Build a home services CRM in minutes
Manage leads, schedule jobs, and track service status in an AI-powered home services CRM built with AI for your field team's workflow.
Tailor your home services CRM to your needs
Customize your home services CRM with the exact steps and views your team needs. Add features as processes evolve—no code needed for updates.
Lead and contact management
Job assignment & scheduling
Service status tracking
Estimate and invoice generation
AI-powered job summaries
Field technician file uploads
Unify your home services data in real time
Connect lead sources, job schedules, and invoicing tools with real-time sync—or manage everything in Softr Databases. One source of truth for your field service operations.
Custom access for every role. No dev time.
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 job dispatching, status updates, and client arrival notifications that trigger instantly based on record changes.
Automations
Automate your field operations with Softr Workflows for job dispatching, status updates, and client arrival notifications that trigger instantly based on record changes.
User groups
Assign roles for field techs, office managers, or homeowners—each gets access only to the CRM data and scheduling tools relevant to their specific role.
Advanced permissions
Control who can view lead details, complete job reports, or assign work orders—down to the field level, ensuring your home services CRM data stays secure.
Security
Keep customer addresses and payment details safe. Softr is fully compliant with SOC2 and GDPR regulations for your field service practice.
Conditional forms
Capture job details, damage inspections, or customer signatures using flexible form blocks tailored to each specific home service task.
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 home services CRM in minutes with AI—no dev time or complex configuration needed for your business.
Consolidate your stack
Add features like job summaries, field tech uploads, or automated invoicing as your workflows evolve over time.
Flexible as you grow
Start with a CRM, then add tech portals, dashboards, or client forms—all in one place, with no extra tools.
Generate a fully custom home services CRM 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 home services CRM. No code needed.
Describe what you need. Softr's AI builds your custom field service CRM in minutes. Get started for free today.