- Ability to take notes on any individual work order, piece of equipment, agreement, etc and see all the notes in one tab listed on the customer.
- Ability to set tasks for anyone linked to any work order, agreement, equipment, etc.
- Ability to save attachments to work orders, agreements, equipment, etc.
- Ability to leave feedback on all work orders.
- Ability to filter customers based on any criteria you set and send mass emails via a powerful mail merge component.
Other Applications
The following applications are designed to work hand-in-hand with CRM:
- A/P (Accounting Integration)
- A/R Reporting
- Agreement Tracking
- Asset Tracking
- Counter Sales
- CRM
- Customer Web Portal
- Customer/Jobsite Differential (ship-to location)
- Employee Payroll
- Equipment Tracking
- Estimate/Job Creation
- FieldOne Mobile
- Flexible Customer Pricing
- Inventory Tracking
- Invoice Creation
- Job Costing
- Multiple Branches and Departments
- Office Manager
- Purchasing
- Receive Payments
- Schedule Board
- Security Settings
- Web Enabled Structure
- Work Order Creation
"CRM" is part of the FieldOne line of products, developed by FieldOne Systems.
Related Products
"CRM" is part of the FieldOne line of products, developed by FieldOne Systems.
Make a better decision and save time with our Buyer's Guide
Ready to find the right software?
Let us do it for you, for FREE!
5 Reasons To Let Us Find Your Software:
- Our service is FREE
- It's fast so you save time
- We narrow a list of 2,000+ software options to 5 or less
- We only choose companies that match your requirements
- We give you a FREE BUYER's GUIDE
-
System Requirements
Desktop
- Microsoft Windows
Server
- Microsoft Windows Server
Database
- Microsoft SQL Server
-
Industries
FieldOne is made for businesses in the following industries:
- Agriculture/Forestry/Fishing/Mining
- Commercial & Service
- Construction
- Heating, A/C and Ventilation Services
- Software Development
- Systems Integrators
-
Product Demo
-
Product Training
-
Product Support
