SALES FEATURES

All Your Customer Details...Organized, Accurate, at the Click of a Button!

CUSTOMER RELATIONSHIP MANAGEMENT

Customer relationships and field service management go hand in hand. Provide a 360 degree view of all your customers, their buildings and the equipment you service. Record, track, and analyze customer job histories, communication back and forth, as well as contact and payment information. Built within the Microsoft Dynamics 365 Sales App. 

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View, manage, and act on leads and opportunities, so you can close jobs quickly and grow your business.

LEADS &
OPPORTUNITIES

SALES ACTIVITY

Maintain a detailed, accurate and organized client history so that you never lose touch with the core of your business—your clients. Track emails, phone calls, tasks, and more.

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Convert customer quotes into work orders with one click. Your technicians can even quote for additional work on-site and assign it to an existing work order instead of creating a new one. 

QUOTES

REPORTING

Visualize your sales teams performance with dashboards, sales pipelines and margin reporting. Track sales brought in by technicians in the field and goal management for sales team members and departments. 

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