Field Reporting & CRM Software
Run prospects, clients, field engineers, service reports and expenses from one platform. Engineers file signed, professional reports from the job site — office gets the full picture in real time.
Web-based · No paper forms · Built for on-site service teams
How it works
The full reporting loop happens without a single sheet of paper.
Engineers open a service report from any device, right at the customer's location, and log the work done.
Customer and engineer sign digitally on the spot. The signatures are embedded straight into the report.
A professional PDF generates instantly and goes to the customer by email, with a copy stored for the record.
Key features
Manage the customer relationship and the job itself without switching between spreadsheets, WhatsApp and paper logbooks.
User management
Administrators keep the overview. Field engineers get exactly the tools they need on the ground.
Pricing
Billed annually per field engineer. Price shown is indicative — request a demo for an exact quote.
Includes 1 admin + 2 field engineer accounts. Additional engineers at ₹500/year per user. On-demand customization available at a reasonable one-time fee.
Need more than a handful of engineers or custom integrations? Talk to sales for enterprise pricing.
Why teams switch
Replace paper-based reporting with a digital workflow
Reduce manual data entry and administrative work
Improve communication between office staff and field engineers
Generate professional reports in seconds
Collect digital approvals from customers on-site
Keep all customer and service records in one secure location
Track field expenses with complete transparency
Improve customer satisfaction with timely service reminders
Ideal for
Any team that installs, inspects, maintains, repairs or supports equipment in the field.
See it in action
A walkthrough of report creation, signature capture and PDF sharing will be added here.
Talk to us about rolling out Field CRM for your service business.