Field Service CRM Built for Trucks, Not Desks
Generic CRMs assume your team is at a desk. Field service teams aren't. Your techs are in a van between 6 stops, in a basement with no cell signal, on a roof at 11am, in a customer's driveway charging the invoice at 4pm. Smarfle is a field service management CRM where every workflow assumes mobile-first.
Field service is unlike any other CRM use case. Your operations don't happen at a desk. They happen in a truck, on a roof, in a customer's basement, in a yard with no cell signal. Generic CRMs were designed for office workers staring at desktop monitors all day. Even the best ones treat mobile as an afterthought, a stripped-down companion app. A real CRM for field service has to flip that priority. The mobile app comes first, the desktop is the office-side view. Smarfle's field service CRM is built mobile-first from day one. Technicians run the entire workflow from a $400 Android: open work orders, log photos, dispatch the next stop, collect payment, message the office, all from the truck. The 24 field-service industries Smarfle serves (HVAC, plumbing, electrical, landscaping, pest control, restoration, and 18 more) all use the same mobile-first foundation.
30 industries we serve as a field service teams CRM
Click any industry for the full vertical-specific page with industry pain points + workflow + features.
What field service teams get from Smarfle
Mobile-first PWA, no app store delays
Smarfle is a Progressive Web App. Technicians install it from your branded portal URL in 10 seconds, no Apple/Google review delays, no $99/year developer fees. Every feature works on a 5-inch Android screen as well as it works on a desktop browser.
Real-time dispatch board with drag-and-drop
Dispatcher sees every tech's day in one view. New emergency call rolls in, drag it onto the right truck, system auto-recalculates the route and warns if the next job will run late. Tech gets the updated route on their phone within seconds.
Route optimization powered by Google Directions
Smarfle reorders your daily stops using real Google Directions data, not just zip-code clustering. Cuts 20-30 minutes off most 8-stop routes. That's enough for one more billable job per crew per day at zero extra labor cost.
GPS check-in + on-site time tracking
Techs check in at each stop. GPS coordinates log to the work order so you have proof of presence when a customer disputes a service call. On-site time automatically rolls up against the labor estimate.
Offline-first sync that actually works
Tech in a basement, on a roof, in a yard with no LTE? Smarfle queues every action locally (work order updates, photos, signatures, time logs) and syncs the second connectivity returns. Most field-service CRMs break here. Smarfle's offline mode is the reason a lot of our customers switched in the first place.
Photo proof attached to every job
Before, during, after photos auto-attach to the work order with GPS + timestamp. Customer disputes the work? Pull up the photo trail in two taps. Insurance claim needs documentation? Already attached.
Same-day invoicing from the truck
Job done. Tech taps Complete on the work order. Invoice auto-generates from the line items + parts logged. Customer gets SMS with payment link. Pays via card or ACH on the way back to their door. No clipboard, no paper invoice book, no end-of-week billing scramble.
Built for the 24 field-service industries we serve
Pest control (treatment logs per visit). HVAC (refrigerant tracking by EPA Section 608). Roofing (storm-damage insurance claims). Each industry gets default labels, services, voice AI prompts, and feature visibility that matches how the trade actually works. Generic CRMs ship one template for everyone.
Generic CRM vs Smarfle for Field Service Teams
Run a different kind of service business?
Sister hubs covering the rest of the Smarfle CRM universe.
Plans that scale with your business
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Solo
Sole operators getting started
Starter
Small teams adding tools and growth
Professional
Growing service businesses
Business
Multi-location operations
Field Service Teams CRM questions, answered
How does Smarfle compare to ServiceTitan for field service?
ServiceTitan is excellent enterprise field-service software at $400+/seat/month + setup fees + annual contracts. Built for $5M+ revenue residential service businesses. Smarfle is built for small-to-medium field service operations (1-30 techs) at $19-349/month total. Same core workflow (dispatch, mobile work orders, route optimization, photo proof) without the enterprise pricing or implementation overhead.
Does the mobile app really work offline?
Yes, this is what we're known for. Smarfle's PWA caches the work order, customer info, services, and pricing locally. Tech can complete the entire job (notes, photos, signature, payment capture) offline. Everything syncs to the office the moment cell signal comes back. We test this every release because it's the #1 reason customers switch from competitors that 'support mobile' but break the moment you lose LTE.
Can I track techs in real time on a map?
Yes. Tech check-ins post GPS coordinates to the dispatch board. Dispatcher sees current position + next stop + ETA. Used most by HVAC, plumbing, and pest control teams running 6-12 stops per day per truck.
How does route optimization handle emergency calls?
Drag the new emergency onto the dispatch board. Smarfle re-checks travel time + warns if it pushes the next job past its window. Tech gets the updated route on their phone within seconds. Most emergencies absorbable without dropping a scheduled stop.
Does this work for commercial field service or just residential?
Both. Fire protection inspections (commercial-only), HVAC service contracts (mixed), pest control (mixed), security alarm (commercial-leaning) all run on Smarfle. Multi-location commercial customers get their own portal showing service history across all sites.
What about parts inventory in the trucks?
Inventory tracks per-truck (capacitors on Truck 1, refrigerant on Truck 3). Dispatch warns when a job needs a part the assigned truck doesn't have. Restock alerts fire when stock dips below reorder level.
Can technicians schedule their own follow-ups?
Yes. Tech finishes a service call, sees the recommended next service (water heater flush in 6 months, return for replacement quote in 2 weeks), and schedules the follow-up before they leave the customer's driveway. Massive retention boost vs. forgetting to follow up.
How are SMS confirmations + reminders handled?
Automated SMS confirmations on booking, day-before reminders, 'tech is on the way' messages with ETA, and post-service review requests. All configurable per business. Billed at $0.03 per SMS pay-as-you-go.
Ready to run your business on one tool?
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