FieldServio

Connect with your FieldServio data directly from Outlook:

• View FieldServio contact and customer information based on the selected email and any related opportunities, events and tasks.
• The ability to edit event and task statuses.
• Add new contacts, customers and opportunities from existing emails.
• Create new events to keep track of emails you send to customers.
• Salespeople can view events and tasks assigned to them.
• Salespeople van view recently accessed opportunities.
• Text search for contacts, customers and opportunities.
• Send emails to FieldServio contacts from search results.
• Links to open contacts, customers and opportunities in FieldServio for additional information or to make additional data updates.

Note: A subscription to FieldServio is required to use this add-on. FieldServio is used by companies to manage their field service based business operations. As such, login credentials are given to users in those companies. If you believe your company could benefit from such a solution and you would like to learn more or get in touch with us about signing up your company, please visit our website at www.fieldservio.com.