Roofing crews
Roof squares + approvals
Roofing
Measure roof area, build quotes, send approvals, assign crews, and collect through Whop-backed payment links.
FieldOS
Field operations CRM
100% free contractor CRM - no credit card required ever
Free CRM for contractors who quote, schedule, and collect.
FieldOS gives roofing, painting, HVAC, pool installation, and exterior crews one clean place to manage leads, estimates, jobs, teams, payments, and financing.
100% free CRM
No credit card required ever
Multi-trade
Roofing, HVAC, paint, pools
Payments ready
Links, invoices, financing
Business models
Built for the trades that sell by estimate, schedule by crew, and collect by milestone.
Same CRM spine, different operating model. Each trade gets the same clean workflow across customers, pipeline, jobs, payments, team controls, and saved business settings.
Paint contractors
Scopes + deposits
Painting
Track rooms, exterior scopes, estimate stages, deposits, crew schedule, and customer follow-up without losing context.
HVAC teams
Installs + service calls
HVAC
Dispatch installs, service work, financing links, maintenance plans, team permissions, and job history from one account.
Pool builders
Site visits + stages
Pool installers
Manage site visits, excavation stages, install notes, payments, customer files, and payout readiness for pool projects.
Operating workflow
From first lead to paid job without jumping systems.
01
Capture
Import leads, quick-add customers, save addresses, and keep every source attached to the record.
02
Quote
Estimate labor, materials, roof data, pricing, markup, and approval links in one editable flow.
03
Schedule
Turn approved work into calendar slots, crew assignments, route-ready jobs, and mobile checklists.
04
Collect
Send payment, invoice, monthly, or financing links and mirror successful activity back into the CRM.
Workspace layers
Built around the way contractor teams actually hand work off.
The product is not just a list of pages. Each record moves through sales, field execution, and owner controls so the workspace keeps context from the first inquiry to payment.
Sales desk
01A cleaner path from lead to quote.
Lead imports, customer records, pipeline stages, estimates, approval links, and reminders stay connected so sales reps can move faster without creating duplicate records.
Lead source retained
Quick-add customers
Estimate status synced
Field execution
02Jobs, routes, and crews in the same flow.
Approved work becomes scheduled work with crew assignment, route-ready job detail, customer contact info, notes, photos, and completion tracking for mobile use.
Crew calendar
Route handoff
Job notes and photos
Owner control
03Payments, financing, and access handled centrally.
Owners manage role access, admin-created accounts, services, branding, payment links, invoices, financing links, refunds, payout readiness, and business settings from one account.
Role permissions
Payment links
Business settings
Enterprise-grade structure without enterprise-grade clutter.
FieldOS is organized around real contractor work: page permissions, multi-account admin views, financing paths, payout readiness, estimates, and a mobile-first field workflow.
FIELDOS / 01
Pipeline and leads
Track imported leads, quick-add customers, estimate status, won jobs, scheduled work, and paid jobs without losing the original source.
FIELDOS / 02
Jobs and calendar
Schedule crews, open job detail, add notes, route to the customer address, and keep field work visible from phone or desktop.
FIELDOS / 03
Estimates and approvals
Build line-item estimates with saved pricing, roof measurements, material assumptions, approval links, and automatic customer records.
FIELDOS / 04
Payments and financing
Create payment links, invoices, monthly links, financing links, refunds, and payout workflows tied back to the right customer.
FIELDOS / 05
Teams and permissions
Owners control admins, sales reps, techs, page access, role permissions, invites, and what each team member can see.
FIELDOS / 06
Roof intelligence
Use Google Solar-backed roof area, roof planes, pitch, square count, waste factor, and quote ranges before final field verification.
FieldOSOne operating layer for the contractor businesses behind the work.
Roofing, painting, HVAC, pools, exterior remodeling, and contractor networks can run sales, scheduling, payments, and team access from one workspace.