Field Service Operating System
Field Service CRM
Keep contacts, service history, requests, estimates, jobs, invoices, and payments connected to each customer.
Common workflow problems
- Customer notes live in messages or notebooks
- Teams cannot see prior service history
- Repeat work is difficult to identify
A practical workflow
Create one customer record
Capture contact details and the known acquisition source.
Connect every interaction
Keep requests, jobs, documents, estimates, and invoices attached to the relationship.
Retain the customer
Use complete history to support repeat service and better follow-up.
What FixxyPros supports
- Customer records
- Job and request history
- Attribution history
- Documents and media
- Service agreements