Solutions
CRM for field service teams that dispatch, track and bill from one system
Field service work happens away from a desk. CRMLeaf's mobile app carries dispatch, attendance and tickets to the technician, while the office side runs the same CRM, invoicing and inventory as everyone else.
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- No credit card
- Free onboarding
Where it fits
What changes for field service teams
1
Dispatch and technician location aren't visible in real time
Configurable dispatch workflow with delivery proof and signature, paired with GPS-verified mobile attendance.
2
Parts used on a job aren't deducted from stock automatically
Order dispatch triggers inventory deduction, so a technician's parts usage keeps stock levels current.
3
Service tickets and the CRM record are two different systems
Ticket Management sits on the same ownership-scoped platform as leads, deals and clients.
Modules used
The parts of CRMLeaf this runs on
Common questions from field service teams
See CRMLeaf built for field service teams
Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.
Free trialNo credit cardFree onboarding