Complete product overview

A focused CRM for every step of home service work

Centralize service requests, clients, jobs, estimates, invoices, team updates, portal communication, email notifications, backups, and Pro automation inside WordPress.

One connected system, not another disconnected app

Each feature is designed to keep the customer, the work, the documents, and the communication attached to the same operational record.

Service request portal

Clients submit requests through a dedicated portal so each request begins with a structured customer record.

Client and job tracking

Manage customer details, service addresses, work history, statuses, notes, and assigned team members.

Centralized communication

Keep messages, internal notes, client-visible updates, and email notifications connected to the right record.

Estimates and invoices

Build line-item documents, update statuses, print professional copies, and track payment state.

Role-based team access

Give administrators, managers, and team members the appropriate level of access to daily work.

Client portal

Approved clients can log in, request service, see their own records, and follow relevant updates.

Backups and data ownership

Export and restore CRM records as JSON from your WordPress environment.

Reports and CSV exports

Review operational summaries and export clients, jobs, documents, and activity for analysis.

NFC, QR, and MCP workflows

Extend the CRM with physical touchpoints and approved automation for Pro users.

Every update stays attached to the customer and job

When a request becomes a job, estimate, invoice, message, or assignment, the related history stays visible. Owners spend less time searching across inboxes, sheets, and personal phones.

Searchable client history

Job status and team assignment

Client-visible and internal notes

Estimate and invoice status

Email notification history

Portable backups and exports

Purpose-built for small home service teams

A focused WordPress CRM delivers the essentials without forcing your team into a much larger enterprise platform.

Capability	Fieldvalo CRM	Spreadsheets	Heavy field-service SaaS
Client management	✓	✓	✓
Job tracking	✓	Manual	✓
Service request portal	✓	—	Plan dependent
Client portal	✓	—	Plan dependent
Connected estimates and invoices	✓	Manual	✓
WordPress-native	✓	—	Usually no
JSON backup and restore	✓	Manual	Vendor dependent
MCP automation	Pro	—	Varies