CRM for home improvement contractors: quotes, jobs and payments. Your client pastes their Fieldline Pro key once, and your agent or your code works with their access.
CRM and sales
About Fieldline Pro
Through Operate As, your agent, n8n workflow or code works in Fieldline Pro with your client's own access. Your client pastes their API key from Fieldline Pro once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Fieldline Pro's API through the request tool, with the client's access attached.
Common uses in CRM and sales
Add new leads from forms, emails and calls
Move deals along and log activity after each conversation
Keep contact records clean and complete
Fieldline Pro
Fieldline Pro · CRM and sales
API key
CRM for home improvement contractors: quotes, jobs and payments
The client pastes their API key from Fieldline Pro's settings. We store it encrypted.
Tested against Fieldline Pro's live API.
Building with Fieldline Pro? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.