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Features That Everyone Will Actually Enjoy

We help you focus on whats important for your business.

MORE FEATURES TO LEARN

Take The Pain Out Of Paperwork

Communication

Communication platform enhance internal communications as well as communications between customers and employees in one place for easy reference.

Live Dashboard

Field Service CRM allows you to view an overall snapshots of your business from any internet device: phones, laptops, desktops and etc. The live dashboard delivers current data access to keep track of daily activities by using easy entrance to useful tools. .

Drag and Drop Calendar

Field Service CRM, easy-to-use, drag-and-drop calendar allows you provide easy changes. Unassigned jobs can be dragged to free technicians in second without leaving the schedule page.

Customer Management

Every client is important for your business; therefore, it is imperative for you to have organized customer history. With Field Service CRM you’ll see estimates, invoices, and al billing history linked to your customers.

User Permissions

Not all employees should have the same roles, responsibilities and permissions. Field Service CRM fully customizable user-role feature allows you to keep everyone confined to their own area of business.

Estimates

Never underestimate the importance of estimation! Your estimate should be clean, understandable, and should ensure that your budget covers what the project needs, so you would earn money not loose it. Once the estimate is accepted, it can be easily converted to jobs and invoices.

Payments

Field Service CRM Payments allows you and your technicians to accept credit cards right at a job location. Also your clients can choose to pay online by using client hub.

Invoicing

By using Field service CRM invoicing feature you will be able to flawlessly transfer completed job into invoice. You also can easy track invoices that were sent, past due, or paid. The whole CRM is there to help you safe time, improve organization, and project professionalism.

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