One customer across modules
Customers, contacts, notes, and tags are the shared Crescove CRM records. A business running memberships or an online store alongside service work does not maintain a second customer list.
Customers and properties
The customer, the address, and who to call when you arrive.
Field work needs more than a customer name. Crescove FSM adds the properties you serve, the people at each one, and the access details a technician needs — on top of the same customer records the rest of the platform uses.
Properties, not just addresses
A property is a place you serve. It carries its own contacts, its service zone, its timezone, and the equipment installed at it. A customer with three buildings has three properties and one relationship.
Access details, deliberately gated
Gate codes, lockbox locations, and alarm instructions are held apart from ordinary property data and require a capability to read. Handing them to everyone who can view a job is how they end up somewhere they should not be.
- Separate record, separate capability
- Available to the assigned technician when they need it
- Never persisted in the mobile application's offline cache
Property contacts
The tenant who lets you in is often not the owner who pays. Both belong on the record, with their own roles and numbers.
Equipment at the property
Units are attached to the property, with a dated event history — so the next technician can see what was done to this furnace before.
Service zones
Named areas used when deciding who can take work where, rather than a dispatcher holding the geography in their head.
See Field Service & CRM against your own workflow.
Tell us how your business runs today and we will walk through what is available now, what is still being built, and what would need to be connected for you.