Key Features

The Field Service Manager for Creatio app empowers businesses to efficiently manage their entire field service lifecycle directly within the Creatio platform. From service planning and job assignment to execution tracking and invoicing, this app ensures seamless coordination between teams, resources, and customers.

Service Planning: Create and manage detailed service plans, define service types, and set frequencies, timelines, and estimated costs for each job.

Job Management: Assign field engineers or technicians to specific service jobs, track job status in real time, and ensure tasks are completed as per defined schedules and standards.

Resource & Schedule Management: Optimize engineer schedules with automated assignment tools, manage availability, and monitor resource utilization to maximize productivity.

Estimates & Invoicing: Generate accurate cost estimates, record service details, and automatically convert completed jobs into invoices for faster and more transparent billing.

Dashboards & Analytics: Gain real-time insights through visual dashboards displaying job progress, engineer performance, pending tasks, and overall service efficiency.

Business Value: Field Service Manager for Creatio simplifies and automates field service operations, improving efficiency, accountability, and customer satisfaction. By offering end-to-end visibility — from service request to invoicing — the app enhances collaboration across departments, reduces administrative overhead, and ensures timely service delivery. It is ideal for organizations seeking to centralize their service operations, manage resources effectively, and deliver consistent, high-quality service experiences.