Speaks your language
The CRM, in your words
Choosing the Field service preset renames the core objects and statuses to the terms your team already uses — no setup project required.
Accounts are
Customers
Contacts include
Customer, Prospect, Commercial, Property manager
Lead stages
New → Contacted → Estimate → Scheduled → Won
Pipeline
Estimate → Approved → Scheduled → In progress → Completed
What it looks like for you
Tuned to how you actually work
Turn call-ins and repeat customers into scheduled, won jobs.
Track estimates and site visits as activities on every job.
Link tenants and property managers to the right customer.