Field service teams need more than a sales pipeline. The system has to connect intake, scheduling, dispatch, field documentation, estimates, communication and billing.
Start with an incoming customer request, assign the work, change the schedule and verify that office and field users see the same current status.
Confirm technicians can reach customer history, job instructions, photos, documents and required forms without navigating a desktop-first interface.
Track an estimate through approval, work completion, invoice and payment so operational and financial handoffs are visible.
Calls, texts and emails should be associated with the customer and job rather than trapped in individual devices or inboxes.
CRM focuses on customer and sales relationships, while field service software adds scheduling, dispatch, jobs, technicians and field execution. Many service businesses need both in one workflow.
A complete intake-to-closeout scenario using realistic customer, scheduling, field and payment steps.