A field service CRMis the system a contractor uses to run the whole customer relationship from the field — the customer database, scheduling and dispatch, quotes, invoicing, and payment in one place instead of a calendar here, a spreadsheet there, and a notebook on the dash. Unlike a generic sales CRM, it’s built around the job and the truck: who’s going where, what got done, and whether you got paid. The right one replaces three or four tools and follows the job from the first call to the closed invoice.
One customer database
Every customer, property, job, and invoice on one record — the full history in front of you before the truck rolls.
Schedule & dispatch
Assign jobs to the right tech, route the day, and slot in the emergency without blowing up the board.
Quote on site
Build and send a quote from the driveway. The customer approves and pays without a back-office round trip.
Invoice & get paid
Send the invoice the moment the work is done and collect by card through Stripe — same day, in the field.
Works on the phone
Techs update status, add photos, and take payment from a phone or tablet. No trip back to the office.
White-labeled
Run it on your own branded domain so every quote, invoice, and portal looks like your company, not ours.
ToolbagCRM is for home-service shops running 1 to 25 techs — the operators for whom enterprise tools are overkill and per-seat pricing is a tax on hiring. Pick your trade for the specifics:
Most field service CRMs charge per user per month, so the bill climbs every time you hire. ToolbagCRM is flat — a free plan with unlimited users, then one price for the whole crew. See exactly how that compares against the tools you already know:
QUESTIONS?
STRAIGHT ANSWERS.
What is a field service CRM?
A field service CRM is the system a contractor uses to run the whole customer relationship from the field: the customer database, scheduling and dispatch, quotes, invoicing, and payment — in one place instead of scattered across a calendar, a spreadsheet, and a notebook. Unlike a generic sales CRM, it's built around the job and the truck: who's going where, what was done, and whether you got paid.
What's the difference between a field service CRM and field service management (FSM) software?
They overlap heavily and most tools are both. "CRM" emphasizes the customer record and history; "FSM" emphasizes scheduling, dispatch, and work orders. ToolbagCRM covers both sides — the customer database and the dispatch board — so you don't run two systems.
How much does a field service CRM cost?
It varies. Most charge per user per month, so the bill grows every time you hire. ToolbagCRM is flat: a free plan covers the core CRM with unlimited users (with a 2% fee on payments you process), and founders pricing is $99/month for the first three months, then $150/month locked for life — no per-seat fee on your plan, and 0% platform fee.
Does it work on mobile, out in the field?
Yes. Techs see job details, update status, add photos and notes, and collect card payment from a phone or tablet on site — so nobody has to drive back to the office to close out a job.
Which trades is ToolbagCRM built for?
Plumbers, HVAC techs, electricians, landscapers, roofers, cleaners, pest control operators, handymen, and 30+ other home-service trades — generally shops running 1 to 25 technicians who want the core workflow without enterprise pricing or a sales call.
Is ToolbagCRM available yet?
It's in pre-launch. You can join the waitlist now to lock founders pricing before public pricing goes up.
ONE PLATFORM. THE WHOLE CREW. ONE PRICE.
ToolbagCRM is in pre-launch. Join the waitlist to lock founders pricing before public pricing goes up.
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