Know Every Customer Inside and Out
A purpose-built CRM for field service businesses. Customer profiles with job history, vehicle info, payment records, communication logs, and notes — everything your team needs before, during, and after the job.
The Problem
Life without field service crm
When a repeat customer calls, your office staff scrambles: 'What service did we do last time? Who was the technician? Did they pay? Is there a gate code?' Customer information is scattered across sticky notes, text messages, and different employees' memories. New hires have zero context on existing customers.
The GetTimePad Solution
Field Service CRM that just works
GetTimePad's CRM gives every customer a comprehensive profile that captures their full history with your company. Every appointment, payment, SMS conversation, review, and note is linked to the customer record and accessible in one click. When a customer calls, your staff sees everything they need before picking up the phone. When a technician arrives, they know the customer's history, preferences, and any special access instructions.
Deep Dive
Everything inside Field Service CRM
A closer look at the capabilities that make GetTimePad's field service crm best-in-class.
Customer Profiles
Each customer has a detailed profile with name, phone, email, address, and custom fields. Profiles are auto-created when a customer books online or is added by staff.
Full Job History
See every appointment a customer has ever had — service type, technician, status, duration, and outcome. Spot patterns like frequent cancellations or seasonal service needs.
Vehicle Information
Store year, make, model, VIN, and key type for automotive customers. Technicians arrive prepared with the right key blanks and programming tools without calling the customer.
Payment History
View every payment, deposit, and invoice linked to the customer. See outstanding balances and payment trends. Flag customers with a history of late payment.
Communication Log
Every SMS, email, and notification sent to or received from the customer is logged chronologically. Search by date or keyword. Never lose context on a customer interaction.
Notes & Tags
Add internal notes visible only to your team: gate codes, pet warnings, parking instructions, customer preferences. Tag customers (VIP, commercial, residential) for easy filtering and segmentation.
How It Works
Field Service CRM in 4 simple steps
Customer Is Created
When a booking comes in, the customer profile is auto-created with their contact info and job details.
History Builds Automatically
Every appointment, payment, SMS, and review is linked to the customer record — no manual data entry.
Staff Accesses in One Click
When the customer calls, click their name to see full history, notes, and outstanding balances.
Techs Arrive Informed
Technicians see customer notes, vehicle info, and access instructions in Tech Mode before arriving.
Results
The impact on your business
Instant customer context
Staff and technicians see full customer history in one click, eliminating 'let me look into that' delays.
Increase repeat business by 25%
Understanding customer history enables personalized follow-ups and proactive service recommendations.
Eliminate information silos
All customer data lives in one place, accessible to office staff, dispatchers, and technicians.
Industry Applications
See how field service crm works for…
Locksmith
Store vehicle make/model and key types so locksmiths arrive with the right blanks for repeat customers.
HVAC
Track equipment models, filter sizes, and warranty dates for each customer's system.
Plumbing
Note pipe materials, water heater types, and access instructions for each property.
Electrical
Record panel types, circuit counts, and inspection history for commercial and residential customers.
Related Features
Works even better together
Field Service CRM is just one piece of the puzzle. Explore these complementary features.
FAQ
Frequently asked questions
Can I import existing customers?
Are customer profiles created automatically?
Can I add custom fields?
Is there a search function?
Can I segment customers with tags?
Try Field Service CRM free for 14 days
No credit card required. Set up in under 5 minutes. See why field service businesses are switching to GetTimePad.