A CRM Built for Field Service Businesses
Jobs, dispatch, customer history, quotes, and invoicing in one system that matches how your HVAC, plumbing, or electrical business actually runs. Tailored exactly to you, hosted and supported in Canada.
The prototype is free. You describe your business, you see your system.
Sound familiar?
Generic CRMs make you work their way. Spreadsheets make you work twice. Neither was built for how a field service business actually runs.
The schedule is a whiteboard
Jobs live on a whiteboard or in one dispatcher's head. A sick day or a rush job turns the whole week into phone tag.
Techs arrive blind
The customer explained the problem on the phone, but the tech in the driveway knows none of it: no site history, no equipment record, no past invoices. Every visit starts from zero.
Quotes and invoices lag the work
The job was done Tuesday; the invoice goes out the following week, if the paperwork made it back to the office. Slow billing is a silent cash-flow leak.
What your system includes
A complete operations system, not a contact list. Every piece is tailored to your terminology, your workflow, and your paperwork.
Customers, sites, and equipment
Every customer, every site, every furnace, panel, or fixture you have ever touched, in one record the whole team can see.
Job scheduling and dispatch
A job board built around your crews and service areas. Book it, assign it, and everyone sees the same schedule, including from the truck.
Quotes to work orders
Quote on site, convert to a work order on approval, and nothing gets re-typed. Every job carries its paperwork with it.
Invoicing
Invoice from the completed job in two clicks, the same day the work is done. Track outstanding balances without a spreadsheet.
Service history
Every visit, part, and note attached to the site. The next tech arrives knowing what the last one did.
Maintenance reminders
Seasonal tune-ups and service contracts generate their own reminders and bookings. Recurring revenue stops depending on the customer remembering.
How it works
See your system first, free
Describe your business in plain language and Blue, our AI builder, produces a working prototype of your CRM. Not a slide deck. A system you can click through.
We tailor it to your business
A one-time build fee from $2,500, sized to your scope, covers making it exactly yours: your terminology, your fields, your pipelines, your documents, your branding. Builds typically go live in two to six weeks.
We run it for you
$49 per user per month covers hosting, security, backups, and support from a Canadian team. No servers to manage, no IT project to babysit.
Straightforward pricing
From $2,500 one-time build + $49/user/month
Prices in CAD, five-user minimum on licensing. Compare: generic industry SaaS runs $50 to $150 per user per month and never fits exactly; conventional custom development starts around $25,000 and takes months.
Built on a platform that already runs real businesses
The same ClayGen platform already runs a live, in-production sales and operations system for an Ontario dealership. Your system runs on infrastructure doing real work today.
ClayGen is a Guelph, Ontario team. Your system is hosted in Canada (AWS Canada), your support calls get answered by the people who built it, and the same team also handles managed IT and security for Ontario businesses.
Frequently Asked Questions
How is this different from the big field service apps?
What does it cost?
Can my techs use it from their phones?
How long does it take?
Where is my data stored?
See your CRM before you spend a dollar
Describe your business. Watch Blue build your system. Then decide.