Brivium

Brivium is a CRM and field-service workspace for trade businesses that need customer records, jobs, quotes, schedules, invoices, payments, and crew work connected in one system. It is aimed at owner-operators and small crews of up to 20 people in trades including HVAC, plumbing, electrical, painting, landscaping, and roofing. The central question is whether that connected workflow is worth an annual paid subscription and the higher tiers needed for team communications.

Overview

Brivium links the path from lead and estimate through scheduling, job delivery, invoicing, and payment. That continuity can reduce duplicated entry for a small service company, while Android, iOS, and web access lets an owner work in a browser and technicians use a phone. There is no free plan; the 14-day Business trial needs no credit card and lets you select a plan afterward.

Key features

Quotes, jobs, and payments

Customers can review and approve branded quotes online, pay a deposit at approval, and receive one-tap reminders. Approved quotes convert to invoices, with Stripe card payments, automatic receipts, and overdue reminders. This is a sensible fit for businesses that want sales approval and collection in one workflow rather than separate quoting and billing tools.

Scheduling and field work

Scheduling is organized by worker, with tasks, due dates, role-based permissions, and needs-attention alerts. Lead management, estimate building, technician dispatch, a project gallery, products, simple reports, and a technician mobile app cover the core operational cycle. The mobile app works offline and syncs quotes, jobs, and invoices when connectivity returns, which matters on sites with unreliable service.

Communications and AI

The Business plan adds a company phone line, call history, in-app SMS, and priority support. Its optional AI Coach sends a question, recent conversation, and relevant business metrics or records to the Google Gemini API to produce a response. Companies should treat that data flow as a factor when deciding whether an AI assistant belongs in their workflow.

Security and sharing

Brivium says it encrypts data in transit, controls workspace access, does not sell personal information, and does not use product or workspace data for advertising. Public links to quotes, invoices, customer portals, signed documents, and shared photos or attachments can be opened by anyone who has the link, so links should be distributed carefully.

Pricing

All Brivium plans are billed annually and there is no free tier. The 14-day trial runs on Business before you choose a paid plan.

Solo is the economical choice for a one-person operation, but its single-user limit excludes shared scheduling and role-based access. Pro is the practical step for a small team that needs permissions, sales visibility, and contracts; extra seats are available when three users are not enough. Business costs more but is the only tier with Brivium’s phone, SMS, AI, and priority support, making it the relevant option for teams that want communications inside the workspace.

Platforms

Brivium runs on Android, iOS, and the web. Offline mobile operation with later synchronization gives field staff a way to keep working when connectivity drops.

Who it's for

Brivium fits owner-operators and small crews coordinating estimates, jobs, schedules, invoices, and card payments across a trade business. Solo suits a single user; Pro and Business suit progressively larger teams. It is less compelling for a company seeking a permanent free plan, avoiding annual billing, or keeping customer documents behind access controls stronger than public-link sharing.

Pros and cons

• Pros: Quotes, deposits, invoices, Stripe payments, receipts, and overdue reminders form one connected commercial flow.
• Pros: Worker scheduling, dispatch, tasks, permissions, and alerts address day-to-day coordination for small crews.
• Pros: Offline mobile use supports work in areas with intermittent connectivity.
• Pros: A no-card Business trial gives teams 14 days to assess the full feature set before choosing a plan.
• Cons: Annual billing is required for the published plans, and there is no free plan for businesses that want to stay at zero cost.
• Cons: Solo allows only one user, while phone, SMS, AI Coach, and priority support are reserved for the substantially more expensive Business tier.
• Cons: Anyone with a public link can access shared quotes, invoices, portals, signed documents, or attachments.

Alternatives

Choose Striven instead if you want a free plan, a free trial, API access, and monthly Standard or Enterprise pricing; its Standard plan is $35 a month for under five users, with an additional $25 per user.

FieldForge is the better starting point for a one-technician operation that needs a free tier: Solo is $0.00 per free with 15 invoices per month, while Solo Pro is $19 a month with unlimited invoices.

Pick Fieseros if a free allowance is more important than Brivium’s annual commitment; its Free plan costs $0.00 forever and includes 100 lifetime jobs, leads and customers, quotes, a basic calendar, invoices and payments, and before/after photos.

Pillar suits a garage-door business wanting a free first-person plan with every feature, unlimited customers, at least 25 GB of storage, and monthly caps of 100 jobs, estimates, and invoices.

Consider SAWIN Service Automation if self-hosting is required; its Enterprise pricing is custom and requires a demo.

HiveSuite is an alternative with Android, iOS, macOS, web, and Windows support and a £34.99 monthly Solo plan for one admin plus two crew, including VAT.

Choose Home Service Pro when route optimization is a priority; its $65.00 USD monthly Starter plan includes scheduling, dispatch, CRM, invoicing, mobile access, and route optimization.

Kaldrex is another paid option, starting at $29 a month for one user and one trade, with an additional $15 for each added trade.

For trade-specific browsing, see the Garage Door Software and Window Cleaning Software lists.

Verdict

Brivium is a strong match for a one-person operator or small field-service crew that wants quoting, scheduling, invoicing, Stripe payments, and mobile work in one system. Choose it for the connected workflow and offline app; look elsewhere if you need a free plan, monthly flexibility, or tighter control over access to shared public links.