A CRM built for field service
A field-service CRM at a flat price, never per seat, cloud or self-hosted. Start from a preset for trades and service crews, then customize jobs, dispatch, and customers to your workflow.
Sound familiar?
- Per-seat CRMs cost more with every tech you add.
- Generic CRMs do not handle work orders or dispatch.
- You cannot own your customer and job data.
Your Field service preset, ready on day one.
Start from a configuration built for field service. Customize anything beyond it.
- Work order and job record types
- Pipeline stages from request to invoiced
- Customer equipment and service history
How it works in practice.
Turn requests into scheduled jobs
Inquiries become jobs you can schedule and assign to a tech.
Dispatch and close on site
Move jobs through your stages and invoice when the work is done.
And customize anything beyond the preset.
The preset is a starting point, not a ceiling. Change fields, rename stages, add custom pipelines, wire up automations, and extend the data model to fit exactly how your team works. You own the source, so nothing is locked.
- Custom fields and record types
- Rename or add pipeline stages
- Automations and task triggers
Questions, answered.
- Yes. Start from the preset, then customize everything.
- No. It's flat-priced with unlimited users, cloud or self-hosted, add your whole crew for free.
Can I change the stages and fields?
Do I pay per technician?
Built for the way service crews actually work
A trade business lives and dies by the gap between "customer called" and "tech is on site with the right parts." Generic CRMs give you a contact list; they don't give you a work order, a dispatch view, or a service history for the furnace you repaired two winters ago. That gap is where jobs get double-booked and follow-up maintenance gets forgotten.
The Nanobox field-service preset starts you with work-order and job record types, a request-to-invoiced pipeline, and a place to keep equipment and service history attached to each customer. A new inquiry becomes a job you can schedule and assign; when the tech closes it on site, the record carries the parts used and the next recommended service so you can quote the follow-up before the customer forgets.
Per-seat CRMs punish you for hiring: every plumber, electrician, or HVAC tech you add raises the bill. Nanobox is flat-priced with unlimited users, whether you run it in our cloud or self-host it, so you add the whole crew at no extra cost and change the data model whenever your services do. Rename a stage, add a field for equipment serial numbers, wire an automation for seasonal maintenance reminders: it's yours to shape. Compare pricing or explore the CRM.
Start your field service CRM free.
Start from the field service preset and shape it to your workflow. Flat $29/mo, unlimited users, every module included. Or own the source and self-host from $399.