Technician status updates
Parts and inventory tracking
Invoice generation and payment tracking
Bring all your service data together in real time
Connect spreadsheets, scheduling tools, and ticketing systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your operations.
Custom access for every field service role. No dev time.
Give field techs, managers, and clients secure CRM access tailored to their needs. Set up roles, permissions, and workflows in minutes—no code required.
Works on any device
Connect your CRM with Make, Zapier, or N8N to automate service dispatch, status updates, and client reminders.
Automations
Connect your CRM with Make, Zapier, or N8N to automate service dispatch, status updates, and client reminders.
User groups
Set up distinct roles for field techs, dispatchers, and clients—each accesses only relevant CRM views and tasks.
Advanced permissions
Granular controls let you decide who can view, edit, or assign service requests and CRM records.
Security
Protect client and service data. Softr is SOC2 and GDPR compliant, keeping CRM information secure.
Conditional forms
Use flexible forms to capture work order details, service requests, or on-site approvals right in your CRM.
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Give field teams an AI assistant
Field teams can ask AI about jobs, customers, or schedules—getting fast answers within your CRM, powered by Softr’s built-in AI.
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
Get your field service CRM running in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Add scheduling, job tracking, or custom workflows as your team’s needs change—no rebuilds required.
Flexible as you grow
Start with your CRM, then add technician dashboards, work order forms, or portals—all in one place.
Build a fully custom field service management CRM in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your field service management CRM today