• FIELD SERVICE CRM

Every customer.
All in one place.

Give your team a complete view of each customer: contacts, job history, quotes, invoices, assets, and contracts, without switching between tools.

  • iOS & Android App
  • Works offline
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Full Picture

Contacts, site addresses, job history, quotes, invoices, and assets all sit under a single customer record, searchable in seconds.

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Multi-Site Ready

Link head office accounts to individual sites so you can manage multi-location customers without duplicating records.

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Follow-Ups

Set callback dates and follow-up reminders so your sales and admin teams stay on top of leads, quotes, and outstanding conversations.

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Track Profitability

Financial reports per customer show job value, revenue, and outstanding invoices so you know where profit comes from.

WHAT’S INCLUDED

Asset and Compliance Overview 

 From the customer record, managers can see every asset on-site, its last service date, upcoming maintenance, and any compliance certificates attached. 

Complete Customer and Site Profiles

Every customer record holds the full picture: contacts, site addresses, job history, and custom fields. All of it visible on the engineer's phone when they open a job.

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    Store multiple sites under one customer account
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    Site details pull through to the engineer's app
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    Separate accounts from leads in the pipeline
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Full Job, Quote, and Invoice History

Every quote sent, job completed, and invoice raised links to the customer record, so your team has the full picture.

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    View all jobs from the customer timeline
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    See every quote, its value, and outcome
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    Review invoice history and balances
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Asset and Compliance Overview

Keep every customer asset, compliance record, and maintenance history organised in one central location.

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    Full asset register and history per customer
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    Link compliance records to each customer
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    See overdue assets from the customer screen
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THE PROCESS

How It Works

  • Add a customer with their sites, contacts, and any relevant custom information.
  • Every quote, job, invoice, and asset interaction logs automatically against their record.
  • Your team searches, reviews, and acts from one screen without switching between systems.

Other Related Features

Specialised tools for every trade. Customisable workflows that adapt to how you work, not the other way around.

Job Management

Every job links back to the customer record so history is always complete and traceable.

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Quoting

Raise quotes from a customer record and track them through to approval and job creation. 

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Invoicing

Access a full billing history per customer and see outstanding balances without leaving the CRM.

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Customer Portal

Give customers login access to their own job history, quotes, and documents through a branded portal.

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Contracts

Service contracts sit alongside the customer record so obligations and renewals are always visible. 

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Reports & Dashboards

Build detailed financial reports per customer, per site, or across your entire account base.

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ROI SNAPSHOT

Quick Estimate of the impact on your Business

Fill in the fields below and generate your custom estimate.

Phone calls, back-and-forth, manual updates

Your Estimated ROI

Based on 230 working days

Fill in your numbers to see where time and money are slipping away.

SOFTWARE INTEGRATIONS

Works with all the tools you already use

  • xero
    Syncs with customers, invoices, and payments
  • quickbooks
    Syncs with customers, invoices, and payments
  • sage
    Syncs with customers, invoices, and payments

CLIENT RESULTS

Our Customers See Real Impact

"Fieldmotion has given the business comfort that there is a software solution available to us, and a support structure in place behind it that epitomises great customer service."
autor
Kevin Gray

Operations Director, Just Energy Solutions

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    admin reduction

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    faster invoicing

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    on-time arrival

FAQs

Can Fieldmotion handle customers with multiple sites?

Yes. Fieldmotion supports parent and child account structures, so a head office client sits as the parent with individual sites linked underneath. Jobs, assets, and invoices can be managed at site level while remaining connected to the parent account. This works well for facilities management and multi-site commercial customers.

Can we track leads and sales opportunities in the CRM?

Yes. Fieldmotion lets you differentiate between leads and active accounts, set callback dates, and track opportunities through to quote and job creation. Your sales and admin teams can manage their pipeline without running a separate tool alongside Fieldmotion.

Is the CRM accessible to engineers in the field?

Engineers can view customer details, site addresses, job history, and asset information through the Fieldmotion mobile app, including offline. Access to financial records like invoice values is controlled by permissions, so engineers see the operational context they need without accessing data that's not relevant to their work.

Can custom fields be added to customer records?

Yes. Fieldmotion lets you add custom fields to customer and site records to capture information specific to your trade or workflow, such as accreditation numbers, access codes, contact preferences, or compliance notes. These fields are searchable and appear on job records linked to that customer.

Can we import our existing customer data into Fieldmotion?

Yes. Your existing customer list can be imported via spreadsheet during onboarding. The Fieldmotion team handles this as part of setup. If you use Xero or QuickBooks, your customers can also sync across automatically once the integration is connected, so there's no manual re-entry.

Ready to run your business smarter?

Reclaim your time and boost profitability with the platform built for modern field service. Download our brochure instantly.