Field ServicesThe operating system of the field company
For a field company, the CRM is not an accessory: it is the system that runs the business. SellioCRM Field Services organizes everything on the Customer, Property and Equipment axis and moves work through the Job and Visit cycle: online booking, daily dispatch per technician, routes, automatic customer communication, trade-specific forms and checklists, equipment replacement opportunities and even production projects with permits, change orders and insurance claims. Born for HVAC, plumbing and electrical, with a country-neutral engine and an offline-first mobile foundation for the technician who works where the signal does not reach.
Here the CRM is the operating system
There is no hidden ERP behind it: scheduling, dispatch, jobs, communication and compliance run in the same place. One source of truth from the call to the payment.
The Customer, Property, Equipment axis
Service happens at a property, on a piece of equipment. The system keeps the history of every installed asset: warranty, age, repeated failures and the right moment to propose a replacement.
Field first
Geo-referenced visit check-in, live technician status and an offline-first mobile foundation: work does not stop when the signal drops.
Pluggable trades and countries
HVAC, plumbing and electrical out of the gate, with trade-specific forms and a country-neutral engine. The operation grows without switching systems.
Everything inside
Real product modules, ready on day one. No empty promise: every item below exists and operates today.
Properties and installed equipment
Every address with its access rules, contacts and the full installed base.
- Property types: residence, commercial, condo, store, office, warehouse, industrial, rented unit, third party
- Access notes: gate code, keys, animals, parking, time rules and security
- Contacts by role: on site, financial, technical, approver, owner, tenant, facilities manager
- Equipment per property with active, under warranty, replaced or decommissioned status
- Automatic alerts: age, warranty expiring or expired, overdue maintenance, repeated failure, replacement opportunity
Jobs and visits
A work cycle with states that reflect real field life, not a make-believe kanban.
- Nine job types: emergency, repair, install, replacement, maintenance, inspection, estimate, warranty and callback
- A full state machine: draft, scheduled, dispatched, en route, on site, in progress, completed, invoiced, paid
- Real waiting states: awaiting parts, approval, payment, permit, customer and weather hold
- Multiple visits per job, with checklist and notes
- Priorities from low to urgent
Dispatch, schedule and routes
The daily board per technician, with double-booking blocked and routes published.
- Daily dispatch board with a column per technician
- Live technician status: available, en route, on site, busy, delayed, off
- Double-booking blocked and conflicts highlighted on the board
- Unassigned visits visible so nothing gets left behind
- Route building per technician and day, with total distance and time, published to the technician
- Geo-referenced visit check-in and check-out, with computed duration
Online booking
The booking request comes in on its own and becomes a job in one click.
- Request with customer, phone, address, trade, zone and time window
- Confirm or reject with a structured reason: out of area or no availability
- Confirmed requests converted into jobs
- Request queue with new, confirmed, rejected, converted status
Customer communication
The customer knows what is happening without calling to ask.
- Ready-made events: appointment reminder, on my way, job follow-up and missed-call textback
- Channels: SMS, email, WhatsApp and in-app
- Message templates per event
- Sent, skipped or failed recorded per communication
Forms, checklists and compliance
Trade-specific inspections and checklists, with non-conformities that trigger action.
- Form templates per trade: checklist, inspection or free-form
- Yes/no, text, number, select and photo fields
- Per-field non-conformity rule: the wrong answer flags the problem on the spot
- Submissions with approval or rejection
- History per job and per property
Equipment replacement (service-to-sales)
The installed base becomes a sales pipeline: the system points at what is reaching end of life.
- Scan of the installed base for replacement opportunities
- Score and estimated value per opportunity
- Structured reasons: age, repeated failure, warranty expired or expiring
- Identified, quoted, won, lost or dismissed flow
- From the equipment alert to the quote in a few clicks
Production and commercial agreements
Long contractor projects and multi-site service agreements with SLA and NTE.
- Production projects by stage: estimate, permitting, scheduled, in production, punch list, closeout, complete
- Change orders with approval, punch list and weather hold
- Permits by type with status, material takeoff and insurance claims with carrier, amount, deductible and net
- Service agreements with SLA, NTE cap and PO requirement
- Automatic job evaluation against the agreement: allowed, blocked or needs approval
- Recurring inspections per site and a billing rollup: billed, paid and outstanding
Governance built in
Industry rules enforced in the engine, not in a slide deck.
Isolation and permissions
Tenant isolation enforced in the database (RLS) and field roles with RBAC: the technician sees what they need, finance sees what is theirs.
Communication with consent
The communication policy respects the customer channel and consent, with a record of what was sent, skipped or failed.
Offline-first as a foundation
The mobile architecture is born offline-first: the field records and the system syncs, instead of freezing without signal.
Everything configurable, nothing in code
Job types, forms, message templates, zones and agreements are catalogs you edit through the interface.
Plus the whole SellioCRM
The vertical adds to the complete platform, in the same system and with no extra subscriptions.
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Learn more →SellioCRM Health
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Learn more →SellioCRM Financial Services
Parties, KYC, screening and households, with a decision trail that survives an audit.
Learn more →Run the entire field operation in one system
Free for your whole operation. It stays free as long as infrastructure usage always stays below US$20 a month; once you go over, you pay the month's consumption.
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