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Field Project & Service Management
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Field Project & Service Management
Start Here
Create Opportunities
Convert to Project
Project Tasks and WO
Service Work Orders
Manage Work Order Billing
Final Settings
Home
CRM
Opportunities
Won
Lost
Sales Dashboard
Clients
Projects
Service
Billing
My Tasks
Archive
Completed ToDo's
Completed Project Tasks
Completed Service
Completed Projects
Database
Clients DB
Sites DB
Opportunities DB
Projects DB
Project Tasks DB
Service DB
Variables DB
Rates DB
ToDo DB
Users DB
Email templates
Payment Request
Payment Request Data
Start Here
MV
Martin Vilches
Create Opportunities
Convert to Project
Project Tasks and WO
Service Work Orders
Manage Work Order Billing
Final Settings
Field Service & Project Manager
WELCOME
This is a doc to manage a basic Field Installation operation which includes:
CRM
Basic CRM functionality to manage
Opportunities
and
Clients
The CRM section includes a
Sales Dashboard
to review forecast and sales numbers
Projects
Keep track of your project tasks and project work orders
Service
Create service work orders and take notes of every job done, including a clock-in/out function and
Billing
control
Go to
Create Opportunities
Field Service & Project Manager
WELCOME
CRM
Projects
Service
Go to Create Opportunities
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