Every customer, job, quote, photo, and payment in one record. Auto-built from every text, call, and field visit. 50+ trades. Try free.
What is a field service CRM?
A field service CRM is a customer relationship management system built specifically for trade businesses (HVAC, plumbing, roofing, lawn care, cleaning, electrical, painting, and more) rather than generic SaaS workflows. Unlike Salesforce or HubSpot, OptimizeIt's field service CRM auto-builds each customer record from every text, call, and field visit — connecting jobs, quotes, photos, payments, asset history, and recurring schedules into one record per customer. Operators eliminate manual data entry, book repeat jobs 5x faster, and recover the 23% of repeat revenue typically lost to dirty spreadsheet records.
Can I import from Jobber, Housecall Pro, or QuickBooks?
Yes — customers, jobs, recurring schedules, historical revenue, asset records, and photos all migrate. White-glove migration is included free on paid plans. Most operators are fully cut over within 5 business days. CSV import works for Excel / Google Sheets workflows.
What if a customer has two service addresses?
One customer record, multiple address records. The asset history lives at each address (HVAC at the house, AC unit at the rental property). Jobs route to the right address. Billing rolls up to the customer or per-address — your call.
How does the auto-attach to existing customers actually work?
AI matches by phone number first, then by address, then by name + zip. If there’s a fuzzy match (slight typo, formatting difference), the CRM flags it for one-tap merge instead of silent-duplicating. Operators who run dirty data find their dupes self-cleaning within 30 days.
Is it really 360° — does it include emails and call recordings?
Yes. Calls through the AI Receptionist are recorded, transcribed, and attached. Inbound emails (forwarded to a per-tenant address) get parsed and attached. SMS threads are native. Tech field notes sync from the crew app. Stripe payments + signed agreements + customer-uploaded photos all land in the same timeline.
Frequently asked questions
What is a field service CRM?
A field service CRM is a customer relationship management system built specifically for trade businesses (HVAC, plumbing, roofing, lawn care, cleaning, electrical, painting, and more) rather than generic SaaS workflows. Unlike Salesforce or HubSpot, OptimizeIt's field service CRM auto-builds each customer record from every text, call, and field visit — connecting jobs, quotes, photos, payments, asset history, and recurring schedules into one record per customer. Operators eliminate manual data entry, book repeat jobs 5x faster, and recover the 23% of repeat revenue typically lost to dirty spreadsheet records.
Can I import from Jobber, Housecall Pro, or QuickBooks?
Yes — customers, jobs, recurring schedules, historical revenue, asset records, and photos all migrate. White-glove migration is included free on paid plans. Most operators are fully cut over within 5 business days. CSV import works for Excel / Google Sheets workflows.
What if a customer has two service addresses?
One customer record, multiple address records. The asset history lives at each address (HVAC at the house, AC unit at the rental property). Jobs route to the right address. Billing rolls up to the customer or per-address — your call.
How does the auto-attach to existing customers actually work?
AI matches by phone number first, then by address, then by name + zip. If there’s a fuzzy match (slight typo, formatting difference), the CRM flags it for one-tap merge instead of silent-duplicating. Operators who run dirty data find their dupes self-cleaning within 30 days.
Is it really 360° — does it include emails and call recordings?
Yes. Calls through the AI Receptionist are recorded, transcribed, and attached. Inbound emails (forwarded to a per-tenant address) get parsed and attached. SMS threads are native. Tech field notes sync from the crew app. Stripe payments + signed agreements + customer-uploaded photos all land in the same timeline.
Which OptimizeIt plan includes the CRM?
The 360° CRM is the foundation of every plan, including Free. Asset tracking, recurring schedules, and the customer portal start at Core ($79/mo annual, $99/mo monthly). White-glove migration is included on every paid plan.
