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Field Project & Service Management
  • Pages
    • icon picker
      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
Field Project & Service Management
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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

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image.png
⁠
⁠

Go to
Create Opportunities
⁠


Field Service & Project Manager
WELCOME
CRM
Projects
Service
Go to Create Opportunities
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