Layer Field CRM
Dispatch, job sheets and maintenance contracts for field teams
- From USD 69/month
- 14-day free trial
The short answer
Layer Field CRM is field service management software for HVAC contractors, trades and mobile service teams. It handles job intake, skills-based engineer dispatch, offline mobile job sheets, parts, invoicing on completion and automatic maintenance-contract reminders.
Key takeaways
- Dispatch by skill, certification and geography
- Mobile job sheets that work offline in plant rooms and basements
- Invoice raised from the job sheet before the van leaves
- Maintenance contracts that generate their own renewals
Field businesses lose margin in three places: sending the wrong engineer, invoicing late, and letting maintenance contracts lapse.
Dispatch
Jobs carry equipment, site history and access notes. Scheduling accounts for skills, certifications, parts on the van and travel time.
The van is the office
Full service history for the unit, parts used, photographs, checklists and a signature captured on site — working offline and syncing when signal returns.
Contracts that renew themselves
Service intervals generate reminders and booking links on schedule. Recurring revenue stops depending on the office being quiet enough to work the list.
What's inside
Dispatch
Right engineer, right parts, sensible route.
Mobile job sheets
Works offline; syncs when signal returns.
Asset history
Every unit’s full service record available on site.
Maintenance contracts
Service intervals that generate their own reminders and bookings.
Invoice on completion
Raise and take payment before leaving site.
Feature list
- Everything in Layer CRM
- Job intake, triage and priority
- Skills and certification-based dispatch
- Route-aware scheduling
- Offline mobile job sheets with photos and signature
- Asset and equipment history per site
- Parts and van stock tracking
- Maintenance contracts with automatic renewal reminders
- On-site quoting and payment
- SLA tracking and breach alerts
- Customer portal for job status
Try Layer Field CRM
14 days free. No card required — we set up your account and import your existing contacts.
Integrations
- Google Maps
- Stripe
- Xero
- QuickBooks
- Twilio
- Google Calendar
Also see everything we build for hvac contractors.