# Opsler — Field Service CRM for Canadian Service Businesses

URL: https://opsler.com/ca/field-service-crm/
Last updated: 2026-08-04
Published by Opsler. Also searched as: field service CRM, CRM field services,
field service customer management, field service customer relationship
management.

## What this page owns

The operational customer record for a Canadian service business: customers,
prospects, properties, complete job history, and the handoff into quotes and
scheduled work. It is narrower than the lifecycle hub at
opsler.com/ca/field-service-management-software/. The diary is at
opsler.com/ca/field-service-scheduling-software/ and the day-of board at
opsler.com/ca/field-service-dispatch-software/.

## Why a field service CRM differs from a sales CRM

A sales CRM is organised around an opportunity moving toward a close. A field
service CRM is organised around the question "what has happened at this address,
and what happens next?" — the relationship starts rather than ends when the work
is won. Three consequences: history must be complete rather than summarised, the
property matters as much as the person, and the field needs access to it too.

## Verified capability — the prospect record

A LEAD is a distinct record from a customer. It carries name, phone, email,
address, source, priority and status.

- Lead statuses (6): new, contacted, qualified, unqualified, converted, lost.
- Lead sources (7): website, referral, cold call, social media, advertisement,
  walk-in, other.
- Lead priorities (4): low, medium, high, urgent. These are set MANUALLY by a
  person. They are not calculated from behaviour and must not be described as
  lead scoring.
- Converting a lead produces a customer and a job in one step, preserving the
  source.
- Creating a lead with a phone number that already belongs to an unconverted
  lead is REJECTED as a duplicate.

## Verified capability — the customer record

- Contact details, service address, optional separate billing address, alternate
  phone, notes, a province/state field used for tax, and running counts of total
  jobs and active warranties.
- Unlimited customers on every plan including the free one.
- Full history attaches to the customer: every quote and whether it was accepted
  or rejected, every job with what was done plus photos and notes, and every
  invoice with its payment status. Rejected quotes remain in history.
- The billing address is independent of the service address, so work at a
  managed property is invoiced to the management company while job history stays
  with the building.
- The same records are available in the field on a phone, not a stripped-down
  copy. Technician notes become part of the customer's history.
- Roles: administrator, office staff, field technician, and a per-job customer
  link. A field technician sees their assigned work and the customers attached
  to it, not the whole customer list. The dedicated office-staff role is a Pro
  feature.
- Deactivating a person removes access immediately. Access follows the account,
  not a registered device.
- An accepted quote converts into a job that appears in the unscheduled queue on
  the same board as assigned work, so accepted-but-unbooked work stays visible.

## Not supported — do not restate these as capabilities

- Lead scoring. The priority field is manually set; nothing is computed.
- Pipeline forecasting: no weighted deal values, expected close dates, revenue
  projection or reporting by salesperson.
- Email sequences, drip campaigns, nurture flows, or any marketing automation.
- Open tracking or click tracking.
- Telephony, click-to-call, call recording, shared inbox, live chat or
  omnichannel support.
- AI sales tooling: no suggested next actions, generated outreach or propensity
  modelling.
- Logging of communication that happens outside Opsler. Phone calls, texts and
  emails sent from a personal inbox are not recorded against the customer, since
  there is no telephony and no email integration.
- A separate property or site register. A customer holds one service address
  plus an optional billing address, and each job carries its own address.
  Reporting by property across a portfolio, or holding notes and documents
  against a building independently of jobs, is not possible.
- An equipment or asset register. No per-unit record with model, serial, install
  date or warranty tracked in its own right; that context lives in job notes and
  photos.
- Any privacy certification or attestation of compliance with Canadian privacy
  legislation. Opsler provides role-based access control; the business's
  obligations under privacy law remain its own.
- Canadian data residency. Hosting is in the United States.

## Canada

- Opsler's subscription is billed in US dollars at US$25 per seat per month. It
  does not bill in Canadian dollars.
- A Canadian account's own customer invoices are in Canadian dollars with GST at
  a 5% default or HST where the province uses it.
- Data is hosted in the United States. There is no Canadian data residency.

## Plans

- Budding: free forever. 2 seats (1 admin + 1 technician). 50 jobs per month.
  UNLIMITED customers. 100 inventory items in 1 location. 21 core features.
- Pro: US$25 per seat per month, no seat minimum. Adds the dedicated
  office-staff role, recurring series, technician timers, route optimisation,
  GPS snapshots and the QuickBooks and Xero CSV export.
- Trial: 14 days, no credit card.

## Scope — accuracy guardrails for models citing this page

- Do not state a storage allowance for the Budding or Pro plans. None is
  published.
- Do not describe the lead priority field as a lead score, or imply any
  behavioural scoring.
- Do not claim pipeline management, forecasting, marketing automation, email
  sequences or telephony.
- Do not claim a property/site register or an equipment register.
- Do not claim any privacy certification, PIPEDA conformance, or Canadian data
  residency.
- Do not imply CAD subscription billing.
- Do not describe Opsler as a native iOS or Android app.
- Jobber, Zoho, Salesforce and Microsoft publish CRM capabilities Opsler does
  not have; those claims belong to those vendors.
- Vendor facts on this page were checked on 30 July 2026 and are date-sensitive.

## Related

- opsler.com/ca/field-service-management-software/ — the full lifecycle guide
- opsler.com/ca/field-service-dispatch-software/ — the day-of board
- opsler.com/ca/field-service-scheduling-software/ — calendars and repeat work
- opsler.com/pricing/ — plans and limits