Integrations
It runs alongside what you already run.
FieldMetrx is not another CRM you have to rip and replace. Your scheduling, dispatching, and invoicing stay exactly where they are. We connect to them and run the field layer alongside them.
Your CRM keeps running. FieldMetrx adds the field layer and writes the record back.
Pulls in
Customer and job details, the schedule, contact info. Your tech opens the job already loaded.
Pushes back
Footage, the defect classification, the signed homeowner record, the approved proposal, photos, and job notes land back in your system automatically.
Housecall Pro
Your jobs and scheduling keep running in HCP. FieldMetrx adds the field record on top.
Jobber
Same. Jobber stays your back office. We handle the basement.
QuickBooks
Job costing and invoicing stay in QuickBooks. FieldMetrx keeps the line-item detail clean so your books reconcile without the Friday detective work.
Google Drive
Photos, videos, and signed records land in the Drive folder you already share. No new logins for the office.
Go High Level
Your pipelines and follow-up sequences stay intact. FieldMetrx feeds them the field events they are missing.
StormCall AI CSR
The AI CSR books and updates jobs. FieldMetrx gives it the job context so the conversation stays accurate after hours.
Any open API
If your platform has an open API, we can connect it. Job Nimbus and others, where their API allows.
Spreadsheets / standalone
No CRM yet? FieldMetrx runs on its own and gives you the record from day one.
How deep a connection goes depends on what each platform's API exposes. We will tell you straight what is possible with your setup on the call.
Do I have to switch CRMs?
No. You keep the one you have.
Will this double my data entry?
The opposite. The field record writes back so your team stops retyping it.