CRM software
Customer relationship management software for service businesses
Fieldbook is a CRM built around the way service businesses actually work. Your customer records connect directly to estimates, invoices, scheduled jobs and payments — so every customer relationship, from first quote to final payment, lives in one tidy workspace.
Customer records
Every customer's contact details, addresses and notes in one searchable list — the core of any customer relationship management system.
Estimates & invoices
Turn a customer request into a branded estimate, get it approved, and convert it to an invoice with line items, tax and discounts.
Payments
Connect your own Stripe or PayPal account and customers pay invoices by card or PayPal. Balances update automatically.
Client portal
Each customer gets a private link to view their invoices, estimates and payment history — no login required.
Payment reminders
Automatic branded reminder emails before and after due dates that stop the moment an invoice is paid.
Reports
See revenue, outstanding balances and job completion across your whole customer base.
Common questions
What is customer relationship management (CRM) software?
CRM software keeps every interaction with your customers in one place: their contact details, the quotes you sent them, the jobs you did, what they owe and what they've paid. Fieldbook is CRM software designed for service businesses, so customer records connect directly to estimates, invoices, scheduling and payments.
How is Fieldbook different from a generic CRM?
Generic CRMs track sales pipelines. Fieldbook tracks the whole job: the customer, the estimate they approved, the scheduled work, the invoice, the payment and the reminder emails — all in one workspace, with your own branding on every document and email.
Do my customers need an account?
No. Customers get a private portal link where they can view estimates and invoices, approve work and pay — no sign-up or password needed.
Can my whole team use it?
Yes. Invite staff with Owner, Admin or Staff roles. Each business gets its own isolated workspace with its own customers, documents and settings.
Try Fieldbook with your own customers
Create a workspace, add a customer, and send your first branded estimate in minutes.
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