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Field Project & Service Management
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Field Project & Service Management
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
CRM
Opportunity
Stage:
Opportunity
Client
Stage
Amount
Source
Expected Date
Won
Stage:
Opportunity
Client
Stage
Amount
Source
Expected Date
Won
New
2
Home Theater
Lionel Messi
New
$55,000.00
ABC Architects
12/30/2021
Won
New Opportunity
New Client
New
$35,000.00
ABC Architects
11/30/2021
Won
$90,000.00
Sum
Quoted
1
Network Update
Taine Irvine
Quoted
$15,000.00
XYZ Designers
1/3/2022
Won
$15,000.00
Sum
$105,000.00
Sum
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