14-day free trial. No card needed. See pricing

Fieldspilot for

Know who’s calling. Book them again.

Hot water system owners, fortnightly gardens, landlords with ten units: every call, job, invoice and review lands on one record, and a health score shows who’s drifting away.

What you know when a customer calls

Phone rings, name shows up

You know who it is before you answer.

01 Switch it on

Import your list. Duplicates caught.

Bring customers across from a spreadsheet or another tool. Properties and contacts come with them, and likely duplicates are flagged for you to merge.

Caller ID is the key, so returning callers match without any setup.

  • Customer import
  • Properties and contacts
  • Duplicate merge
  • Customer types
02 It runs itself

Drifting customers get flagged.

A health score watches bookings, spend and ratings. Quiet customers land on a list one tap from a win-back text.

Customer value ranks who matters most.

  • Health score
  • Customer value
  • At-risk list
  • One-tap win-back
03 You stay in control

Accounts, properties, the right bill-to.

One account with many properties, the right person billed, opt-outs respected everywhere, and access notes shown to the tech.

Block a customer from bookings and calls in one tap.

  • Bill-to override
  • Access notes
  • Opt-out handling
  • Erasure requests
04 Hands off to the next step

The old unit on file sells the new one.

Make, model, age and warranty sit on the property, so you quote the replacement while the old one still runs.

Unsigned estimates on the account are flagged for follow-up.

  • Equipment on file
  • Warranty dates
  • Quote history
  • Communication history

Try it on your next job.14 days free. No card needed.

How trades know every client.One record, every job.

Pest control

A pest plan customer who rings again is matched by their number, so the last treatment and access notes are up before you answer. No “who’s this?”

Roofing

Every roof you’ve worked on stays on the property record, so a new owner’s call about a leak opens on the last repair and its photos.

Pressure washing

Each call and text from a driveway-clean regular files itself to their record as it happens, so the callback opens on their history.

Property maintenance

A property manager is one company record with every property under it, so tenants ring in and the bill still goes to the agent.

Window cleaning

A shopfront regular quiet for six months turns red on the health score, so you can win them back before they hire someone else.

Tree care

New pruning clients are checked by phone, address and name, so a past client never gets a second record and loses their history.

Painting

Example: a homeowner with a $10,400 repaint and $3,800 of exterior woodwork shows $14.2K in lifetime revenue at the top of their record.

Pest control

A pest plan customer who rings again is matched by their number, so the last treatment and access notes are up before you answer. No “who’s this?”

Roofing

Every roof you’ve worked on stays on the property record, so a new owner’s call about a leak opens on the last repair and its photos.

Pressure washing

Each call and text from a driveway-clean regular files itself to their record as it happens, so the callback opens on their history.

Property maintenance

A property manager is one company record with every property under it, so tenants ring in and the bill still goes to the agent.

Window cleaning

A shopfront regular quiet for six months turns red on the health score, so you can win them back before they hire someone else.

Tree care

New pruning clients are checked by phone, address and name, so a past client never gets a second record and loses their history.

Painting

Example: a homeowner with a $10,400 repaint and $3,800 of exterior woodwork shows $14.2K in lifetime revenue at the top of their record.

Pest control

A pest plan customer who rings again is matched by their number, so the last treatment and access notes are up before you answer. No “who’s this?”

Roofing

Every roof you’ve worked on stays on the property record, so a new owner’s call about a leak opens on the last repair and its photos.

Pressure washing

Each call and text from a driveway-clean regular files itself to their record as it happens, so the callback opens on their history.

Property maintenance

A property manager is one company record with every property under it, so tenants ring in and the bill still goes to the agent.

Window cleaning

A shopfront regular quiet for six months turns red on the health score, so you can win them back before they hire someone else.

Tree care

New pruning clients are checked by phone, address and name, so a past client never gets a second record and loses their history.

Painting

Example: a homeowner with a $10,400 repaint and $3,800 of exterior woodwork shows $14.2K in lifetime revenue at the top of their record.

Record complete.Now win the repeat job.

Bill the same day, every job

  • Built from the job: labour, parts and tax
  • Deposits already paid come off the total
  • Review and send, or turn on auto-send
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Email, texts and listings.One customer record.

Pricing

What it costs

Customer Management

Included on every plan, even Free

Free

1 user · 20 jobs/month

Compare plans

Every Fieldspilot Free includes

  • Customer records
  • Requests inbox
  • Jobs & scheduling
  • Basic invoicing
  • Card, Apple Pay & Google Pay
  • iOS & Android app
  • Basic reports
  • No credit card required
  • 14-day free trial
  • Cancel anytime
Start free

One record per customer. More repeat work.

Start free. No card, no contract.

Customer Management questions

What is a field service CRM?

One record per customer with every call, job, quote, invoice and review on it, built for trades instead of sales teams.

Can I import my customer list?

Yes. Bring customers across from a spreadsheet or another tool. Likely duplicates are flagged for you to merge.

How are repeat callers recognised?

By phone number. Their past jobs and notes are on the Request before you pick up.

Can one customer have several properties?

Yes. One account can hold many properties and contacts, with the right person set as the bill-to.

How do I spot customers drifting away?

A health score flags anyone who’s gone quiet or is booking less, and they’re one tap from a win-back text.

Can I track equipment?

Yes. Make, model, age and warranty sit on the property, so you know when to quote a replacement.

Do opt-outs carry across?

Yes. An opt-out applies across calls, texts and campaigns.

Which plan includes Customer Management?

Customer Management is on the Free plan (A$0 a month) and every plan above it. Every account starts with a 14-day free trial, no card needed, and you can cancel any time.