Field-service CRM
One customer record. Every location and job connected.
Know the customer, every service location, and the complete history before the conversation starts.
No card required · Free plan available · Built for U.S. service businesses
Morgan Reed · 3 service locations
Context that follows the customer
Know the person, the property, and the work before the…
Fieldiz separates the customer from the physical service location so one homeowner, property manager, or business can keep every relevant address organized.
Clean customer profiles
Keep names, companies, phone numbers, email addresses, contacts, tags, preferences, and custom details together.
Multiple service locations
Attach the right property, access notes, address, and previous work to every lead and job.
Complete work history
Review leads, jobs, appointments, estimates, invoices, payments, expenses, notes, and photos from one profile.
Role-aware visibility
Let technicians see the customer information needed for assigned work while keeping office-only records protected.
Built around the people doing the work
Make the next action clear for every role.
Fieldiz gives office teams, dispatchers, technicians, and bookkeepers a focused view of field service customer management while the customer, job, communication, and activity trail stays connected.
- Less duplicate entry between the office and field
- Clear ownership, status, and next action
- Useful history when a customer calls back
Start with the useful workflow
Find the right customer detail in seconds.
Search by name, phone, email, job number, or address and see upcoming work, past visits, notes, and open balances together.
- Individual and business customers with multiple contacts and locations
- Searchable tags, custom fields, notes, communication preferences, and job history
- CSV import with validation and tenant-scoped duplicate protection
Built for a clearer decision
Field service customer management software that keeps work moving
Fieldiz turns field service customer management into clear actions for office teams, dispatchers, technicians, and bookkeepers, without adding another dense system to manage.
See field service customer management at a glance
Bring the signals that matter to office teams, dispatchers, technicians, and bookkeepers into one focused view. See what changed, what needs attention, and who owns the next action…
- The important status is visible
- The next owner is clear
Move work forward with fewer handoffs
Keep the customer, job, timing, conversation, and value connected as work moves forward. Your team spends less time copying details or rebuilding context from calls and group chats.
- Less duplicate entry
- One connected work history
Give each role the right view
Owners keep the wider picture while office and field users see the work that matters to them. Clear assignments and permissions make responsibility easier to understand.
- Focused views for every role
- Useful context travels with the work
Good to know
Questions, answered clearly.
Can one customer have several properties?
Yes. A customer can have multiple service locations, and every job or appointment points to the correct property.
Can Fieldiz track property managers or business contacts?
Yes. Business customers can keep multiple named contacts, roles, phone numbers, and email addresses.
What can a technician see?
That depends on the company role. Access can be limited to assigned work and the customer details needed to complete it.
Can I import existing customers?
Yes. Fieldiz supports validated customer imports and reports rows that need correction before they enter the company workspace.
Can each team member see only the work they need?
Yes. Company roles combine action permissions with assigned, team, or all-record scopes, so technicians, dispatchers, managers, and bookkeepers can receive different access.
See Fieldiz in your own workday
Ready to make the next action easier to see?
Start a 14-day Pro trial and test field service customer management with your own services and team. No credit card required.