Every customer, every contact, every property, and every job they’ve ever had — in one place. Zoop’s field service CRM gives you the full history before you knock on the door.
Zoop calls them Customers in the app — your People. Lists, profiles, locations, and a full activity trail, no spreadsheets and no per-seat fees.
Browse and search your whole customer base, then open a profile to see everything about them at a glance — contact info, properties, and complete job and billing history.
Track the homeowner, the spouse, the property manager, and the tenant under one record. Reach the right person without digging through old texts.
Attach every service address to the customer. Repeat visits, recurring routes, and second properties all stay tied to the right account.
Log notes on what happened on site and see a running timeline of quotes, invoices, payments, and jobs — so anyone on the crew can pick up where the last visit left off.
Schedule one-time jobs or recurring maintenance series and assign techs straight from the customer record. Scheduling, dispatch, and crews are live today, not coming soon.
Quotes, invoices, recurring plans, and Stripe-backed payments all roll up to the customer profile. See exactly what's outstanding without leaving the record.
Open a customer in Zoop and you get the complete picture: every contact, every property, every note your crew left, and the running history of quotes, invoices, payments, and jobs. No flipping between a scheduling app, a billing tool, and a notes app — the field service CRM and the work are the same system. Tag a tenant, save a gate code in notes, and the next tech sees it too.
Every customer record connects to a token-gated, passwordless Customer Portal. Clients view their outstanding quotes and invoices, pay by secure link from their phone, manage saved cards and ACH, set a default payment method, and review or revoke auto-pay consent in one click. Less back-and-forth for you, faster payment for the business — all driven off the same customer profile your office team works from.
A field service CRM is the customer database at the center of your business — it stores every customer, their contacts, their service locations, your notes, and the full history of jobs, quotes, invoices, and payments. Zoop calls this section Customers in the app (your People), and unlike a generic CRM it’s wired directly into scheduling, dispatch, and billing so the customer record and the work stay in sync.
Generic CRMs are built for sales pipelines and deals. Zoop is built for home-service trades — plumbers, electricians, HVAC, landscapers, cleaners, roofers, and pest control. Customers are tied to physical properties, recurring maintenance, scheduled jobs, and invoices, not abstract deal stages. The history you see is the work history, and you can schedule a job or send an invoice without leaving the record.
Yes. Each customer can have multiple contacts (homeowner, spouse, property manager, tenant) and multiple service locations. Repeat visits and recurring job series stay attached to the right address, so a property manager with ten buildings doesn’t turn into ten disconnected records.
It’s the same system. From a customer record you can create quotes and invoices, schedule one-time or recurring jobs, assign techs, take Stripe-backed card and ACH payments, and run recurring maintenance plans. Everything rolls back up to the customer’s history automatically.
Yes. Every customer connects to a passwordless Customer Portal where they can view outstanding quotes and invoices, pay by secure link, manage saved cards and ACH, set a default payment method, and view or one-click-revoke auto-pay consent — no login or password required.
Zoop is free during beta. There’s no per-seat cost — pricing is role-based (owner, office, tech), not capped by the number of users, so adding your whole crew doesn’t run up the bill. Payments are processed through Stripe.
Yes. Zoop runs in any mobile browser today, so your techs can pull up a customer, check notes, and see job history from the truck. A native iOS and Android app is in pre-release and arriving around the end of Q2 2026.
Zoop runs your day — customers, jobs, quotes, invoices, and payments in a single field service CRM built for the trades. No per-seat fees. Free while we’re in beta. Start in minutes with just your company name and trade.
