Leads go cold when nobody's watching.
A hot lead from a phone call or website form can sit untouched until it's too late. FieldGauge tracks every lead through New, Qualifying, Contacted, Proposal, and Negotiating so nothing stalls silently.
AI Customer Intelligence
Built for field service sales
One customer record. Every job, lead, and conversation connected.
FieldGauge's CRM gives plumbing, HVAC, electrical, roofing, landscaping, and field service businesses one connected record for every customer — company info, service locations, notes, leads, and history — instead of scattered spreadsheets and sticky notes.
Every quote request, phone call, job, and estimate ties back to the same customer record, so your team always has full context before they pick up the phone or knock on the door.
Why it matters
Your customer data should work for you, not against you.
Most field service teams lose deals and repeat business because customer information is scattered, forgotten, or trapped in someone's head.
Every customer has more than one address.
Property managers, repeat customers, and multi-site accounts break spreadsheet CRMs. FieldGauge tracks unlimited service locations per contact, each with its own address, notes, and billing flag.
Nobody remembers the full history.
Notes live in someone's head or a sticky note on a monitor. FieldGauge logs every note, stage change, assignment, and touchpoint to a permanent timeline tied to the customer.
You don't know who's at risk until they're gone.
FieldGauge's AI reviews notes, open estimates, and activity automatically and flags aging estimates, stale leads, dormant customers, and recurring complaints before you lose the account.
The system behind the record
How the FieldGauge CRM works.
Every customer record is built from contact details, service locations, pipeline activity, notes, and AI-derived signals — all connected to the rest of your business.
1
Capture the contact
Name, company, phone, email, source, and every service location.
Every customer starts as one record: name, company, phone, email, source, and as many service locations as they need — checked against existing email and phone numbers automatically so you never create the same customer twice.
2
Track the deal through your pipeline
A drag-and-drop board from New lead to Closed Won.
Leads move through New, Qualifying, Contacted, Proposal, Negotiating, and Closed Won or Closed Lost on a drag-and-drop board, each carrying its own value, urgency, and source.
3
Log every touchpoint automatically
Notes, stage changes, assignments, and system events.
Notes, stage changes, assignments, and system events write to a permanent timeline against the contact and the lead — a full audit trail with no manual logging.
4
Let AI flag risk and opportunity
Summaries, risk assessments, and next-best actions on demand.
FieldGauge's AI reviews notes, open leads, pending estimates, and activity history to surface aging estimates, stale follow-ups, dormant accounts, and recurring complaints — then generates summaries, risk assessments, and next-best actions grounded in the real record.
5
Connect to jobs, estimates, and your team
The record everything else in FieldGauge hangs off of.
Every contact links directly to their jobs and estimates, plus the crew and staff assigned to serve them — so the CRM isn't a separate system, it's the record everything else runs on.
No spreadsheets. No sticky notes. Just one connected record for every customer.
Connected to FieldGauge
Not just a contact list. The record everything else runs on.
A quote request from your website doesn't just land in an inbox — it's automatically captured as a lead, matched or created as a contact, and ready to convert into a job or estimate without re-typing a single detail.
-
Quote request or call comes in
Captured as a lead automatically
-
Contact created or matched
Deduped against existing customers
-
Converted to a job or estimate
Same record, zero re-entry
What's in the CRM
Everything you need to run customers, leads, and your team.
From the first contact to the crew that shows up on-site, FieldGauge's CRM keeps every piece connected.
Contact & Company Profiles
Full customer records with company, contact type, price tier, and assigned rep — not just a name and a phone number.
Service Locations
Track unlimited addresses per customer, each with its own notes, billing flag, and coordinates for routing.
Sales Pipeline (Kanban)
Drag leads through New, Qualifying, Contacted, Proposal, Negotiating, and Closed stages with value and urgency tracked at every step.
Notes & Activity Timeline
Every note, stage change, and system event logged permanently against the customer and the lead.
AI Customer Intelligence
On-demand AI summaries, risk assessments, and next-best actions grounded in the customer's real data.
Automated Lead Capture
Website quote requests and external leads flow into the CRM automatically through FieldGauge's workflow engine.
Duplicate Protection
New contacts are checked against existing email and phone records automatically so your customer list stays clean.
Crews & Dispatch Groups
Organize technicians into crews with a designated foreman and dispatchable status, ready to hand off to scheduling.
Staff Directory & Roles
Manage your team's roles and access — Admin, Manager, Technician, Client — with permissions that scale with your business.
Fewer
leads slipping through the cracks unnoticed
Faster
follow-up on stale leads and dormant accounts
Smarter
risk detection before you lose a customer
Build the record everything else runs on
Stop guessing who your customers are. Start knowing.
FieldGauge's CRM keeps every contact, lead, note, and job connected to one record — so your team always has the full picture before they ever pick up the phone.