How do I follow up on estimates automatically?

Put each estimate in a deal, then add a follow-up task and enroll the contact in an email sequence with the steps and delays you choose. The deal stays on your board until it is won or lost.

Can customers book estimate visits online?

Yes, on the Basic plan and up. Create an event type such as an estimate visit, set the hours you can take, and share your booking link. Bookings appear on your Meetings calendar, and customers can reschedule or cancel from their own link.

Can I use KudosCRM from the truck or jobsite?

Yes, from a phone browser. On a phone the company table becomes a card list, so you can look up a customer or update a record between jobs. There is no native mobile app today.

How do I remind past customers about maintenance?

Keep each customer's service interval in a custom field so it shows on the record. Then set a recurring task for the visit, or build a workflow that starts when a job is won, waits the time you choose and creates the maintenance task. Dry-run the workflow before you turn it on.

Can I track jobs and invoices in KudosCRM?

Yes. Move accepted work onto a project board with a status, owner and tasks. Accepted quotes convert into orders, and you can draft the invoice from the order and mark it paid.

Does KudosCRM replace field service dispatch software?

No. KudosCRM does not handle technician dispatch, GPS routing or parts inventory. It covers leads, estimates, customers, follow-up, jobs and reporting alongside your field tools.

Can I migrate my existing customers and jobs?

Yes. Import companies, contacts and deals from a CSV file, and book a setup call if you want help mapping your fields and building the pipeline.

How much does KudosCRM cost for a field service team?

Free covers up to 3 seats. Basic is $9 per seat per month billed yearly, Professional is $24 and Enterprise is $49. Every workspace gets a 14-day Professional trial with no card.

Field Service CRM That Turns One Job Into a Repeat Customer

Quote faster, follow up automatically, and turn one job into a lifetime customer. Built for contractors and home-service teams who sell on the road.

Every customer, property and job on one record

Estimates followed up until won or lost

Customers book their own estimate visits

Past customers resurfaced for repeat work

Start Free Book a Demo

14-day free trial of Professional, no credit card required.

Estimates pipelineIllustrative

Customers

12 growing

Estimates out

9 this week

Pipeline

$1.4M

38 open

Weighted

$810K

38 open

Open estimates

$388K

Estimate Sent1225%

$420K total≈ $105K

Gutter guard install

Maple Street Property

$12,400Oct 14

Water heater swap

Oakridge Homes

$4,120Oct 09

Negotiation955%

$510K total≈ $280K

Office HVAC retrofit

Lakeview Dental

Follow-up due today

$118,000Oct 21

Exterior repaint

Delta Apartments

$64,750Oct 18

Scheduled690%

$470K total≈ $425K

Maintenance plan

Harbor Café

$92,300Oct 24

Weekly service

Cedar Row Condos

$54,900Oct 28

What Is a CRM for Contractors and Field Service?

A CRM for contractors and field service keeps every customer, property, estimate and job on one record. Your team sees which estimates are waiting, which visits are booked and which past customers are due for service before anyone picks up the phone.

Estimates, booking links, jobs and invoices live in KudosCRM. Technician dispatch, GPS routing and parts inventory stay in your field service software.

KudosCRM contacts list with company, lifecycle stage and tag columns — Contacts by lifecycle stage. Sample workspace data.

Three Challenges

Where Do Field Service Teams Lose Revenue?

Each one is common, and each has a fix on the customer record.

Gap 1

Estimates sit in inboxes and never get followed up

With KudosCRM

Every estimate becomes a tracked deal with automated follow-up until it is won or lost, so no revenue is left on the table.

Gap 2

Reps in the field cannot update jobs until they are back at a desk

With KudosCRM

Update the record from the truck, the jobsite or the driveway in a phone browser. On a phone the company table becomes a card list, so lookups work on the go.

Gap 3

Past customers are forgotten instead of re-sold

With KudosCRM

Recurring tasks and workflow wait steps bring past customers back up for maintenance, upsells and seasonal reminders.

The Account Record

Put Every Customer, Property and Job on One Record

Add custom fields for service type, property and service interval. Anyone opening the customer sees the whole history before they call.

Fields for the job

Capture service type, property address and how often the work repeats.

Contacts and deals together

Homeowners, property managers, estimates and jobs link to one company.

One timeline per customer

Emails, calls, meetings and notes from every contact and deal roll into one Company 360 timeline.

See Company 360 and Contacts

Maple Street PropertyIllustrative

IndustryProperty management

OwnerRep A

Service areaNorth side

Service interval6 months

Recent jobs

Gutter cleaningCompleted26 days ago

Roof repairCompleted54 days ago

Spring inspectionCompleted82 days ago

KudosCRM Tasks list with overdue and due-today filters beside the My Day panel — My Day task list. Sample workspace data.

The Estimate Loop

Follow Up Every Estimate Until It Is Won or Lost

Send the estimate from the deal, then let the sequence and tasks keep chasing it. Set the steps once and every estimate gets the same follow-up, even in a busy week.

Send the estimate
Deal moves to Estimate Sent
Email follow-up
Sequence step sends
Call task
Rep sees it in My Day
Book the visit
Customer picks an open slot
Won or lost
Deal closes out

Keep Follow-Ups in My Day with Task Management

Account Growth

See Which Customers Are Ready for Repeat Work

Won and open revenue sit side by side on each company. A Stale badge flags customers whose open deals have gone quiet for 30 days or more.

Won versus open revenue

Compare finished jobs with estimates still open.

Stale badges

Spot quiet estimates before the customer hires someone else.

Dashboards and forecasts

Watch pipeline value and weighted forecast as estimates move.

Forecast Estimates with Sales Forecasting

Customers · Won vs open

Illustrative

Maple Street Property

$86K won · $12K open

Repeat job

Lakeview Dental

$0 won · $118K open

Estimate open

Oakridge Homes

Last visit 6 months ago

Service due

Delta Apartments

Open estimate quiet 34 days

Stale

Online Booking

Let Customers Book the Estimate Visit

Share one booking link. Customers pick an event type and an open slot, and the visit lands on your team's Meetings calendar.

Booking Pages

Set event types such as an estimate visit or site inspection, plus the hours you can actually take.

Meetings Calendar

Bookings and internal meetings sit side by side. Drag to reschedule in week and day views.

Self-Serve Changes

Customers reschedule or cancel from their own link, and your calendar updates.

Booking pages are included from the Basic plan. Technician dispatch and GPS routing stay in your field service software.

Explore Meetings

After the Win

Run Each Job From the Same Record

Once the estimate is accepted, move the job onto a project board, keep an eye on workload and invoice from the order.

Projects

Every job carries a status, a health badge and an owner, with its tasks and files inside.

See How Projects Track Delivery

Workload

See who is carrying what, including what is due today and overdue, before you assign the next job.

Explore Workload Management

Invoice From the Order

Accepted quotes become orders. Draft the invoice from the order and mark it paid.

Explore Invoicing

Parts inventory and purchasing stay outside KudosCRM.

Features That Fit

The Parts of KudosCRM Field Service Teams Use Most

Six features, each with its own page.

Custom Pipelines

Stages like Estimate Sent and Scheduled that match how you work.

Learn More

Custom Fields

Capture service type, property and interval.

Learn More

Automations

Rules that fire follow-ups, reminders and handoffs.

Learn More

Reports and Dashboards

The KPIs leadership cares about, live.

Learn More

Email and Sequences

Nurture long cycles without losing the human touch.

Learn More

Quotes and Orders

Send estimates, then convert accepted quotes to orders and invoices.

Learn More

Shape KudosCRM Around How Your Crews Win Work

Set your pipeline stages, custom fields, workflows and reports once, and the whole team works the same way. An admin quick start takes about 1 to 2 hours to a working workspace.

Start Free

Pipeline stages for request, estimate sent and won

Custom fields for service type, property and service interval

Workflows that create the next task when a stage changes

Reports and dashboards on live pipeline data

CSV import with column mapping and a revert option

Roles and record visibility for each office

KudosCRM automation templates gallery — prebuilt workflows you install as a draft — Automation templates gallery. Sample workspace data.

Automate Follow-Ups and Service Reminders

Workflows are no-code. Pick a trigger, add conditions, then add the actions that run for you. Dry-run before going live and inspect every run.

Chase every estimate

Create a follow-up task when a deal moves to Estimate Sent.

Remind on the service interval

Start when a job is won, wait the interval you set, then create the maintenance or seasonal-visit task.

Hand off on a win

Notify the team when an estimate is accepted.

Explore Workflows Assign New Requests with Lead Routing

Pricing

What Does KudosCRM Cost for a Field Service Team?

Per seat, published, with a 14-day Professional trial and no card. Small crews start on Free or Basic. Crews with several trades or pipelines choose Professional.

Free

Small firms

$0 forever

Up to 3 seats, no card

3 seats and 1,000 contacts
1 pipeline, 10 custom fields
50 Kudos AI messages a month
Community support

Start Free

Basic

Small sales teams

$9 /seat/mo

Billed yearly · $12 monthly

Up to 25 seats, 25,000 records
3 pipelines, 50 custom fields
1,000 automation runs a month
Email support in 24–48 hours

Start Free

Professional

Growing crews

$24 /seat/mo

Billed yearly · $29 monthly

Unlimited seats and pipelines
250,000 records, unlimited custom fields
25,000 automation runs, 2,000 AI messages per seat
Priority support within 8 hours

Start 14-Day Trial

Enterprise

Multi-location companies

$49 /seat/mo

Billed yearly · $59 monthly

Unlimited records
250,000+ automation runs
Highest AI allowance, bring your own key
Dedicated success manager and SLA

Talk to Sales

Per seat per month. Kudos AI Boost adds $10 per seat. Calling and VoIP adds $15 per seat.

14-day free trial — no credit card requiredCompare every plan

CRM for Every Kind of Field Service Business

Contractors and home-service teams share one job: win the estimate, then win the repeat visit.

HVAC and Plumbing Electrical Contractors Roofing and Exteriors Landscaping Cleaning Services Pest Control

Serving another vertical? Browse all industries

Integrations

Works with the Tools You Already Use

Connect Gmail or Outlook so customer email lands on the right record, Zoom for video calls, and Slack for alerts. Chatra brings website chat into the same CRM.

See All Integrations