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FieldN back office — CRM, leads and quotationsField service CRM and quotation software: from lead to accepted quote to job
Leads in a notebook, quotes in Word, customers in a spreadsheet — and nobody knows which quote was accepted. FieldN keeps the lead, the quote, the customer and the job in one place.
Quick answer
FieldN's CRM is the sales desk of the back office. Leads sit on a kanban board and move stage by stage; a quotation is built from your catalogue or a template, shown as a plain quote or a proposal, and sent by email or WhatsApp with a link the customer accepts online; the accepted quote becomes a job or an invoice, and AMC contracts are set up from your contract packages. Customers, their organisations and properties, groups, tags and custom fields are all on the customer record, next to every job, invoice, contract and complaint. See everything in FieldN.
What the CRM desk does
Leads on a board
Every enquiry from the website, WhatsApp, a call or a referral is a card on a kanban board with a stage, an owner and notes.
Quotes in minutes
Pick services and parts from the catalogue, or load a quotation template; show it as a quote or a proposal.
Accepted online
The customer opens a link, reads the PDF and accepts. The office sees it at once and converts it to a job.
One customer record
Contacts, organisation, properties, group, tags, custom fields, jobs, invoices, contracts, complaints and a statement — on one page.
WhatsApp inbox
Chats land in a shared inbox with templates; the assistant can book, quote and take complaints.
Campaigns and loyalty
Messaging Studio for offers, discount codes and rules, loyalty points and a referral programme.
Three apps, one system: a booking portal and app for your customers, a technician app for Android and iPhone, and the office back end for dispatch, contracts, stock, invoices and HR. See all FieldN features.
A lead, start to finish
- Lead: a facility manager writes on WhatsApp asking for an AMC on 12 AC units; the chat creates a lead.
- Quote: the office loads the AMC proposal template, sets 4 visits a year and the price, and sends the link.
- Accept: the customer accepts online; the lead moves to Won.
- Contract: the office sets up the AMC contract from the package — planned visits and quarterly invoices.
- Later: every visit, invoice and complaint shows on the same customer page, and the renewal reminder goes out before the contract ends.
CRM screens in FieldN
All in the office web app; the customer side is the booking app, the portal and WhatsApp.
- Leads kanban with stages and owners
- Quotations and proposals, with templates
- Online acceptance link and PDF
- Customers with import from a file
- Organisations and properties
- Customer groups, tags and custom fields
- Contracts and AMC packages
- WhatsApp inbox, templates and intake logs
- Messaging Studio campaigns
- Discount codes and rules, loyalty, referral programme
- Abandoned booking carts
- Customer reports
Who uses the CRM desk most
Field service CRM and quotations — frequently asked questions
Can customers accept a quotation online?
Yes. Every quotation has a link and a PDF; the customer accepts from the link and the office sees it at once. The accepted quote becomes a job or an invoice.
Is there a proposal format for AMC?
Yes. A quotation can be shown as a proposal, and FieldN ships proposal templates for AMC, pest control, deep cleaning and AC installation that you can change.
Can I import my customer list?
Yes. Customers can be imported from a file, with organisations and properties, and grouped and tagged after import.
Does the CRM work with WhatsApp?
Yes. Chats come into a shared WhatsApp inbox with templates, and the assistant can take a booking, draft a quotation from a request, log a complaint or answer a job status question.
See a lead become a quote and a job in FieldN
Book a free demo. We load your services, prices and team, and show the booking app, the technician app and the office side working together. Pricing is quoted for your team size and the modules you need.
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FieldN answers all of these — one system for booking, dispatch, the field and the office. See FieldN.