Can field technicians and crew access the CRM on mobile?

Yes, 100%. ServiceCRM is designed mobile-first. Your field technicians, electricians, plumbers, HVAC specialists, and repair contractors receive a lightweight, battery-optimized mobile interface. They can view assigned jobs, navigate via Google Maps, capture before/after photos, record replacement parts used, and obtain digital customer signatures right from their phones.

Can I customize our service rates, price book, and parts catalog?

Absolutely. While ServiceCRM includes pre-calibrated rate templates for electrical, plumbing, HVAC, appliance repair, and property maintenance, you have complete freedom to configure custom service items, standard task hours, diagnostic callout fees, technician commission splits, and spares markups.

Is company and customer data isolated and secure?

Yes. Enterprise security is standard. Every service business operates in complete logical data isolation with tenant-level encryption. Your customer phone numbers, quotation formulas, and revenue numbers are never visible to unauthorized crew members or competitors. We host on AWS Mumbai with automated daily snapshots, TLS 1.3 encryption in transit, and SOC2 Type II compliance.

How do I import existing customer records and contact history?

You can import your past customer database, price lists, and vendor catalogs in seconds via our 1-click CSV/Excel importer. If you currently track jobs on paper, WhatsApp groups, spreadsheets, or Google Calendar, our onboarding team provides complimentary data cleanup and migration assistance during your 7-day free trial.

⚡ Built forAll Small Service Businesses, Field Techs & Contractors

The Operating System for Small Service Businesses That Runs Your Jobs on Autopilot.

Stop losing leads to missed WhatsApp messages and messy spreadsheets. Capture inquiries, run instant job cost estimates, dispatch technicians, track parts, deliver verified quotations, and collect payments—all from one platform.

Trusted by 500+ active small service businesses, field contractors & technicians.

42%

Lead Conversion

60s

Job Quote Time

500+

Service Teams

Enterprise Flexibility for Every Service Vertical

Tailored Operations for Any Small Service Business

Whether you run a team of 3 electricians, a mobile auto care fleet, or an appliance maintenance company, ServiceCRM automates your entire job cycle from WhatsApp inquiry to verified payment.

Interactive Job Scoper: Electrical, HVAC & PlumbingField Ops Mode

Select required diagnostic tasks and service scope to simulate instant cost generation.

Callout Urgency:

Add / Remove Diagnostic & Service Items:

Full Electrical & Mechanical Diagnostic

45 mins₹499

Refrigerant Leak Test & R32 Recharge

1.5 hrs₹2200

Panel Circuit Breaker (MCB) Replacement

1 hr₹1150

Water Pressure Booster Pump Overhaul

2 hrs₹1850

Technician app auto-prompts mandatory safety check & parts consumption photo.

ISO Checklist Active

Calculated Customer Work Order2 Services Selected

Base Labor & Diagnostic:₹2699

Applicable GST (18%):₹486

Total Customer Quote:₹3,185

Automated WhatsApp Workflow:

1. Instant PDF quote sent with 1-click token pay link

2. Customer approves → Tech Manoj notified with GPS route

3. Work completed → Digital signature & GST tax invoice

Architected for Modern Small Service Operations

Enterprise Power, Unmatched Simplicity.

Replaces 5 disjointed tools—from WhatsApp lead intake and smart job pricing to technician dispatch calendar and instant GST invoicing.

FEATURE 01

WhatsApp Cloud Hub

Official Meta API

Connect your official Meta WhatsApp Business number in minutes. Eliminate manual reply delays, auto-qualify service calls, and deliver verified PDF quotations with instant UPI pay links.

Lead Inbound Stream (Real-Time) Zero Missed Inquiries

Dr. Sunita Rao (Indiranagar)10:48 AM

"AC not cooling and making vibration noise. Can someone visit today?"

Auto-Assigned: Tech Manoj (HVAC) Estimate Sent (₹2,850) ₹499 UPI QR Token Attached

Official Meta WhatsApp Business Integration

Smart Auto Routing by Service Category

Instant PDF Quotations in 60 Seconds

Unified Team WhatsApp Dispatch Inbox

Automated Drip Follow-Ups on Pending Quotes

Instant UPI & Razorpay Payment Links

FEATURE 02

Smart Job Estimator

Eliminate underquoting and pricing guesswork. Pre-configure standard hourly rates, diagnostic callout fees, material markups, and task durations.

Live Job Cost Formulation3.5 Billable Hrs

Diagnostic & Travel Fee:₹499 (Standard Callout)

Labor (Specialist Tier):₹2,275 (₹650/hr)

Spares Margin Calculated:₹1,900 (35% Margin)

Custom Service Catalog & Digital Price Book

Automated Labor & Parts Multiplier Formula

Travel Distance & Same-Day Urgency Surcharges

Recurring AMC & Preventive Maintenance Rules

Real-Time Profit Margin Safeguard

FEATURE 03

Technician Dispatch Calendar

Coordinate field technicians, electricians, plumbers, and repair specialists on a fluid visual timeline. Eliminate double bookings and idle driving time.

Today's Field Utilization94% Active

Tech Manoj (HVAC Van #2)On-Site

Compressor diagnostic • 10:30 AM - 12:00 PM

Drag & Drop Visual Dispatch Matrix

Real-Time Technician Availability Checking

GPS Location & Proximity Matching

Automated WhatsApp Alerts to Technicians

Lightweight Mobile Web App for Field Crew

FEATURE 04

Digital Work Orders & Invoicing

Generate professional PDF work orders with company branding, automatic CGST/SGST computation, before/after photo logs, and customer digital signatures.

Auto GST Calculation18% Compliant

Diagnostic Deposit:₹499 (Instant UPI QR)

Delivery Format:WhatsApp PDF + SMS Link

GST Tax Invoicing & HSN/SAC Mapping

Advance Token & Balance Payment Links

Custom Company Logo & Warranty Policy

Customer Digital Sign-Off on Mobile

Instant WhatsApp PDF Dispatch

FEATURE 05

Team & Branch Architecture

Scale seamlessly from a solo technician to a multi-crew operation or multi-city franchise. Manage user roles, track technician performance, and isolate customer data.

Team Performance TrackingCloud Synced

Central Hub (5 Techs):₹14.2L MTD

West Branch (3 Techs):₹8.7L MTD

Multi-Technician & Multi-Branch Scaling

Complete Customer Data Privacy

Role-Based Permissions (Admin, Tech, Dispatcher)

Real-Time Team Revenue & Review Metrics

Encrypted AWS Cloud Backups Daily

Interactive Service Cost Estimator

Calculate Accurate Service Quotes in Seconds

Eliminate underquoting and pricing disputes. Configure labor hours, parts markup, diagnostic callout, and urgency surcharges on the fly.

1. Select Service Vertical

2. Scope & Estimated Duration

Quick Diagnostic & Minor Fix

Approx. 1.5 billable hours

Standard Repair & Parts Replacement

Approx. 3 billable hours

Comprehensive System Overhaul

Approx. 5.5 billable hours

Full-Day Contract & Testing

Approx. 8 billable hours

3. Technician Crew

4. Callout Priority

Send this estimate directly to client WhatsApp with 1-click token pay link.

Zero Setup

Calculated Job EstimateLive Formula

Total Recommended Quote (incl. GST)

₹4,542

Estimated Gross Margin: 54%

Labor Cost (3 hrs × 1 tech):₹1950

Estimated Parts & Spares:₹1400

Callout Fee & Travel:₹499

CGST + SGST (18%):₹693

Suggested Booking Advance:₹1136 (25%)

Transparent Pricing

Predictable Plans for High-Output Teams

No hidden setup surcharges or per-quote penalties. Switch plans anytime as your crew size and vehicle fleet expand.

Monthly

AnnualSave 20% + 2 Months Free

Free Trial

Test Drive

Experience all enterprise features with your own real customer jobs.

₹0/7 days

Included Features:

1 User Access

25 Quotes Monthly

Full Enterprise Access

7 Days Evaluation Period

Standard Email Support

Starter

Solo Contractors

Ideal for independent technicians, electricians, and boutique service operators.

₹799/mo (billed annually)

Included Features:

2 Users

100 Quotes per Month

WhatsApp CRM Inbox

Standard PDF Work Orders

Dispatch Calendar

Basic Spares Inventory

Growth

Enterprise

Multi-Branch

Engineered for regional service companies and multi-location franchises.

₹19,999/year (Full Enterprise Suite)

₹19,999 all-inclusive annual license

Included Features:

15 Users Included (Add more on demand)

Multi-Depot Parts Inventory

Franchise & Branch Management

Custom Job Formulas & Rate Cards

Dedicated Enterprise Account Manager

Custom Meta WhatsApp WABA Provisioning

99.95% Guaranteed SLA & Cloud Backups

•

Need custom franchise API or Spanner data isolation?

Real Contractor Outcomes

Trusted by Hundreds of Small Service Businesses

Hear directly from owners running local repair teams, field specialists, and multi-technician service operations on ServiceCRM.

Close Rate

42%

Higher Lead Conversion

Speed

60s

Job Estimate Turnaround

Adoption

500+

Active Service Businesses

Volume

150k+

Automated WhatsApp Jobs

52s avg quote delivery

“Cut our job quotation turnaround from over forty minutes to under sixty seconds.”

Before ServiceCRM, technicians guessed prices on site or called me to ask what to charge. Now our standardized price catalog and WhatsApp bot automatically scope the job, calculate parts and labor, and collect a ₹499 diagnostic token right away.

Rohan Mehta

Founder & Managing Director, Premier HVAC & Cooling Services

8 Service Vans & 14 Technicians • Pune & Mumbai

+42% higher close rate

“Improved customer booking conversion by forty-two percent on WhatsApp.”

Customers requesting plumbing or electrical repairs won’t wait hours for a callback. With ServiceCRM, inquiries get an instant transparent price estimate, technician arrival window, and UPI pay link within 60 seconds.

Kavita Iyer

Head of Operations, MetroCraft Facility & Home Services

22 Field Specialists • Bengaluru & Hyderabad

100% digital work orders

“Completely eliminated double bookings, pricing disputes, and lost paperwork.”

Our dispatch calendar gives us an instant view of who is on site, who is driving, and who is free. Technicians capture before/after photos and digital customer sign-offs on their phones. We have zero billing disputes.

Sunil Verma

Founder & Master Electrician, Reliable Electrical & Mechanical Techs

12 Field Technicians • Delhi NCR

Frequently Asked Questions

Got Questions? We Have Answers.

Everything you need to know about getting your small service business running smoothly on ServiceCRM.

No prior WhatsApp API account is required. ServiceCRM provides an instant 1-click Meta Cloud API onboarding wizard. You can connect your existing business phone number or register a dedicated number. We handle template pre-approvals, auto-replies, interactive buttons, and high-throughput messaging out of the box.

Have a unique business workflow or custom tool integration?

Our solutions team can set up your exact job checklist, price book, and custom WhatsApp message templates.

Zero Risk • Immediate Access • 3-Minute Cloud Setup

Ready to Streamline and Grow Your Service Business?

Join hundreds of small service businesses running their entire job pipeline on ServiceCRM. Stop letting customer leads slip through WhatsApp delays.

No Credit Card Required

Full Access to All 5 Modules

Free Data Import Support