Simple monthly licensing

Pricing designed for small service teams

Choose the level of CRM capability, setup help, and ongoing support that fits your business. Final pricing depends on the selected license and implementation scope.

Starter

$80/Month

Core CRM licensing for a small team.

Includes:

Clients and jobs
Service request portal
Estimates and invoices
Client portal
Team assignments
Email notifications
JSON backup and restore

Select Plan

Most Popular

Pro

$150/Month

Everything in Starter plus advanced automation capabilities.

Includes:

Everything in Starter
Fieldvalo CRM MCP companion plugin
Approved AI-assisted CRM actions
Confirmation for risky actions
Workflow summaries and logs
Marketing email dry runs

Select Plan

Done-for-you setup

$400/Month

Implementation support based on site condition, data, and workflow scope.

Includes:

Select Plan

Monthly care for businesses that want hands-on help

Care plans range from $99 to $299 per month based on the support level, update responsibility, workflow changes, and response expectations.

Plugin updates and compatibility checks

Backup review and troubleshooting

Configuration assistance

Workflow and staff guidance

Priority support based on plan

Choose the right operating level

Features and limits are confirmed during the demo so your license matches the way your team works.

Capability	Starter	Pro	Done-for-you setup
Clients, jobs, estimates, invoices	Included	Included	Configured for you
Client and request portals	Included	Included	Configured for you
JSON backups	Included	Included	Configured and tested
MCP automation	—	Included	Optional Pro setup
Installation assistance	Guided	Guided	Hands-on
Price	$49–$79/mo	$99–$149/mo	$400/Month