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Now available for US home service teams

A Centralized Home Service CRM Built for WordPress

Fieldvalo CRM helps cleaning, landscaping, handyman, renovation, and trade service teams manage clients, service requests, jobs, estimates, invoices, team assignments, client portal communication, and email notifications from their own WordPress site.

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Your service business runs on scattered tools

Requests, customer records, job updates, documents, and team communication should not live in disconnected places.

Customers request service by phone, text, email, and website forms

Stop losing service requests across scattered channels. Give clients one dedicated portal to request work.

Owners do not know which jobs need attention

See clients, open jobs, estimates, invoices, team assignments, messages, and recent activity from one WordPress dashboard.

Clients keep calling for updates

Send important updates by email and keep portal records available so clients can follow their own work history.

Team updates stay trapped in text messages

Let team members update assigned jobs with client-visible notes and internal office notes in the right place.

Invoices and estimates are disconnected from the customer record

Keep estimates, invoices, line items, statuses, printable documents, and payment status connected to the client and job.

Small teams cannot afford or manage heavy software

Use a focused, self-hosted CRM built for practical home service workflows inside WordPress.

One centralized CRM for the entire workflow

Fieldvalo CRM is a self-hosted WordPress home service CRM for businesses that need a simple way to manage customer work and communication. Instead of tracking quotes in spreadsheets, jobs in text messages, invoices in another tool, and client updates by phone, owners can keep the daily workflow inside one WordPress-based system.

Clients can request service from a dedicated portal

Turn requests into clients, jobs, estimates, and invoices

Team members update assigned jobs based on their role

Important updates are sent automatically by email

The client portal shows customers their own records and history

Back up and restore your entire CRM as JSON

Everything Your Daily Workflow Needs

A focused system for customer work, not a generic contact database.

Service request portal

Clients submit requests through a dedicated portal so every new opportunity starts with a clear record.

Client and job tracking

Keep customer details, addresses, jobs, activity, notes, and documents connected.

Centralized communication

Link messages, team notes, portal records, and email updates to the right client and job.

Estimates and invoices

Create line-item estimates and invoices with printable documents and clear statuses.

Team assignments

Assign work and let team members update only the records their role allows.

Backups and data ownership

Export and restore your CRM data as JSON from your own WordPress site.

NFC and QR workflows

Connect physical tags and QR codes to simple customer or service workflows.

Reports and CSV exports

Review operational totals and export structured records when needed.

Pro MCP automation

Connect approved MCP-compatible tools to defined CRM actions with confirmation steps.

From service request to completed job

A clear five-step path keeps customers, office staff, and field teams aligned.

Request arrives

The client submits a structured request through the portal.

1

Review and qualify

The owner reviews the request and customer record.

2

Create the work

Turn the request into a job, estimate, assignment, or invoice.

3

Update the client

Team activity and email notifications keep the record current.

4

Close and retain

Complete the job while preserving a searchable history.

5

Replace disconnected tools without adopting enterprise complexity

Fieldvalo CRM is designed around the work small service businesses actually perform.

Capability Fieldvalo CRM Spreadsheets Heavy SaaS
Client and job records ✓ Connected Separate sheets Available
Service request portal ✓ Included — Often included
Your WordPress domain ✓ Native — Vendor domain
Client portal ✓ Included — Plan-dependent
JSON backup and restore ✓ Included Manual copies Vendor-dependent
Designed for 2–25 workers ✓ Purpose-built Manual Often oversized
Monthly range $49–$149 Low software costs $100–$800+

Frequently Asked Questions

Use the demo to map your current spreadsheets, messages, and documents into a clearer workflow.

Fieldvalo CRM is a self-hosted WordPress CRM for home service businesses. It helps teams manage clients, service requests, jobs, estimates, invoices, team assignments, client portal updates, backups, and optional MCP automation.