The simple CRM for field service & mobile trades.
The job happens at a property, and the property has a system with a service history. BizSimple keeps the site, the tank, and the next-due date together — so service calls get dispatched, pump-outs come back around, and every visit ends in a paid invoice.
- Property & system records
- Service calls & dispatch
- Recurring maintenance
Your workspace, relabeled
- ContactsCustomers
- PipelineJobs
- DealsJobs
- AppointmentsService calls
Your pipeline
Built for how field service actually work.
The next pump-out falls off the calendar
A septic tank is due every few years, and the ones nobody called back are lost revenue. BizSimple counts the next-due date from each system's interval and surfaces it right on the customer card.
The driver arrives without the details
Where the lid is, the gate code, the dog in the yard, the tank size — BizSimple keeps access notes and the system record on the property, so the truck rolls with everything the crew needs.
Getting paid on-site
Finish the job and text a secure pay link before you leave the driveway. Your pump-out, inspection, and call-out prices are loaded on day one, ready to quote.
Your prices, ready on day one.
BizSimple loads a starter price list built for field service — edit it, don't build it from scratch. Every line becomes a quote or an invoice in a click.
Septic tank pump-out (up to 1,000 gal)
Standard pump-out of a residential tank up to 1,000 gallons.
Additional volume (per 250 gal over 1,000)
Larger tanks billed per extra 250 gallons pumped.
System inspection
Point-of-sale or routine inspection with written report.
Drain / leach field assessment
Locate and assess the field; recommend repair or replacement.
Lift station service & clean
Pump-down, clean, and float check on a lift station.
Riser & lid installation
Install a to-grade riser and secure lid for easy future access.
Turned on the way field service need it.
Modules, ready to go
The lean core, plus what this trade tends to need — nothing else.
A contract for your trade
A service & maintenance agreement is built in — a starting point written for your work, not a blank page.
Service & Maintenance Agreement
Connect what you use
Suggested integrations for this trade — add them only when you want them.
Questions, answered.
Can BizSimple track each property's septic system?+
Yes. A serviced property carries its system type, tank size, install year, last-serviced date, and a next-service-due date — plus access notes for the crew and a spot for the inspection report.
Does it remind me when a system is due?+
The next-due date is counted from each system's service interval and shown on the card, so the front office can see what's overdue, what's due soon, and book it before the customer has to call.
Can I take payment in the field?+
Finish the visit and send a secure pay link by text or email; the customer pays from their phone, and the balance updates the moment it clears.
Do I have to use every feature?+
No. Every business gets the same lean core — contacts, pipeline, invoices — and everything else is an add-on you switch on only when it helps.
BizSimple fits your trade too.
One product, relabeled for each kind of business. Find yours:
The CRM field service actually keep using.
Start free with the core, and switch on the rest — point of sale, online store, booking — only when you need it. Every add-on is free.