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Field service software + Krokul CRM

Krokul CRM integrates with ServiceTitan, Jobber and Housecall Pro. A contract won in Krokul opens the customer, the service address and the job in the field service system. Crews work from there. Estimates written on site, completed jobs, invoices and payments come back to the deal, so the sales team sees contract value and receivables for each client company. Other field service tools connect through the Krokul app in Zapier and Make and through the Krokul API.

What your team gets

From signed contract to booked job

When a deal is won in a service pipeline, Krokul fires card.won, finds or creates the customer in the field service system and books the job at the site address. The job ID is stored on the deal as an external key, so every later event lands on the right deal.

Field estimates feed the pipeline

Technicians price extra work during visits. Each new estimate or quote opens a deal in Krokul for the same client company, and an approved one moves the deal to won. The account manager sees the upsell the day it is found.

Invoices and payments in one ledger

Invoices created in the field arrive as invoice documents on the deal, and each payment taken by card or bank transfer becomes a Krokul payment. Overdue amounts show in the debtor list and the DSO report.

What to know

Dispatch, technician schedules, routes, the pricebook and payment collection on site stay in the field service system. Krokul keeps the sales side, the contracts and the money owed. API access depends on the vendor plan, for example the MAX plan in Housecall Pro.

Questions and answers

Does Krokul replace my field service software?

No. Jobs, visits and technicians stay in ServiceTitan, Jobber or Housecall Pro. Krokul sells the work and tracks what the client pays.

Which records travel back to Krokul?

Customers, estimates or quotes, job status, invoices and payments. Each one is matched to its Krokul record by an external key.

Do products on a deal reach the job?

Yes. Product lines of the won deal become line items on the job where the service accepts them through its API.

Missing something?

Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.

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Product names are trademarks of their owners. Krokul is not affiliated with the services listed unless a page says otherwise.

See the demo