Why Choose ONAP CRM?
Field service teams lose customer history the moment it's split across paper files, inboxes and someone's memory. ONAP SitePro's CRM keeps every customer, site and contract in one place, linked directly to jobs, quotes and invoices, so anyone on the team can pull up the full picture in seconds.
Complete Customer Records
Keep contact details, site addresses, contract terms and job history together in one customer record, giving your team a complete view without searching across systems.
Full Job & Service History
See every past visit, repair, invoice and service interaction in one place, giving your team the context they need before speaking to a customer.
Contract & SLA Tracking
Store contract start and end dates, service levels and renewal terms against each account, making it easier to stay ahead of renewals and prevent agreements from lapsing.
Multi-Site Customer Management
Manage customers with multiple properties or locations under one account, with site-level details and job history available for every location.
Automatic Activity & Team Visibility
Jobs, quotes, invoices and notes are logged automatically against the right customer, while authorised office staff and engineers can access the same up-to-date record.
Field Service CRM for Every Trade and Industry
ONAP SitePro provides field service CRM software for electrical contractors, plumbing and heating companies, HVAC engineers, facilities management, fire and safety services, and property management businesses. Keep customer records, site details, service history, contracts and compliance information organised in one place.
Electrical, Plumbing & Heating
Keep property records, certificates, boiler service history, warranty dates and past repairs together, giving engineers the information they need for faster diagnosis and repeat visits.
HVAC & Mechanical Services
Store equipment details, service intervals and maintenance history against each site, making scheduled servicing easier to plan and ensuring engineers arrive with the right information.
Facilities & Property Management
Manage multi-site clients, landlords, tenants and properties from connected customer records, with site-level contacts, access notes and complete maintenance history.
Fire, Safety & Compliance
Track inspection certificates, compliance dates, site access requirements and service history against every customer, helping your team stay organised and ready for every scheduled visit.
From First Enquiry to Long-Term Customer
A new enquiry shouldn't mean starting from scratch on a spreadsheet. ONAP SitePro's CRM captures customer details once and builds on them with every job, quote and invoice that follows.
Capture Customer Enquiries
Log every new lead or customer enquiry with contact details, site address and job requirements attached, so your team has the information needed from the first interaction.
Create Customer Records Automatically
Turn new enquiries into customer records instantly, giving your team a central place to manage quotes, jobs, notes and ongoing customer relationships.
Build Complete Job History
Every quote sent, job completed and invoice raised attaches to the same customer record automatically, creating a complete history of work and service.
Keep Contract Details Organised
Store service levels, renewal dates, contract terms and site-specific notes against each customer account, helping your team manage ongoing service agreements.
Access Customer History Instantly
Give your team instant access to the complete customer picture before a call, site visit or renewal conversation, without searching through separate systems.
Manage Every Customer Relationship
Keep enquiries, customer records, quotes, jobs, invoices and contract information connected in one place, giving your field service team a clear view throughout the customer lifecycle.
Keep Complete Customer History in One Place
ONAP SitePro field service CRM keeps every customer interaction, site detail, job record and contract document connected in one central customer account. Your office team and engineers can find the information they need quickly, without relying on individual staff members, old emails, spreadsheets or paper records.
Create One Customer Record
Store customer contact details, site addresses, contracts and service information in one central record, giving your team a complete view of every customer.
Build a Complete Job History
Automatically connect every past visit, repair, job and invoice to the customer record, making it easy to find previous work and service history in seconds.
Track Contracts & Renewals
Keep contract terms, service levels, renewal dates and SLA deadlines against the customer account so your team can identify upcoming renewals before they are missed.
Store Notes & Documents
Attach site notes, access instructions and important documents directly to the customer record, keeping essential information available to authorised team members.
Access Customer History Anywhere
Give office staff and engineers instant access to the latest customer information before calls, site visits or renewal conversations, even when they need to work from the field.
Frequently Asked Questions
CRM software for field service businesses stores every customer's contact details, site information, contract terms and job history in one place. Instead of checking spreadsheets, emails and paper files separately, office staff and engineers can pull up a customer's complete history from a single record. ONAP SitePro's CRM connects directly to jobs, quotes and invoices, so customer records update automatically as work happens.
Yes. Every job, quote and invoice raised against a customer attaches to their record automatically. There's no need to manually log activity or cross-reference separate systems.
Yes. ONAP SitePro supports multi-site customer accounts, so a single customer record can hold several properties, each with its own job and service history.
Yes. Contract start and end dates, service levels and renewal terms can be stored against each customer account, making it easier to spot upcoming renewals before they're missed.
Yes. Engineers can view a customer's job history, site notes and access instructions from the ONAP SitePro mobile app before or during a visit.
Yes. Every customer record is visible to office staff and engineers with the right permissions, so anyone can answer a customer query without needing to chase a colleague for information.
Existing customer data can be imported during onboarding, and new customers are added automatically as enquiries come in. Most teams are fully set up within a few days.