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 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
Keep customer contact details, jobs, and invoices together. Record the information your office and field crew need.
Schedule the team
Assign people to scheduled jobs in core. An optional Dispatch plug-in adds a dispatch board; Route Planner supports manual stop ordering.
Quotes in core
Build estimates with reusable catalog items and quantities. Quotes is included in core on Free and Founders.
Invoice & get paid
Send invoice links and accept online card payments through Stripe after payment-account setup. Processing fees apply.
Use the web app on your phone
Open customer and job details in your phone browser. The optional Documents plug-in supports uploading files linked to customers and jobs.
Your brand, included
Logo, color, and custom-domain settings are included on Free and Founders. Removing Powered by ToolbagCRM costs $25/month.
Start with customer records, scheduled work, and invoices for your home-service business. Check each trade page for available tools and current limits.
ToolbagCRM includes unlimited users on Free and Founders. Founders costs $150/month after the free first month, with unlimited standard plug-in slots. Standard slots on Free, premium add-ons, and payment processing can change the total. Compare the workflows and team package you need:
STRAIGHT ANSWERS.
What is a field service CRM?
A field service CRM organizes customer information and work carried out at customer locations. ToolbagCRM core includes customers, jobs, scheduling, quotes, invoices, payments, and a pricing catalog. Available optional plug-ins add workflows such as dispatch and documents.
Does ToolbagCRM include dispatch?
Scheduling and team assignments are core features. A separate Dispatch plug-in adds a dispatch board and uses a standard plug-in slot.
How much does ToolbagCRM cost?
Free has no monthly subscription fee and requires no card. Founders requires a card: the first month is free, then the base plan is $150/month with unlimited standard plug-in slots. On Free, each standard plug-in slot costs $14.99/month. Card processing is 3% + $0.30; Free adds a 2% platform fee. Premium add-ons are separate.
Does it work on a phone?
Use ToolbagCRM in your phone or tablet browser. Access customer and job details, manage scheduled work, and send invoice links. This is a web app; a published native app and offline workflows are not part of the current offer.
Which trades is it for?
The core customer, scheduling, and invoicing workflows serve home-service businesses such as plumbing, HVAC, electrical, landscaping, roofing, cleaning, pest control, and handyman work. Trade-specific compliance tools and recurring service contracts are not currently available features.
Is branding included?
Yes. Logo, color, and custom-domain settings are included on both plans without using a plug-in slot. Domain setup requires verification. Removing Powered by ToolbagCRM attribution costs $25/month.
How do I get started?
Open https://app.toolbagcrm.com. Free requires no card. You can explore sample data at https://demo.toolbagcrm.com.
ONE PLATFORM. THE WHOLE CREW.
Open ToolbagCRM to start with Free or Founders. Unlimited users, with no per-seat fees on your plan.
Get started →OPEN
THE TOOLBAG.
Start with Free or choose Founders: first month free, then $150/mo base with unlimited standard plug-in slots. Optional add-ons and processing are separate. Unlimited users on both plans.