Field Service CRM Software

Every customer, every detail — one place

Stop losing customer details to scattered notes and spreadsheets. Service Penguin's CRM keeps every contact, job history, and conversation organized and instantly accessible from any device.

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Customer profiles

Complete customer profiles at your fingertips

Every piece of information you need about a customer — from contact details to property notes — lives in one clean profile.

  • 1 Store phone numbers, email addresses, and service addresses in one record
  • 2 Add private notes only your team can see — gate codes, pet warnings, special instructions
  • 3 Tag customers for easy filtering — commercial, repeat, referral source
  • 4 View complete job and payment history without leaving the profile
JM
Jennifer Martinez
4219 Oak Street
Repeat
7
Total jobs
$3,420
Lifetime value
Notes
Gate code: 4821. Two dogs in the backyard — friendly. Prefers morning appointments.
Job history

Full job history for every customer

See every estimate, invoice, message, and payment tied to a customer. No more digging through email threads or paper files.

01

Automatic Timeline

Every job, estimate, invoice, and message is logged automatically. Nothing falls through the cracks because you forgot to write it down.

02

Quick Search

Find any customer in seconds by name, address, phone number, or tag. Works from your phone or desktop.

03

Payment Records

Every payment — amount, method, and date — is tied to the customer and job. No more reconciling spreadsheets.

Filter by tag
Repeat Commercial Referral New lead
JM
Jennifer Martinez
7 jobs
Repeat
RW
Robert Wilson
4 jobs
Repeat
SK
Sarah Kim
3 jobs
Repeat
Organization

Tag, filter, and organize your customers

Custom tags let you segment your customer base however makes sense for your business. Filter instantly to find exactly who you need.

  • Create unlimited custom tags to categorize customers your way
  • Filter your customer list by tag, last service date, or total spend
  • Identify your highest-value customers and prioritize follow-ups
  • Spot inactive customers by last service date and win them back

Know every customer like your best customer

Start organizing your customer relationships today. Free to use — no credit card required.

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