The CRM, in your words
Choosing the Field service preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Tuned to how you actually work
The Field service preset isn’t just relabeled fields — it changes what the CRM does for your team day to day.
Turn call-ins and repeat customers into scheduled, won jobs on a pipeline shaped like real field work.
Log a visit or close a deal from the field on the mobile app — even with no signal; it syncs the moment you're back.
Link property managers and tenants to the right customer so the whole job history stays together.
What ships with the Field service & trades pack
These are generated from the pack itself, so this page cannot claim something the product does not install.
Custom objects
- Job
- Membership
Deal pipeline
- new
- estimate sent
- approved
- scheduled
- completed
- won
- lost
- Automations
- 3
- Guides
- 7
- Templates
- 12
- Question sets
- 6
Automations
Guides
Templates
Question sets
Field service & trades questions, answered.
Yes — GENECRM ships a Field service preset that relabels contacts, stages, and the pipeline to Field service & trades vocabulary on day one, with automations, a REST API, and per-workspace database isolation included on every plan.
Choosing Field service seeds the contact kinds your world uses — Customer, Prospect, Commercial, Property manager — and relabels every lead and pipeline stage to match, so the CRM fits on day one with no setup project.
Leads move New → Contacted → Estimate → Scheduled → Won, and once qualified they run as opportunities through Estimate → Approved → Scheduled → In progress → Completed. Every stage is visible on the board and reportable out of the box.
No — every label, stage, and pipeline is editable. Rename fields, reorder stages, add custom objects, or start from the neutral core and build your own vocabulary from scratch.
Yes. Every tenant-scoped table enforces Postgres row-level security with FORCE + WITH CHECK — isolation is enforced at the database, not the application layer.
Yes — switch presets any time in Settings as your business changes. Labels, stages, and playbooks update instantly across the whole app, and nothing you've already entered is lost.