CRM & Customer Management
One record for every customer, contact and site - with full history behind it.
- Customer, contact and site management
- Customer and site history
- Customer portal
Platform
From the first opportunity to the final invoice - CRM, quoting, jobs, scheduling, maintenance, assets, inspections, projects and finance in one platform.
One record for every customer, contact and site - with full history behind it.
Win more work with a pipeline and quoting flow that feeds straight into delivery.
Work orders from creation to completion, with costs captured as they happen.
Get the right technician to the right site with the least drive time.
Contracted maintenance that schedules and raises itself, on time, every cycle.
A live register of every asset you service, with its full life story attached.
Checklists built to your standards, evidence captured, certificates out the door.
Everything a technician needs on site - including when there's no signal.
Run multi-stage installs and upgrades alongside your day-to-day service work.
Bill faster and keep the books in sync without double entry.
Branded paperwork and every conversation kept against the record.
See performance across technicians, jobs, assets and revenue in real time.
Shape Fieldmagic around your process - no developers required.
Connect the tools your business already runs on.
A product specialist will walk you through the modules that matter for your trade in 30 minutes.