Lead intake
Capture the opportunity
Keep lead details, customer needs, photos, notes, trade, region, and follow-up connected from the first interaction.
Keep leads, customers, estimates, schedules, job records, payments, and follow-up connected instead of splitting customer information across multiple apps.
A CRM is more useful when the customer record follows the estimate, schedule, job, documentation, invoice, and payment instead of stopping at contact management.
Keep lead details, customer needs, photos, notes, trade, region, and follow-up connected from the first interaction.
Connect estimates, agreements, schedules, job notes, project media, invoices, and payment activity to the customer relationship.
Use Field workflows and Baby AEGIS support to reduce missed follow-up and keep the original customer objective visible.
Baby AEGIS, BeEasy Academy, Contractor Network, BeEasy Verified, and the Contractor Success Hub expand the platform beyond CRM and dispatch alone.
Get onboarding, product guidance, plan help, resource routing, and contractor business support without leaving Field.
Build skills in Academy and connect with contractors through discussion, opportunities, trade talk, and Need-a-Sub posts.
Manage verification evidence inside Field and use the Success Hub for formation, insurance, licensing, bookkeeping, safety, suppliers, and growth resources.
Contractor CRM software organizes leads, customers, communication, estimates, job history, and related business activity around contractor workflows.
No. Field connects customer records to estimates, scheduling, projects, documents, invoicing, payments, AI tools, and growth workflows.
Yes. Field supports solo contractors and growing teams, with plan options based on the size and complexity of the operation.
Yes. Field offers a 14-day no-card trial.
Start with a 14-day no-card trial and test the real contractor workflow before choosing a plan.
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