Field Service Software That Actually Helps You Sell More

Considering the need of our Field Service Software Customers, we built an optional Small Business Sales CRM Software that you can use to track and follow up your sales leads.

With this you can track how deals are progressing, organize all sales activity in one place, and accelerate sales cycles to close more deals, faster. Enjoy full CRM, reporting, mobile lead tracking, estimating, proposal generation, and more. Designed exclusively for the service business, we set out to create a streamlined process to include all phases of the sales cycle, and reduce administrative time and sales time frames!

Sign More Deals, Not Spend Time on Data Entries

Unlike complicated Sales CRMs where you end up spending hours on date entries, we designed it specifically keeping the needs of the Field Service Businesses.

Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation, task creation, and more.

Track Your Entire Pipeline

Easy to keep track of deals won, lost, and in progress, and to see which reps are your best performers (and why).

Organize Your Sales Appointments and Sales Follow Ups

Often a Field Service Sales requires visit to the customer location and capturing site data and other measurements before an estimates can be given.

Set your appointments and customer visits with a single click. Our Mobile integrated software makes it easy to keep track of all sales appointments.

Follow Up Quickly

Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads.

Land More Meetings

Connect with prospects through emails, and record follow up notes and competition for the deals. Record the strength of the competition.

Get full visibility into your New Equipment Sales Pipeline in real time.

Get an up-to-the-minute view of your entire sales pipeline on a clean, visual dashboard.

With detailed reports on sales activity, productivity, and individual performance, you’ll never be in the dark about how your team is tracking toward quota, and you’ll have all the data you need to coach your team to success. Track individual sales performances in real-time, whether for a single sales rep or a large team. Our CRM monitors KPIs and sales pipelines to ensure everyone’s on track for success Uncover qualified opportunities within your sales pipeline, directing sales management intervention. Identify strengths in each sales rep for targeted training and coaching.

Arm your sales team with time-saving tools they’ll actually use.

Give your sales team tools to close more deals with less work, and remove friction from their sales process

Boost Your Ticket Size

Provide Good, Better, Best options so your customers can compare and contrast price points — opening the door to easier up-sells.

Close deals even faster with our effortless proposal creation and On-Line Approval System

Streamline your path to higher revenue and faster deal closure with our Proposal Creation tool.

Craft proposals quickly with ease:

Standardized Terms and Conditions
Customizable Scope of Work
Seamless Integration with Multiple Platforms

Stay ahead of the competition by harmonizing lead qualification with proposal presentation. Benefit from reduced sales cycles, amplified revenue streams, and elevated client satisfaction, all effortlessly orchestrated by field force tracker.

Build Profitable Proposals

Create contract pricing with pre-built or customizable models tailored to your equipment inventory.
Set profit margin goals by work type, like maintenance, inspections, or repairs.
Perform sales audits using an intuitive mobile app that inventories equipment by model number.
Combine individual location estimates into a unified multi-site proposal to drive faster approvals.

Unify Sales and Service Operations

Service smarter by sending approved proposals directly into Field Force Tracker to start work without delay. Eliminate re-entry and automatically transfer customer, equipment, and contract details.
Schedule recurring jobs faster and manage work across the entire equipment lifecycle from one platform.

Track Sales Performance

Track daily, weekly, and monthly progress toward sales goals directly in the Sales CRM dashboard. Accelerate deals through structured workflows that move accounts from prospect to signature.
Monitor KPIs like sales volume, seller activity and performance, and projected labor hours.

Highlighted Features

Fully-customizable Invoices
Add your logo and terms and conditions
Works on mobile and desktop
Integrates with QuickBooks Desktop ® & QuickBooks Online ®
Faster estimates using templates (item groups)
Automated online customer approvals
Simple 1-click invoicing
Send custom designed invoices from out in the field with just 1-click.
Invoices flow directly from the field to the office so you never lose another one
Office and techs can spend more time serving customers and less on mountains of unnecessary paperwork
When a job changes techs can update invoices from the customer’s location without having to get in touch with the office
Email invoices right to the customer or use a mobile printer to print on the spot
Make payment easy for your customers through integrated payment solutions
Collect any payment type (credit, debit, check, etc) before leaving the driveway
Stay flexible by allowing customers to use multiple types of payments for a single invoice

Do you integrate with Quickbooks Or Sage for my country?

Most likely yes – we have integrated the Quickbooks for the US, Canada, Australia, South Africa, UK and many other international variants.

Field Force Tracker’s comprehensive field service platform and its accounting module works seamlessly with QuickBooks—the most prominent accounting software on the market—and empowers home service businesses to sync daily transactions in real-time, leverage granular control over their finances, and eliminate hours of tedious bookkeeping work.

Our Sage Software releases are changing every week call us to understand those.

What are the differentiating capabilities of Field Force Tracker Quotes Management?

Our Field Service Software offers extensive customizations, and in addition, we have a full optional sales lead management module to manage your entire sales cycles and sales teams.

This means you have a system to not only generate custom quotes but follow them and plan next actions to win new business.

All these advanced sales and customization features are not available in low end field service software.

How can we collect payment in the field or in the office?

You can use internal payment built in the mobile app from our partner Credit Card processing provider or use your own merchant provider. You can accept credit card or check or cash.

What is the benefit of Sales Leads Management within a Service System CRM?

You do not have to deal with multiple systems and double data entry. It is easier for your entire team to use a single system.

How can sales lead CRM help us grow and get more business?

Track Leads on a screen, organize your follow ups and Create professional proposals, streamline your sales process, and convert more prospects into profitable, long-term customers with our CRM.

What makes Field Force Tracker’s Sales Lead Management CRM so Unique and Powerful?

Sales Lead Manager offers a comprehensive view into your sales process and funnel—equipping you with the essential tools needed for optimized sales performance.

Anticipate future revenue and manpower needs with confidence. CRM’s extensive forecasting reports and insights empower informed decision-making and better planning.

Designed by Sales Managers in the service industry, CRM’s reports highlight real sales opportunities and areas requiring intervention for amplified performance.

Award Winning, Feature Rich All-in-One Field Service Software

Powerful Sales Lead Management Tools to Track and Manage Your Sales Opportunities

Field Force Tracker Offers Unique POWER of BOTH Sales CRM + Service CRM: Organise and Track Both Your Sales and Service Opportunities to Boost Revenue!!

15+ Years in Making. Used and Loved by Thousands in Over 30+ countries.