SimplyPrime CRM: Field Service Management Software for Trades
SimplyPrime CRM helps HVAC and trade business owners manage technician dispatch and customer relationships. It is designed for teams that need to automate appointment booking and track field performance.
At a glance
- Category
- Sales
- Best for
- HVAC business owners, Plumbing and electrical contractors, Field service operations managers, Trade companies with recurring membership plans
- Pricing
- Pricing starts at $110/month plus $19 per user for the Silver tier. Other tiers include Gold ($160/month + $19/user) and Platinum ($260/month + $19/user). A 20% annual discount is available.
- Key use cases
- Field Service Dispatching, Recurring Revenue Management, On-site Estimating and Billing, Technical Knowledge Access
- Integrations
- QuickBooks, Twilio, Mailgun, Bank-integrated financing
- Official website
- simplyprimecrm.com
SimplyPrime CRM is a management platform for trade-based businesses, primarily focusing on HVAC, plumbing, and electrical services. It combines CRM functions with tools for field operations, such as route optimization and technician tracking.
The software supports business owners and operations managers in coordinating field technicians and managing recurring service memberships. It includes an AI assistant designed to help technicians find answers in technical manuals and help administrators manage customer inquiries.
Buyers can use the tool to manage the service lifecycle, including lead generation, estimating, invoicing, and payroll. The platform is accessible via a mobile app for technicians, which supports on-site payments and digital documentation via smartphone.
Buyers should confirm which pricing tier fits their needs, as AI marketing and advanced technical support tools are available in the Platinum plan.
Key Features
Supports drag-and-drop scheduling, route optimization, and technician allocation based on skill and location.
An AI tool that helps technicians find answers based on uploaded company documentation and technical manuals.
Supports the creation of custom recurring service plans with automated renewal reminders.
A smartphone-based app for technicians to manage tasks, document jobs with photos, and process payments.
A system designed to collect customer feedback and post reviews to Google.
Supports five different payment structures, including hourly, commission-only, and hybrid models.
Use Cases
Organizing daily technician routes and assigning jobs based on proximity and qualification.
Setting up and tracking membership plans for residential or commercial maintenance.
Generating professional quotes and processing payments directly from a mobile device in the field.
Using AI to retrieve specific wiring diagrams or equipment specifications while on a job site.
Best For
Integrations
Pricing
Pricing starts at $110/month plus $19 per user for the Silver tier. Other tiers include Gold ($160/month + $19/user) and Platinum ($260/month + $19/user). A 20% annual discount is available.
FAQ
It is designed for trade professionals in industries such as HVAC, plumbing, electrical, and other field service businesses.
There are three tiers: Silver ($110/mo + $19/user), Gold ($160/mo + $19/user), and Platinum ($260/mo + $19/user).
No, the software is designed for iOS and Android smartphones, allowing technicians to handle payments and paperwork without additional hardware.
Source category: Sales
Source subcategory: CRM
