Benefits of CRM for field service

Keep customers informed, even on the go

Your business can’t exist without customers, so make sure you’re providing them with the best possible service powered by field service customer relationship management software. Built for small and large businesses, Simpro's products provide a selection of CRM software solutions for any team and project.

Customer Portal

Customers can view quotes, jobs, invoices and assets in one place.

Full customer history

Detailed customer comms and job history for every project.

Job notes and attachments

Attach notes and photos for easy team access in office or field.

CRM in the field

Manage customer and job data anywhere with Simpro Mobile.

Better Customer Experience at Every Step

Give your customers more control and visibility with easy access to quotes, jobs, invoices and assets.

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Self-Service Made Easy

• Easy invoice payment – Customers can access and pay invoices anytime.
• Quote insights – View quotes and updates as they come through.
• Details updating – Update contact and site information without calling.
• Asset updates – Access asset history whenever needed.
• Request quotes and jobs – Request quotes and book jobs online.

Keep Customers Informed

Thanks to Simpro Mobile, your field staff can update jobs on the go, while on the job. Plus, with real-time syncing with the office, all new information added to jobs is incorporated into the customer database right as changes take place.

Asset Management Simplified

Asset maintenance doesn't get any simpler than this. Together, Simpro's Customer Portal and Maintenance Planner eliminate cumbersome manual processes. With this setup and when requesting a quote or booking a job, your customers can view assets by site or type, see service and transfer history associated with specific assets, plus, search for and add assets that need serviced. Customers can also review testing history and reports for planned, preventative maintenance and defects by site and year.

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“Simpro has helped us double our profit margins, speed up quoting by 20X, and reduce admin to zero. It’s given us the visibility and systems we need to grow properly and build the plumbing business we always wanted.”
Byron Slabbert
Lead Plumber and Operations Manager, Zebra Plumbing

Frequently Asked Questions

What is a field service CRM?

While you may know that CRM stands for customer relationship management, you may be wondering how this is different for trade businesses. The short answer is that there are similarities and differences. A field service CRM is just like any other CRM in that it helps to organize and manage customer data while also ensuring good customer service. However, the difference between a standard CRM and a field service CRM is that a field service CRM specifically relates to the workflows of trade businesses. It’s software that allows you to capture customer data and manage the relationship you have with them by keeping up to date with job and detail changes.

Why is a field service CRM necessary?

Do you want to provide excellent customer service? Then field service CRM software is necessary. Just imagine if you called a customer not knowing what their last job with you was. Or, not being able to answer a question about a previous job if they called to enquire. With a field service CRM, you’ll never be in this position.

How do you manage a field service team?

Just like managing customer data and information, software to help you manage your field service team is key to running an efficient business. If you’re looking for software to help you manage your field service team, look no further. Simpro offers a range of products to suit businesses of all sizes, in all industries and doing all types of work.