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Field service and appointment businesses / worldwide

CRM for service businesses

If you sell your time, skills or call-outs — not just products on a shelf — you need bookings, job history, a website that converts and an inbox that is not your personal phone. Placid CRM puts them in one workspace.

Start your 14-day free trialAll industries
14-day free trialJob pipelinesOnline bookingWebsite includedPayments
Why service operators switch

Built for how service work actually runs

From enquiry to job

Website forms and bookings create contacts. Move them through a pipeline that matches your trade or clinic.

Field-friendly history

Notes, photos and preferences sit on the customer record so whoever shows up next sees the same context.

Get found locally

A full Placid Sites website with service pages and clear CTAs — not just a social profile.

FAQ

Service businesses, answered

What is a CRM for service businesses?

Software that keeps every customer, job, booking, message and payment together so you stop juggling diaries, SMS and spreadsheets.

Is Placid a field service CRM?

It covers CRM, booking calendar, website, inbox and payments many field operators need. It is not a full GPS/dispatch suite — pair those tools if you need them.

Do you only serve Australia?

No. Placid CRM is available worldwide. English-language support; our legal entity is based in Queensland, Australia.

Is there a free trial?

Yes — 14 days on every plan. Card required; cancel anytime before it ends.

Home and property services

HandymenTurn every fix request into a booked job with notes, photos and a card payment — without l… Carpet cleanersFill your van roster with online bookings, keep stain notes on each property, and sell pac… Window cleanersSchedule residential and commercial runs, keep building access notes safe, and let new cus… Pool servicesWeekly pool runs, chemical notes and filter reminders in one CRM — with a site that captur… Gardeners & lawn careRecurring mows, garden tidy-ups and seasonal cleanups booked online, with every property p… Tree servicesCapture storm and quote leads fast, keep site photos and risk notes on the job, and take d… CleanersRecurring cleans, one-offs and commercial contracts — booked online, paid properly, with e… Cleaning franchisesFranchisee-ready ops: lead intake, job calendars and a brand site — with room to grow loca… Pest controlBook inspections and treatments online, keep chemical/visit notes on each property, and fo… RemovalistsQuote moves faster, capture inventory notes, and keep every booking and deposit against th… Storage facilitiesTake storage enquiries online, show unit sizes and pricing clearly, and keep every tenant,… Home careClient and family contacts, visit scheduling coordination and a clear public site for fami…

Trades and install

PlumbersWin more emergency and planned jobs with a fast website, a clear pipeline and an inbox tha… ElectriciansFrom switchboard upgrades to EV chargers — capture leads, schedule work and keep complianc… BuildersKeep renovations and new builds organised: leads, quotes, variations and client messages i… ConcretersDriveways, slabs and paths — from site measure to pour date — with quotes, deposits and we… TilersBathroom and floor tiling jobs organised: measures, tile choices, deposits and snag lists … PlasterersPatch, flush and full-house plaster jobs with site notes, builder contacts and a calendar … FlooringCarpet, timber and vinyl installs with measure appointments, product selections and instal… FencingBoundary quotes, panel choices and install weeks tracked cleanly — with deposits before ma… Garage doorsNew doors, spring repairs and opener installs booked online, with brand and model notes on… Appliance repairWasher, fridge and oven callouts organised: model notes, parts orders and booking slots wi… RoofersStorm damage and re-roofing leads organised from first call to final invoice, with photos … PaintersInterior and exterior painting quotes, colour notes and scheduled rooms — managed without … HVACInstalls, servicing and breakdowns on one calendar, with filter-reminder follow-ups that a… Solar installersFrom rebate enquiry to installed system — track every lead, document and referral in one C… LocksmithsEmergency callouts and scheduled lock changes — with a site that ranks for “locksmith near… TradiesA simple home for quotes, jobs, invoices and a website that makes you look as professional…

Auto and mobile service

MechanicsLet customers book services online, keep service history on the vehicle contact, and stop … Mobile mechanicsBay-free mechanics: book driveway jobs, keep vehicle history on the contact, and take paym… Auto detailersBook interior, exterior and ceramic jobs online and showcase your work with a site that ac… TowingCapture breakdowns fast, dispatch notes on the contact, and follow up storage or repair re… Car washMemberships, wash packages and bookings for express or detailing bays — with a site that s… Car dealersList stock, capture every yard enquiry and follow up buyers without sticky notes on the wi…

Tech repair and IT

IT support & MSPsTicket-like pipelines for SMBs you support, with asset notes, renewals and a site that win… Computer repairDrop-off tickets, diagnostics and pickup messages in one place, with a site that explains … Phone repairScreen repairs and battery swaps with wait-time bookings, parts notes and a walk-in friend…

Pets

Dog walkersRecurring walks, pet notes and client billing without a maze of group chats.… Pet sittersBoarding enquiries, drop-in visits and house-sit diaries tied to each pet and owner.… Dog trainersPuppy classes, private sessions and behaviour plans with bookings, packages and progress n… Dog groomersFill your groom roster online, keep every pet and owner on one record, and stop chasing bo… VetsAppointments, reminders and pet+owner records with a website that handles new-client enqui…

Health and wellness

Massage therapistsOnline bookings, treatment notes and package sales with a calm brand site that fills the t… OsteopathsNew-patient bookings, care plans and recall reminders with a professional clinic site.… Psychologists & counsellorsEnquiry triage, intake bookings and a trustworthy site — with privacy-minded contact handl… OptometristsEye-test bookings, recall reminders and frame interest notes with a clinic site that conve… PodiatristsNail care, orthotics consults and diabetic foot reviews booked online with recall workflow… DentistsNew-patient enquiries, recall reminders and a trustworthy website — without enterprise den… PhysiosBook assessments and follow-ups online, keep treatment notes against the patient contact, … ChiropractorsCare-plan visits, new-patient forms and a site that explains your approach clearly.… SpasTreatment menus, packages and memberships with a serene brand site and a calendar that pre…

Beauty and personal care

Hair salonsOnline bookings, colour formulas on the client card, and a site that fills your chairs — n… BarbersLet regulars rebook themselves, keep fade notes on each client, and fill quiet slots with … Beauty & nail salonsAppointments, memberships and retail — with every preference and patch-test note on the cl… Lash & brow studiosFills, tints and lifts on a tight calendar with client patch-test notes and a site that fi… Makeup artistsWedding and event bookings, trials and kit notes with a portfolio site that books the next… Tattoo studiosManage consults, deposits and session bookings while showing your artists’ work on a site …

Fitness, sport and learning

GymsMemberships, class bookings and trial sign-ups in one place, with a website that sells you… Personal trainersPackage sales, session bookings and client check-ins without living inside your personal I… Yoga studiosClass schedules, intro offers and teacher calendars that sync with a calm brand site.… Dance studiosClass timetables, term enrolments and showcase fees with a lively site parents actually us… Martial artsBelt progress, class bookings and membership billing with a dojo site that converts trial … Swim schoolsLesson squares, assessments and make-ups coordinated with a parent-friendly booking site.… Sports coachingSquad sessions, private lessons and holiday camps with bookings, fees and a coach brand si… Driving schoolsBook lessons online, keep every student and payment in one place, and run a website that c… TutorsLesson bookings, package credits and parent communication without living in WhatsApp.… Music teachersRecurring lessons, recital dates and student progress notes with online booking for parent…

Professional services

Marketing consultantsPackage your retainers, book discovery calls and host a case-study site that wins the next… BookkeepersProspect pipelines for new retainers, onboarding checklists and a clear services site for … Financial advisersProtect every enquiry through discovery, advice and review cycles with a professional bran… Insurance brokersRenewal pipelines, client coverage notes and a site that captures SME and personal enquiri… RecruitersCandidate and client pipelines, job briefs and a careers-facing site that collects applica… AccountantsProspect pipelines for new retainers, a clear services site, and an inbox that separates c… LawyersMatter enquiries, conflicts checks notes and a professional site — with intake that does n… Real estate agentsBuyer and seller pipelines, listing enquiry capture and a brand site that works as hard as… Property managersOwner and tenant contacts, maintenance threads and renewals — organised instead of living … Mortgage brokersProtect every lead from first enquiry to settled loan with a pipeline built for long finan… Travel agentsTrip pipelines, supplier notes and client preferences with a brochure-quality site that ca… Coaches & consultantsPackage your expertise: booking calls, selling programs and hosting a site that positions … AgenciesClient retainers, project pipelines and a portfolio site — plus room to resell services un… ArchitectsEnquiry qualification, project stages and a portfolio site that attracts the right clients… Interior designersLong design projects, supplier notes and client presentations tracked calmly with a portfo… SurveyorsInstruction intake, site visit calendars and deliverable tracking for land and building su… SignageFrom quote to install: shopfront signs, vehicle wraps and install bookings with artwork no… PrintingTrade and retail print jobs with file intake, proofs and pickup bookings — plus a site tha… Security companiesGuard and patrol contracts, site notes and a B2B site that wins facility managers.… PhotographersShoot bookings, galleries links and package sales with a portfolio site that ranks for you… Wedding vendorsLong wedding timelines, deposits and vendor coordination notes against each couple’s conta… Event plannersFrom corporate days to private parties — pipelines, vendor contacts and a site that sells … NDIS & care providersParticipant contacts, schedule coordination and a clear public site — with the understandi…

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