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Field Service CRM

Dispatch Smarter, Retain Every AMC, and Build a Service Business That Runs on Time

Dispatch technicians in seconds instead of minutes, track every job from arrival to completion, automate AMC renewals before customers go quiet, and invoice on-site. No long-term contracts and no setup fees.

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Free Forever • No Credit Card Required

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Field Service CRM

Live sample workspace for Field Service: Technician dispatch and routing that assigns service calls to the nearest.

Open pipeline

42

+12% this month

Follow-ups due

9

5 automated

Response SLA

18m

-34% faster

Automation coverage

76%

Technician dispatch and routing

1

Field Service Account

Technician dispatch and routing that assigns service calls to the

Rs. 2.4L

Job scheduling with service

1

Field Service Opportunity

Job scheduling with service history so every technician knows what

Rs. 1.1L

AMC contract tracking and

1

Field Service Renewal

AMC contract tracking and automated renewal reminders that flag renewals

Rs. 78K

Customer feedback and satisfaction

1

Field Service Follow-up

Customer feedback and satisfaction tracking after every job to identify

Rs. 3.2L

Quick answer

Is HelloGrowthCRM right for Field Service CRM?

Yes. HelloGrowthCRM gives Field Service CRM a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons.
  • Technician dispatch and routing that assigns service calls to the nearest available team member with live location tracking
  • Job scheduling with service history so every technician knows what was done on the last visit and what parts are needed
  • AMC contract tracking and automated renewal reminders that flag renewals before they lapse so recurring revenue stays recurring

See pricingBook a demo

HelloGrowthCRM

Capture. Follow up. Close.

From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.
  1. Step 1

    Capture

    Web forms, WhatsApp, calls and ads land in one inbox

  2. Step 2

    Qualify

    AI lead scoring flags who is ready to talk

  3. Step 3

    Assign

    Routed to the right rep automatically

  4. Step 4

    Follow up

    Reminders, sequences and WhatsApp nudges

  5. Step 5

    Track the deal

    Stages, value and next step in the pipeline

  6. Step 6

    Win & retain

    Renewals and repeat business stay on the radar

Every call, message and email is logged on the contact — the history travels with the lead.

One contact record, one pipeline, one clear next step.

01

Why field service teams look past ServiceTitan, Jobber, and WorkWave

ServiceTitan is built for enterprise field service — national chains with large technician fleets get real value from its breadth, and from the implementation programme that comes with it. A five-technician plumbing or HVAC team is buying that breadth whether it uses it or not, and paying for the rollout that makes it work.

Jobber and WorkWave sit closer to the mid-market and are strong on mobile dispatch and scheduling. Where service teams tell us they still end up improvising is after the job closes: AMC renewal tracking, payment capture at the site, and the follow-up that turns a one-off emergency call into a contract.

HelloGrowthCRM lists at ₹899/user/mo + GST with a Free Forever plan and no long-term contract. The tradeoff is not feature count, it is focus: dispatching technicians without chaos, and not losing an AMC renewal to silence. Compare the detail on our ServiceTitan alternative page.

If annual maintenance contracts are the whole business rather than one revenue stream alongside emergency work, start with CRM for field service & AMC companies instead — it covers contract renewal tracking in more depth. This page is for teams running both planned AMC visits and unscheduled HVAC, plumbing, and electrical call-outs.

02

HVAC Service: Seasonal peaks and year-round maintenance revenue

The HVAC dispatch challenge

An HVAC business runs two very different revenue streams: emergency maintenance calls (ACs failing during peak summer) and planned AMC visits (quarterly or semi-annual preventive maintenance). Emergency calls come in unpredictably and must be assigned to a technician who knows the customer's system. Planned AMC calls come on a schedule but are easy to forget or mis-schedule.

Most HVAC businesses manage this with a combination of spreadsheets, group chats, and phone calls — a system that barely holds up until the first technician's phone dies or one customer calls about a missed appointment.

How HelloGrowthCRM works for HVAC

Every HVAC customer record stores the equipment installed (split AC, window unit, central chiller, etc.), the last service date, the next scheduled AMC date, and parts that have been replaced. When an emergency call comes in, the dispatcher sees this history and assigns the call to whoever serviced that unit last. When an AMC is due, HelloGrowthCRM flags it automatically and schedules it with the right technician. Payment is captured on mobile after the work is done, so seasonal cash-flow peaks hit your bank account the same day the work finishes.

03

Plumbing Emergency Response: Speed and professionalism drive retention

The plumbing dispatch reality

A plumbing emergency — a burst pipe, a blocked drain, a failed water heater — is usually a crisis for the customer. They call the first plumber who picks up and answers honestly about arrival time. The plumber who arrives within 90 minutes and fixes the problem with one visit becomes the referral source for that customer's entire building for years. The plumber who arrives late or needs a second visit loses that customer to someone more responsive.

How HelloGrowthCRM works for plumbing

When an emergency call arrives, it is logged with the address, the problem (backup, burst, fixture), and the customer's service history. HelloGrowthCRM shows the closest available plumber, the materials they have on the vehicle, and the customer's past service notes. The dispatcher assigns the call in 10 seconds. The customer receives an ETA text. The plumber arrives, fixes the problem, and captures the invoice on mobile — no follow-up billing. High-touch follow-up a few days later (automated over WhatsApp) turns that emergency into an AMC customer. The point of that follow-up is to make the AMC conversation happen while the repair is still fresh, rather than months later when the customer has forgotten who came out.

04

Electrical Contractors: Compliance tracking and project continuity

The electrical contractor challenge

Electrical work is highly regulated. Every installation needs inspections, certifications, and sign-offs. Every technician must maintain current licensing and training. When a project spans multiple days and multiple technicians, coordinating handoffs and ensuring compliance becomes a heavyweight admin task.

How HelloGrowthCRM works for electrical contractors

HelloGrowthCRM tracks every project with inspection dates, compliance requirements, and the specific certifications needed. When a project is assigned to a technician, the system checks that the technician holds the required license for that work. Multi-day projects are tracked with handoff notes so the next technician knows exactly what was done, what materials were installed, and what inspection is needed next. This visibility prevents re-work, speeds up compliance sign-offs, and makes it easy to scale from solo contractor to a team without dropping balls.

05

What changes in day-to-day operations

Dispatch stops being a phone-tree

The manual version of dispatch is a sequence of calls: ring round the available technicians, work out where each one is, confirm they can handle the job type, then call the customer back with an arrival window. In HelloGrowthCRM the dispatcher sees available technicians ranked by distance and skill, clicks assign, and the customer gets the ETA by SMS or WhatsApp automatically. The saving is the whole call-back cycle, repeated for every job of the day.

AMC renewals stop depending on memory

Manually tracked renewals get caught when the owner remembers, when a customer rings to schedule, or when someone happens to open the right spreadsheet. HelloGrowthCRM flags every contract four to six weeks before expiry and keeps the renewal conversation on the customer record, so the lapse you never noticed becomes a task someone owns.

Payment lands on the day of the job

Without on-site invoicing, field service teams bill days or weeks after the work is finished, and then chase it. With mobile invoice capture the invoice is raised and paid at the site. For seasonal HVAC work and plumbing emergency response, that moves collection into the same week as the peak instead of the one after it.

06

A worked example: 10-technician field service business

The figures below are an illustration, not measured results. They are there so you can swap in your own contract values and job volumes and see whether the arithmetic works for your business — your numbers will differ. The only figure here that is a fact rather than an assumption is the price.

AssumptionIllustrative valueWhat it actually depends on
Active AMC contracts100Your contract book today
Average annual AMC value₹10,000Your own rate card
Renewals currently missed10 per yearHow renewals are tracked now — count last year’s lapses
Renewal revenue in play10 × ₹10,000 = ₹1,00,000/yearAssumes reminders convert a missed renewal into a kept one
HelloGrowthCRM cost (fact)10 × ₹899 × 12 = ₹1,07,880/year + GSTList price; GST treatment depends on your GSTIN

On those assumptions, catching ten lapsed renewals a year is roughly the cost of the software for a ten-person team. Everything else — dispatcher time saved on call-backs, fewer repeat visits from better parts tracking, invoices paid on the day of the job — sits on top of that, and is a timing and workload improvement rather than new revenue. Before you take any of it on trust, pull one number from your own records: how many AMC contracts lapsed last year without anyone noticing. That single figure tells you more than any vendor’s ROI model.

AI & Intelligence

AI Features Built for Field Service

HelloGrowthCRM ships 12 AI agents across 3 autonomy levels — from fully autonomous voice calling to assistive smart compose. Every AI action is logged and reversible.

Smart Technician Routing

Dispatch to the nearest available technician with one click, accounting for skill level and equipment familiarity.

Automated Job Reminders

Customer confirmations and job status updates sent automatically over WhatsApp and SMS.

Predictive AMC Renewals

System flags contracts approaching renewal and suggests re-engagement timing based on past customer behavior.

Field Productivity Analytics

Technician utilization, average job time, and customer satisfaction tracked automatically.

Explore AI Agents

All AI features included on every paid plan. No add-ons.

07

What setting it up actually involves

HelloGrowthCRM comes pre-configured for field service operations, so there is no need to build custom workflows or integrations. Add your technicians, your customers, and your service packages. Set your AMC renewal reminder timing. Turn on WhatsApp notifications. There is no custom build to commission first, so the work is entering what you already know about your team, your customers, and your service packages rather than designing a system from scratch.

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

  • Technician dispatch and routing that assigns service calls to the nearest available team member with live location tracking
  • Job scheduling with service history so every technician knows what was done on the last visit and what parts are needed
  • AMC contract tracking and automated renewal reminders that flag renewals before they lapse so recurring revenue stays recurring
  • Customer feedback and satisfaction tracking after every job to identify upsell opportunities and protect retention
  • Invoice and payment capture at the job site so cash collection happens the same day the work is done
  • Parts inventory and material tracking linked to jobs so stock depletion is flagged and emergency shortages are avoided
  • Photo and note capture on mobile so job completion is documented and disputes are settled with evidence
  • Real-time job status updates sent to customers so emergency calls feel handled with urgency and professionalism
  • Team performance tracking and technician utilization metrics so field productivity is measured and rewarded
  • WhatsApp and SMS job confirmations and completion reminders that reduce no-shows and improve customer experience
Watch it work

Field Operations in HelloGrowth CRM | 48-Second Feature Overview

Field Operations in HelloGrowth CRM | 48-Second Feature Overview
A short walkthrough of HelloGrowthCRM for field service and operations.

Key takeaways from this video

  • How the Field Operations section is organised.
  • Tracking field activities and updating reports inside the CRM.
  • Capturing leads on site, including through exhibition capture.

HelloGrowthCRM by the numbers

$12
per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0
free forever starter plan — no credit card required
14-day
trial included on paid plans
259+
live integrations, from WhatsApp to Tally and QuickBooks
500+
teams worldwide run their pipeline on HelloGrowthCRM

Frequently Asked Questions

Common questions about using HelloGrowthCRM in your industry.

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Prefer email? Write to sales@hellogrowthcrm.com