Client records
Keep contacts, conversations, quotes, projects, domains, websites and service assets together in a complete customer profile.
ONE CONNECTED WORKSPACE
Customer context.
Work that moves.
Bring client relationships, sales activity and service delivery together, so the next step is clear to everyone who needs it.
Explore plans ↗01One record for the relationship.02One view of the work.03One team moving forward.
THE PLATFORM
Everything connected to the customer.
Sales and quotes
Track leads and opportunities, prepare estimates and proposals, and keep commercial activity linked to the client record.
Service desk
Organise customer issues with priorities, response targets, resolution targets and clear ownership.
Automations
Reduce repeat admin with consistent workflows and useful handoffs across the work your team manages.
Field Serve AI
Find, summarise and work with company records while keeping actions within the signed-in user’s workspace and permissions.
Connected tools
Bring supported collaboration services into the workspace, with each organisation controlling its own integrations.
A CONNECTED CUSTOMER JOURNEY
From the first enquiry
to the finished job.
Plan the work in the office, support the engineer on site and keep the customer informed as the job progresses.
EXPLORE A SPECIFIC WORKFLOW
Go deeper into the parts your team uses.
Client records ↗
Contacts, account context, projects and managed service assets.
Lead management ↗
Qualify enquiries, assign ownership and track pipeline next steps.
Quotes and proposals ↗
Keep commercial offers and follow-up linked to the customer.
Service desk ↗
Prioritise tickets and keep SLA targets and customer replies visible.
Automations ↗
Plan repeatable workflow steps and controlled handoffs.
Integrations ↗
Review organisation-owned connections for collaboration tools.
HOW THE WORKSPACE FITS TOGETHER
One customer context, several practical workflows.
Field Serve is a company workspace for the teams that win, organise and deliver customer work. It brings the account record, commercial activity and field service process into the same operating context.
Relationship work
Capture new enquiries, keep contact roles clear, qualify opportunities, prepare a quote and record the customer’s decision. When a prospect becomes a client, carry the relevant contact and commercial context into the customer profile instead of restarting from a blank record.
Delivery work
Link a booking or work order to the client, agree the service address and appointment, assign an engineer, then record status and time as work progresses. Keep operational notes in the staff workspace and share only suitable updates with the customer.
Ongoing relationship
Track projects and managed assets such as domains, websites and VPS services alongside conversations and renewal actions. A colleague taking over the account can see ownership and the next commitment.
Team control
Company admins create staff accounts and assign roles. The subscription determines which modules the company has; an individual role determines what that person can access or change inside those modules.
A sensible rollout sequence
- Agree what customer and service data the company needs to hold.
- Set up role ownership, pipeline stages, product list and job statuses.
- Test one lead-to-customer and one dispatch-to-completion workflow using sample records.
- Connect only provider accounts the company owns and has authorised.
- Train the team and review data quality after the first real work cycle.
Field Serve and Field Serve CRM are separate products.
Field Serve covers CRM and Field Service. The Service Desk remains a separate Field Serve platform; onboarding can plan how both services fit together for a customer.