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A Field Service CRM That Runs Sales and Service

Track every customer, quote, and job in one system built for the field — equipment history, on-site quoting with financing, scheduling and dispatch, and invoicing. From the first lead to the tenth service call, without switching apps.

See It in Action
Field service CRM dashboard showing customer history, jobs, and dispatch board

The Whole Job in One Place — Not Five Apps

Customer & equipment history

Every property carries its own record — installed equipment, past service, warranties, and open opportunities — so the tech who shows up knows the account before knocking.

Quote on-site with financing

Build a branded, itemized proposal at the customer's home with good-better-best options and embedded GoodLeap, Sungage, and LightReach financing — close the appointment instead of chasing it.

Scheduling & dispatch

A signed estimate becomes a scheduled job automatically. Assign the right crew, see the whole board, and let techs run their day from mobile — no re-entry between sale and truck roll.

Repeat revenue built in

Memberships, service agreements, and maintenance reminders live in the CRM, so the relationship keeps producing revenue long after the first install.

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Field service CRM — customer record with equipment history and open opportunities

A Sales CRM Wasn't Built for the Truck

Generic CRMs track deals and emails. They don't know what unit is on the roof, when the last maintenance visit was, or which tech is closest to the next call. So contractors bolt a scheduling app, a quoting tool, and an invoicing system onto the side — and the customer record scatters across all of them.

SubcontractorHub is a CRM that lives where the work happens. The customer, the equipment, the quote, the job, and the invoice are one connected record — so nothing falls through the cracks between the office and the field.

See It Live
From lead to repeat service — one connected field service workflow

From First Lead to Repeat Customer

The money in field service isn't only in the first job — it's in the maintenance plan, the replacement three years later, and the referral next door. But that only happens if the relationship is tracked. When the customer history lives in a spreadsheet a former dispatcher owned, the repeat revenue walks out the door.

SubcontractorHub keeps every touchpoint on one timeline — quotes, visits, financing, invoices, and renewals — so your team markets to the customers you already earned and turns one job into a decade of service.

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SubcontractorHub is the right fit if:

The platform is built for HVAC, roofing, and solar contractors who run both sales and service and want one CRM instead of a stack of disconnected apps.

Talk to the Team
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Customer and equipment history is scattered across apps and spreadsheets

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Techs quote at the home and close rate matters

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Financing helps homeowners say yes to bigger jobs

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Scheduling and dispatch live apart from your customer data

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Memberships and maintenance renewals slip through the cracks

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You run more than one trade and want one system for all of them

Common Questions

What is field service CRM software?

A field service CRM combines customer relationship management with the tools crews need in the field — contact and equipment history, quoting, scheduling, dispatch, and invoicing — in one system. Unlike a generic sales CRM, it's built around the job: it tracks the appointment, the tech, the parts, and the follow-up service, not just the deal. SubcontractorHub is a field service CRM for HVAC, roofing, and solar contractors that carries a customer from first lead through the signed estimate, the scheduled job, and every repeat visit after.

How is a field service CRM different from a regular CRM?

A regular CRM is built for office sales teams — pipelines, emails, and deal stages. A field service CRM adds everything that happens after the sale and in the field: equipment and service history on each property, quoting at the customer's home, dispatching the right tech, mobile job updates, and invoicing on completion. For a contractor, the field is where the money is made, so the CRM has to live there too.

Does a field service CRM include scheduling and dispatch?

Yes. SubcontractorHub includes scheduling and dispatch as part of the same platform, so a signed estimate becomes a scheduled job automatically and the office can assign the right crew without re-entering anything. Techs see their day on mobile, and managers see the whole board in one view.

Can field service reps offer financing to close bigger jobs?

Yes. GoodLeap, Sungage, and LightReach are built into the proposal, so techs can present monthly payment options on a system replacement or larger repair right at the kitchen table — turning a price objection into a signed job before they leave.

Is SubcontractorHub a good field service CRM for HVAC companies?

Yes. SubcontractorHub is purpose-built for home-services trades, and HVAC is a core vertical. It tracks equipment and maintenance history per customer, handles membership and service-agreement renewals, quotes replacements with financing on-site, and dispatches service calls — all from one login. See the HVAC platform and HVAC contractor software pages for details.

Ready to Run Sales and Service From One CRM?

Book a demo and see how SubcontractorHub keeps customers, equipment, quotes, jobs, and invoices on one connected record — with financing built in and repeat revenue tracked from the first lead on.

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