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Field Service Management Platform

Run your entire field service operation from one platform.

Stop juggling spreadsheets, phone calls, and paper work orders. CRMTX gives you work order management, technician dispatching, scheduling, invoicing, and reporting — all connected, all in real time.

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No Credit Card Required
Setup in <5 Minutes
4.9/5 Rating
Work Orders
Scheduling
Invoicing
Technicians
Dispatching
Reports
Parts Finder
Quotes & Estimates
Local Supplier Finder
Client Database
Team Chat
Tech Portal
PDF Export
Parts Tracking
Tech Onboarding
CSV Import
app.crmtx.co/CRMTX/
CRMTX Dashboard — Your complete field service command center

Built for field service companies

HVAC
Electrical
Plumbing
Appliance Repair
General Contractors
Landscaping
Features

Everything you need to manage your field service business

From the moment a customer calls to the final invoice — CRMTX handles every step so nothing falls through the cracks.

Work Order Management

Create detailed work orders with client info, job descriptions, priority levels, assigned technicians, parts used, and expenses. Track every job from creation to completion.

Drag & Drop Scheduling

A visual calendar that shows every technician's schedule at a glance. Drag jobs to reassign them, switch between day, week, and month views, and avoid double-bookings.

Invoicing & Quotes

Generate professional PDF invoices and quotes directly from work orders. Track payment status, send reminders, and keep your cash flow visible at all times.

Client Database

Maintain complete client profiles with contact details, job history, site notes, open quotes, invoices, and payment records. Everything about a client in one place.

Tech Finder Map

See all your technicians on a live map. Find the closest available tech to a job site and dispatch them instantly based on location and skill set.

Reports & Analytics

Revenue by period, tech performance, job completion rates, open invoices, and expense breakdowns. Real data to help you make real business decisions.

HVAC technicians repairing rooftop unit

Built for the companies that keep things running

HVAC, electrical, plumbing, appliance repair, and general contracting teams across the country rely on CRMTX to manage their daily operations.

How It Works

From service call to payment in three simple steps

Here's exactly how CRMTX works to streamline your daily operations.

1

Create a Work Order

When a customer calls, open CRMTX and click "Create Work Order." Select the client from your database (or add a new one), describe the job, set the priority, choose a category, and assign a technician.

The work order captures everything your tech needs: client address, job description, priority level, and any special instructions. You can also attach photos or documents.

  • Select a client or create one on the spot
  • Describe the job and set priority (Normal, Urgent, Emergency)
  • Assign a technician based on skill and availability
  • The tech gets notified immediately through their portal
Step 1: Creating a new work order in CRMTX — select client, describe job, set priority
The work order creation form with key fields highlighted
2

Schedule & Dispatch

Use the drag-and-drop calendar to schedule jobs across your team. See who's available, who's overbooked, and which time slots are open — all in one view.

Switch between daily, weekly, and monthly views. Drag a work order onto a different day or technician to reschedule instantly. Changes sync across all portals in real time.

  • Visual calendar showing all techs and their jobs
  • Drag to reschedule or reassign to a different tech
  • Day, week, and month views
  • Use the Tech Finder map to dispatch by proximity
Step 2: The scheduling calendar — drag and drop jobs across technicians and dates
Drag-and-drop calendar for scheduling and dispatching
3

Invoice & Get Paid

When the job is done, generate an invoice directly from the work order. All the job details, parts used, labor hours, and expenses are automatically pulled in — no retyping.

Create professional PDF invoices, email them to clients, and track payment status. You can also generate quotes before starting a job for client approval.

  • One-click invoice generation from completed work orders
  • Professional PDF format ready to email
  • Track paid, unpaid, and overdue invoices
  • Generate quotes for pre-approval before starting work
Step 3: Creating an invoice linked to a work order — select client, link to job, generate PDF
Invoice creation with automatic work order data
★ Standout Feature

Find any part. Compare every price. Know who has it in stock.

Search any part number across multiple suppliers instantly. See prices ranked from highest to lowest, check real-time stock availability, and find the closest supplier to your job site — all from one screen.

Parts Lookup

Search by Part Number, Model, or Description

Type in any part number — like WB44T10010 or Samsung washer door seal — and CRMTX searches across multiple suppliers simultaneously. Results come back ranked by price so you can instantly see who has the best deal.

Price comparison — high to low

Every result sorted by price so you see the cheapest option first, or flip to highest to compare markup.

Stock availability at a glance

Green means in stock, yellow means low stock, red means out. No more calling around to check.

Smart search understands what you need

Enter a model number, a part name, or even a description like "GE oven heating element" — CRMTX figures out what you're looking for.

Parts Lookup showing price comparison across suppliers with stock availability
Local Supplier Finder

Find Suppliers Near the Job Site on a Map

Enter the part you need and a job site address. CRMTX shows you every nearby supplier on an interactive map — with driving routes, distance, and whether they're likely to have your part in stock.

Interactive map with all suppliers

See HVAC supply houses, electrical distributors, and parts stores plotted around the job site.

Driving routes and estimated distance

Click any supplier to see the route from your location — know exactly how far the drive is before you go.

Tech & job site location presets

Quickly search from a technician's current location or a recent work order's job site address.

Local Supplier Finder map showing nearby suppliers with routes and stock info
Product

See what's inside CRMTX

A closer look at the tools that keep your operation running smoothly every day.

Work Order Dashboard

Your work orders page shows every job at a glance — status, client name, assigned tech, priority, and scheduled date. Use filters to show only open jobs, today's jobs, or jobs for a specific tech.

Click any work order to see the full detail view with trip logs, parts used, photos, expenses, and the complete job timeline.

Status tracking from dispatch to completion
Filter by status, tech, date, or priority
Attach photos, documents, and notes
Field technician reviewing job details on site
Work orders dashboard showing all jobs with status, tech, and actions

Client Management

Every client has a complete profile: contact info, service history, site addresses, open quotes, invoices, and payment records. When a repeat customer calls, you instantly see their full history.

Add new clients in seconds. Search your database by name, email, phone, or address. Import existing clients from a CSV file to get started fast.

Complete service history per client
Instant search across all clients
CSV import & quick-add for new clients
Business professional managing client relationships
Client database with search, contact info, and service history

Tech Finder Map

See all your technicians on an interactive map. When you need to dispatch someone to a job site, the Tech Finder shows you who's closest and available — so you can minimize drive time and respond faster.

Each tech's profile shows their skills, certifications, pay rates, and current availability. Filter by skill set to find the right person for specialized jobs.

Live map with all tech locations
Dispatch by proximity and skill match
Tech profiles with skills & certifications
Dispatch team coordinating technician assignments
Tech Finder map showing technician locations for dispatching

Parts & Inventory Tracking

Track every part used on every job. When a technician uses a part, it gets logged against the work order — so you know exactly what was installed and how much it cost.

Search for parts by name or SKU, track suppliers, and use the local supplier finder to source parts near the job site.

Parts logged per work order automatically
Local supplier finder for quick sourcing
Cost tracking for accurate invoicing
Organized tools and parts for field service work
Parts tracker showing inventory and parts used per job

Why field service companies choose CRMTX

Set Up in Minutes, Not Months

No consultants, no training sessions, no complex migrations. Create your account, add your team, and start managing work orders the same day.

Separate Portals for Every Role

Admins see everything. Dispatchers manage work orders. Technicians see only their assigned jobs. Everyone gets exactly the view they need — no more, no less.

No Per-User Pricing Traps

Most field service software charges per user per month and the cost adds up fast. CRMTX is designed to be affordable for small to mid-size companies — not just enterprises.

0 Work Orders Managed
0 Service Companies
0 Technicians Dispatched
0 Uptime Reliability

"We switched from paper work orders to CRMTX and cut our admin time in half. The scheduling calendar alone saved us hours every week."

MR
Mike Rodriguez Owner, ProAir HVAC Services

"The Parts Finder is a game changer. Instead of calling around 5 suppliers, I search once and see who has the part in stock and at what price."

JT
James Thompson Lead Tech, Thompson Electrical

"Finally, a CRM that understands field service. My techs use the portal on their phones, dispatchers use the calendar, and I check reports. It just works."

SL
Sarah Liu Operations Manager, ClearView Plumbing
Portals

One platform, four access points

Every role in your company gets their own dedicated portal with exactly the features and data they need.

Main CRM

The command center for office staff, dispatchers, and managers. Create work orders, manage clients, generate invoices, view reports, and schedule jobs. Full access to everything.

Tech Portal

A mobile-friendly portal for technicians in the field. View assigned jobs, check in and out of job sites, upload before/after photos, log hours, track earnings, and submit expenses.

TMD Portal

Tech Management & Dispatch. Review technician applications, manage onboarding, handle contractor packets, and oversee technician compliance and documentation.

Admin Portal

Platform-level administration. Manage companies, users, security settings, system backups, and monitor platform health. Designed for system administrators.

Reports & Analytics

Know exactly how your business is performing

CRMTX gives you the numbers that matter — not vanity metrics, but real data that helps you make decisions. See revenue trends, outstanding invoices, tech utilization, and job completion rates.

Revenue breakdown by period, tech, or client
Job completion rates and turnaround times
Outstanding invoices and payment tracking
Technician performance and utilization
Reports dashboard showing revenue, jobs, and tech performance analytics
And More

Everything else included

Team Chat

Built-in messaging for your team — no need for a separate app.

Multi-Tenant Security

Each company's data is completely isolated. No cross-contamination.

Tech Onboarding

Online application, contractor packet, e-signatures, and compliance tracking.

Demo Mode

Try the full system with sample data before adding your own.

PDF Export

Generate professional PDFs for invoices, quotes, and work orders.

Activity Logging

Complete audit trail of every action — who did what and when.

Support Tickets

Built-in help desk for managing customer issues and requests.

CSV Import

Import clients, work orders, and data from spreadsheets easily.

FAQ

Frequently asked questions

Everything you need to know before getting started.

We offer flexible plans designed for small to mid-size field service companies. Contact us for a personalized quote based on your team size and needs — no hidden fees, no per-user pricing traps.

Most companies are up and running the same day. Create your account, add your team members, import your clients via CSV, and start creating work orders immediately. No lengthy onboarding process required.

Yes. CRMTX supports CSV import for clients, so you can bring your existing database over in minutes. Just export from your current system (or spreadsheet) and upload directly into CRMTX.

No. The Tech Portal is a mobile-friendly web app — technicians just open it in their phone's browser. No downloads, no app store, no updates to manage. They log in and see their assigned jobs immediately.

Absolutely. CRMTX uses SSL encryption, multi-tenant data isolation (each company's data is completely separated), role-based access controls, and complete audit logging. Your data is never shared between companies.

No long-term contracts. You can cancel anytime. We believe you should stay because the product works for you — not because you're locked into a contract.

CRMTX is built for any company that dispatches technicians to job sites — HVAC, electrical, plumbing, appliance repair, general contracting, landscaping, and more. If you manage work orders and field techs, CRMTX fits your workflow.

Of course. Book a meeting and we'll give you a full walkthrough of the platform — tailored to your specific business. Call us at (516) 716-0989 or email support@crmtx.co.

Book a Demo

See CRMTX in action — tailored to your business

Schedule a 30-minute live walkthrough with our team. We'll show you how CRMTX handles your specific workflow — not a generic sales pitch.

Personalized to your industry
30 minutes — no pressure
Talk to a real person, not a chatbot
No credit card or commitment

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(516) 716-0989

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