Executive Summary

Small contractors and mid-sized field-service firms — electricians, HVAC, plumbing, roofing and general trades — routinely lose leads and create disjointed job histories because crews rely on phones, paper tickets, and fragmented tools; this problem affects roughly 6 million trade and field-service businesses globally and translates to an $18.0B addressable market at an average $3K ACV. Sales opportunities slip between scheduling, on-site photos, and follow-up quoting, leaving sales teams and operations with incomplete histories that depress win rates and increase rework. You could build a mobile-first, offline-capable field-service CRM that natively captures photos, signatures, time entries and materials on the job, and layers AI image + NLP to extract scopes and auto-generate estimates and follow-up tasks. Combine that with trade-specific modules (materials DB, permit workflows, labor-rate templates) and prebuilt integrations to accounting and dispatch systems; given mobile adoption and advances in AI, this product targets a market with a 95/100 market score and an 88/100 revenue potential rating. This is attractive now because crews already use smartphones for scheduling and documentation and AI can materially speed quoting workflows; a realistic goal is to reduce quoting and admin time materially (for example, plausibly 20–40%) while increasing lead conversion. The strengths are clear: vertical focus increases stickiness and the $3K ACV supports a sustainable sales motion, but challenges include a fragmented buyer base, medium competitive intensity from both generic CRMs and niche incumbents, and the need to prove AI accuracy and offline reliability. It’s worth pursuing if the team can deliver a polished mobile UX, robust integrations, and a go-to-market through distributor or supplier partnerships to overcome adoption friction and accelerate POC wins.

Market Opportunity

Prevent lost leads and disjointed job history with field-service CRM targets a $18.0B = 6M trade & field-service businesses globally x $3K ACV total addressable market with medium saturation and a year-over-year growth rate of 15%.

Key trends driving demand: mobile-first adoption -- crews rely on smartphone apps for scheduling, photos and signatures, enabling field-centric UX and data capture; AI image + NLP -- automated scope extraction and estimate generation accelerates quoting and reduces admin time; verticalization of SaaS -- trade-specific features (materials DB, permits, labor rates) outperform generic CRMs for stickiness; integrations ecosystem -- accounting, payments and parts suppliers offer integration opportunities and deeper workflows.

Key competitors include ServiceTitan, Jobber, Housecall Pro, JobNimbus, QuickBooks Online (Intuit) — adjacent workaround.

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Prevent lost leads and disjointed job history with field-service CRM

Executive Summary

Market Validation

Market Opportunity

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