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With our field service CRM software, you can resolve service issues and deliver an exceptional customer experience. Joblogic lets you dispatch the right resource at the right time to the right place, giving you everything you need to achieve a first-time fix.

Customer relationship management tools will help keep track of your customer’s contact information, service, job and payment histories, billing details and other critical client aspects. Notes, file attachments, historical customer and site information, automated email alerts and an online client portal are just some of the features available with our cloud-based CRM for field services.

Reasons to Use Field Service CRM Software

CRM for client data with revenue figures

Organise Your Client Data

Joblogic lets you keep track of your important client information regardless of whether you're at the office or out in the field.

  • Maintain accurate, historical customer and service records by storing past quotes, jobs, visits, invoices and a full billing history associated with each client. You can also use custom tags to track and report on other important client details.
  • Access your customers' data at the touch of a button with Joblogic's powerful search tools. Find clients, jobs and more, as and when they are needed.
  • Forecast your customer quotes and profits with real-time quoting dashboards. Visualise how many quotes a client has raised, how much work is still outstanding and the percentage chance of raising each related quote.
  • Attach all notes, files, and photos to a client's account as well as customer signatures and other useful information. You can write quick notes for a client and instantly link them to all of their work requests, quotes, jobs, and invoices for easy access.
Dashboard view of stats for customers

Deliver a Proactive Customer Service

Predict and resolve field service challenges before your customers even know there's a problem.

  • Give clients more transparency and prevent unnecessary service calls by giving them real-time remote access to job status updates and notifications in the customer portal.
  • Provide a reliable service that increases customer retention. Keep them well informed every step of the way with automated email and SMS alerts to notify them of an engineer's imminent arrival on-site.
  • Transform your business from a cost centre to a profit maker by ensuring that customer work is planned and executed effectively to minimise costly recalls.
  • Get a 360-degree view of your customer's site assets with a full asset management module. Define your service level agreements with confidence to help you meet and exceed client expectations.
CRM for job scheduling with GPS tracking

Intelligent Scheduling

Dispatch engineers when and where they’re needed most, delivering exceptional on-site customer service while optimising your resources and costs.

  • Dispatch the right engineer at the right time with real-time job scheduling software and daily route optimisation.
  • Maximise your resources and save valuable time by deploying new jobs in seconds directly to the engineer’s mobile app with our user-friendly drag and drop calendar and route planner. 
  • Optimise your engineers’ productivity by reassigning jobs to follow more efficient daily routes. This helps to reduce mileage, increase efficiency and fit more profitable work into the day.
  • Visualise your team's progress immediately with our mobile app. This works in real-time and allows your on-site team to update a job status on their smartphone in seconds, automatically notifying managers in the office of a status change and allowing them to assess the availability of their engineers.
Log jobs within the CRM

Ensure a First-Time Fix

Empower your engineers with service CRM software and give them the time, tools, and information they need to resolve issues at the first attempt.

  • Track all service activity when offline with the Joblogic mobile app. Allow engineers to work from remote locations with full accessibility to capture notes, photos, compliance forms, customer signatures, asset details and more.
  • Provide your engineers with a full asset history to give them a better understanding of each job. Our asset management software provides details on an asset's most recent service, as well as access to previous service forms and recommendations.
  • Provide support and expertise to newer engineers through Joblogic's online Support Portal and 24/7 live support team. 

Customer Reviews of Field Service CRM Software

The software is great for our customers because they get a job number straight away and they can track that job right through by logging onto the customer portal. This lets them see when an engineer is on their way to the site.

Adam Spiby
Sales Director at Healthcare Matters

Want to learn more about how Joblogic can streamline your field service operations? Discover how our field service management software can help you to visualise your KPIs at a glance to encourage more informed business decisions.

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Frequently Asked Questions About Field Service CRM Software

Field Service CRM software (also known as Field Service Software) is a type of software that is designed to streamline business operations for field service businesses. Handling a wide variety of features such as job scheduling and dispatching, inventory and parts management, purchase order management and many more features that will make managing your field teams and engineers much easier.

The benefits of field service CRM software are varied. At its core it’s designed to improve your business operations so that you can spend less time on administrative tasks and spend more time on improving performance. Wider benefits of using the field service CRM software include:

  • Improved Efficiency from workflow automation
  • Enhanced customer service
  • More effective resource management
  • Improved reporting and analytics