CRM

Salesforce

Enterprise CRM with field service capabilities via Agentforce Field Service — marketed to home construction and general contractors specifically, with HVAC/MEP maintenance and asset management as a use case, rather than to any single trade.

midHVACGeneral ContractingTradeAtlas verified· Jul 2026

Product Tour

Use Cases

  • Field service job management
  • Customer relationship management

Pricing

Starting at
$25/mo
Transparency
Pricing published
Salesforce Field Service

Enterprise field service platform

Capability Matrix

FeatureStatusDepth
CRM / Customer ManagementYesStandard
DispatchYesStandard
SchedulingYesStandard
Reporting DashboardYesStandard
API AccessYesStandard
Marketing AutomationYesStandard
Contact ManagementYesAdvanced
Opportunity TrackingYesAdvanced
Work OrdersYesStandard
Asset ManagementYesStandard
Third-Party IntegrationsYesAdvanced
Mobile AppYesStandard
Zapier IntegrationYesStandard

Strengths

  • crm
  • dispatch
  • scheduling

Best Fit

Enterprise home builders and general contractors running field service and post-handover maintenance on one CRM platform

Typical clientsmid-size shops up to enterprise & national firms (500+)
Platform weightMid-weight — full-featured without enterprise overhead
Cost signalFrom $25/mo published

Usually more platform than a solo or small crew needs — smaller shops tend to be better served by a lighter tool.

Mid-sizeLargeEnterprise