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Who FieldBuilt CRM Is Best For
Is FieldBuilt right for you

This CRM is best for field-driven teams who want simple operations and control

If you want flat pricing, practical workflows, and the option to own your CRM, you are in the right place.

Quick profile

Customers who see the fastest wins share a few traits.

Service-based Crew in the field Phone + SMS heavy Simple over complex Wants data control Hates nickel-and-diming

Owner-operators

You run the business and still jump on jobs. You need a system that captures every lead, follows up, and keeps the schedule full without extra work.

  • Simple dashboard for today’s jobs and calls
  • Automatic text and email follow up
  • Flat pricing that does not creep up

Growing crews

Your team is expanding. You want one place for leads, jobs, and customer communication. You do not want to pay per user forever.

  • All features included at every level
  • Dispatch and team messaging
  • Option to own the CRM as you scale

Multi-location teams

You manage several locations or divisions. You need clean reporting, consistent workflows, and control over your data.

  • Standardized workflows and templates
  • Centralized reporting
  • Self-hosted option for full data control

Industries that see the most value

FieldBuilt is designed around the day-to-day of field service work.

Home services

  • Plumbing, HVAC, electrical
  • Landscaping, lawn care, irrigation
  • Tree service, pest control

Specialty trades

  • Construction and remodeling
  • Solar installers and energy
  • Pool and spa services

Property services

  • Property maintenance
  • Commercial cleaning
  • Snow and seasonal services

Common use cases

Switching from subscription-only CRMs

You are done with per-seat pricing and add-on fees. Start on SaaS to stay lean, then move to ownership when it makes sense.

  • All features included on day one
  • Payments roll into your license later
  • No vendor lock-in with self-hosted

Outgrowing spreadsheets

You want reliable tracking, reminders, and reporting. FieldBuilt centralizes communication and follow up so nothing slips.

  • Lead capture and pipeline tracking
  • SMS, email, and call logs
  • Simple dashboards and reports

Seasonal demand

Busy seasons require tight follow up and scheduling. Automations keep crews booked and customers informed.

  • Automated reminders and nurture
  • Dispatch visibility for the day and week
  • Bulk campaigns for seasonal offers

Compliance and recordkeeping

Keep a clear history of jobs and communication. Protect your business with organized records.

  • Customer timeline with messages and notes
  • File and photo attachments
  • Role-based access controls

Team sizes that fit well

Team profile What you get Suggested plan
1–4 users Everything you need to capture, schedule, and follow up without extra tools SaaS at $89 per user per month
5 users Small crew with steady lead flow and simple dispatch SaaS bundle at $249 per month
20+ users Growing operation with multiple crews and roles SaaS flat at $699 per month or consider ownership
Long-term scaling Control costs and users without limits Self-Hosted license with done-for-you install

When you choose ownership later, your SaaS payments can be credited toward your license.

Who may not be a fit

  • Marketing agencies seeking a white-label platform for resale
  • Teams that want complex funnel builders over simple operations
  • Enterprises needing a full ERP with deep inventory and custom accounting

Still unsure

We are happy to take a quick look at your workflow and give you an honest answer. If FieldBuilt is not the best fit, we will say so.

If you work in the field, FieldBuilt was made for you

Start lean on SaaS or own it forever. All features included either way.

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