Field Service Software To Drive

Built-in field service platform in your CRM to improve operational efficiency

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Trusted by 200,000+ Businesses Worldwide.

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Simplify field operations with your Mobile app and keep your field experts on the move.

Keep your customer information accessible to your Field team Anytime, Anywhere.

Mobile App Assistance

Map Integration

Take advantage of Apptivo Field service app integration with google Maps. Power to plan your work in your route and alert the customers on your next visit is on your palm.

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In-Person Signature

Integration with Sign.co enables you to get digital signature from your customers after completion of your Job.

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Workflow Management

Manage you work orders with custom workflows and assist your field team with step by step process in completion of the task.

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Plan Your Calendar And Scheduling

Dispatch Calendar

Plan your work based on skill set, Availability, Job type and keep yourself one step ahead of the customer to provide the best customer service.

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Planning & Forecasting

Manage your agents, workforce, Installers, dispatchers, and field employees based on the job and work allocation. Assign jobs related to the agents skill sets.

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Annual Maintenance Contract

Provide premium services for your enterprise customers with AMC planned throughout the customer lifetime. Stay connected with the customers to increase the customer lifetime value.

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Manage Your Work Intelligently

Email and SMS triggers

Keeping customers informed is a minimum expectation for a customer. Send regular updates on the work order and earn your customer trust with 5 star rating

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Approval Workflow

Streamline your internal operations and manage your workforce with Approval workflows. Eliminate calls, email or text for approval and lets make the approval process simple with one click.

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Intelligent Dashboard

Gain a panoramic view of the Agent's performance, Job forecast, frequency on jobs, job allocation, customer happiness and more.

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Mobile App Assistance

Map Integration

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Take advantage of Apptivo Field service app integration with google Maps. Power to plan your work in your route and alert the customers on your next visit is on your palm.

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In-Person Signature

+

Integration with Sign.co enables you to get digital signature from your customers after completion of your Job.

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Workflow Management

+

Manage you work orders with custom workflows and assist your field team with step by step process in completion of the task.

featureimg

Plan Your Calendar And Scheduling

Dispatch Calendar

+

Plan your work based on skill set, Availability, Job type and keep yourself one step ahead of the customer to provide the best customer service.

featureimg

Planning & Forecasting

+

Manage your agents, workforce, Installers, dispatchers, and field employees based on the job and work allocation. Assign jobs related to the agents skill sets.

featureimg

Annual Maintenance Contract

+

Provide premium services for your enterprise customers with AMC planned throughout the customer lifetime. Stay connected with the customers to increase the customer lifetime value.

featureimg

Manage Your Work Intelligently

Email and SMS triggers

+

Keeping customers informed is a minimum expectation for a customer. Send regular updates on the work order and earn your customer trust with 5 star rating

featureimg

Approval Workflow

+

Streamline your internal operations and manage your workforce with Approval workflows. Eliminate calls, email or text for approval and lets make the approval process simple with one click.

featureimg

Intelligent Dashboard

+

Gain a panoramic view of the Agent's performance, Job forecast, frequency on jobs, job allocation, customer happiness and more.

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Award Winning CRM Platform

award winning

Easier Day To Day Maintenance Operations with Cloud Field Service Management system.

Plan a day flexibility

With intuitive drag and drop, Create appealing emails without any coding.

Reduce work time

Get more done in less time, boosting your team's productivity and allowing for efficient job completion each day.

Complete Fixes

Enabling lightning fast troubleshooting and precision repairs with instant access to manuals, histories and real time insights to the technical team.

Accurate Estimates

Win customer trust with precise estimates that reflect actual costs and timelines, resulting in transparency and credibility.

Automatic Reporting

Experience seamless data insights and get real-time analytics for informed decisions, streamlining operations and boosting efficiency.

Customer Satisfaction

Augment customer satisfaction by synergizing on time arrivals, effective issue resolution and transparent communication.

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Plan a day flexibility

+

With intuitive drag and drop, Create appealing emails without any coding.

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Reduce work time

+

Get more done in less time, boosting your team's productivity and allowing for efficient job completion each day.

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Complete Fixes

+

Enabling lightning fast troubleshooting and precision repairs with instant access to manuals, histories and real time insights to the technical team.

image 1

Accurate Estimates

+

Win customer trust with precise estimates that reflect actual costs and timelines, resulting in transparency and credibility.

image 1

Automatic Reporting

+

Experience seamless data insights and get real-time analytics for informed decisions, streamlining operations and boosting efficiency.

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Customer Satisfaction

+

Augment customer satisfaction by synergizing on time arrivals, effective issue resolution and transparent communication.

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maxi

Maximize your ROI with Powerful Ticketing system


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Faster Response

%

Reduce in churn rate

%

Avg First contact resolution rate

%

Increase in productivity

Integrations

Connect your daily use tools with Apptivo

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Customer Voices

  • customer

    Allison Graham

    Chief Business Consultant Executive Officer - Elevate Biz Inc

    Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of moving from lead to opportunity to project very important. Everything is captured. If you have a lot of variables to track with clients and want a one-stop-shop then Apptivo is a great choice.

    customer star
  • customer

    Don Lin 

    Chief Revenue Officer - Precision Machine & Manufacturing

    Apptivo is the best CRM software system available!! Outstanding!!

    This is the fourth implementation that i have administered in my career and it was by far the simplest and smoothest process with great customization and functionality.

    customer
  • customer

    David Malton

    Founder - County Chambers of Arizona, llc

    One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices. Invoicing customers was a big issue that this solved

    customer star
  • customer

    Mallard Owen

    Chief Operating Officer

    Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.

    customer
  • customer

    Owen Stibbard

    Director - NaturalSci Regulatory Consulting Corp.

    Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization, which I have completed myself, I have made the software straightforward and intuitive for the way my business operates. I don't need to adapt to suit Apptivo, it changes to suit me. Apptivo's integration with e-mail also allows us to retain customer communications in a really simple way when there is employee turnover.

    customer star
  • customer

    Jordan McCormick

    Director of Sales and Marketing - The Wake Park Project

    I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet my company's needs the best and a separate program to be able to do custom estimates, it stores all my products which are many, in there and makes a real quick way to produce professional-looking estimates with the customers' info all there.

    customer star
  • customer

    Cheryl Babashoff 

    Consultant - Yellowscope

    Apptivo Onboarding team has been Outstanding

    Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation. Apptivo and team were patient and supportive through the entire set up and continued to extend their support whenever needed.

    customer
  • customer

    Marcel Ottiger

    CEO - Chief Executive Officer - Amphasys

    You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all needs of a small to medium-sized company. It is highly customizable. It is even possible to setup your own apps within just a few minutes. Thanks to a really exceptionally good support you can do all of that yourself. Overall, the platform offers a good value to prize ratio.

    customer star
  • customer

    Colin Degan

    Owner - Project Productions

    Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are available. Automated invoicing, proposal generation and prospect management, all within one interface.

    customer star
  • customer

    Radu Tyrsina

    CEO & Founder at Windows Report

    As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify the process of managing all the needs of our dynamic company. This is probably the most vital attribute for us, as we can monitor and analyze all our teams and individual sales, no matter their location. It also helps us integrate existing team organizational structures to improve quotas.

    customer customer
  • customer

    Bob Noble

    Founder - Noble Environmental Technologies

    It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff. I would definitely recommend this for businesses looking for an effective CRM tool.

    customer star
  • customer

    Bryan Meehan

    President - HI-TECH Business Systems

    "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up or help their scheduled support is beyond what I experienced from others competing in this field. Streamlined, real-time access to data is a game changer. This system has most of what any organization would need and options to add unique requirements and integrations.

    customer star
  • customer

    Allison Graham

    Chief Business Consultant Executive Officer - Elevate Biz Inc

    Excellent Service and Customization. Compared to other CRM's I find the customization unparalleled and the automation of ...Read More

    customer star
  • customer

    Don Lin 

    Chief Revenue Officer - Precision Machine & Manufacturing

    Apptivo is the best CRM software system available!! Outstanding!!

    This is the fourth implementation that i have administered in my career and it was by...Read More

    customer
  • customer

    David Malton

    Founder - County Chambers of Arizona, llc

    One of the Best CRMs I have ever used. Apptivo is easy to navigate and use. The cost is fantastic and customers find it easy to use when sending invoices.Read More

    customer star
  • customer

    Mallard Owen

    Chief Operating Officer

    Apptivo’s onboarding team has been outstanding and continues to be a great partner as we tweak the implementation. Apptivo and the team were patient and supportive.Read More

    customer
  • customer

    Owen Stibbard

    Director - NaturalSci Regulatory Consulting Corp.

    Great Functionality and customization. I like that I can choose how to implement the software. With a little up-front customization...Read More

    customer star
  • customer

    Jordan McCormick

    Director of Sales and Marketing - The Wake Park Project

    I have been using Apptivo for a few years now. I research frequently to see if there are better platforms. Apptivo has a suite of apps that best meet...Read More

    customer star
  • customer

    Cheryl Babashoff 

    Consultant - Yellowscope

    Apptivo Onboarding team has been Outstanding

    Apptivo’s Onboarding team has been outstanding and continues to be great partners as we tweak the implementation... Read More

    customer
  • customer

    Marcel Ottiger

    CEO - Chief Executive Officer - Amphasys

    You can start small, e.g. with the CRM apps, and then add more apps while your business is growing. The tool offers many apps that cover almost all...Read More

    customer star
  • customer

    Colin Degan

    Owner - Project Productions

    Easily adopt as few or as many plug-ins/apps as you see fit. I would easily describe Apptivo more as an 'ERP' rather than a 'CRM' as so many features are...Read More

    customer star
  • customer

    Radu Tyrsina

    CEO & Founder at Windows Report

    As a mid-sized international business, it allows us to customize our existing software by utilizing the tools in their online store to simplify...Read More

    customer
  • customer

    Bob Noble

    Founder - Noble Environmental Technologies

    It's a great and efficient CRM tool that requires very little effort to pick up and learn and is easy to integrate amongst the staff.Read More

    customer star
  • customer

    Bryan Meehan

    President - HI-TECH Business Systems

    "Very powerful but easy to use CRM plus much more. Like most other systems, Apptivo uses "Chat" as their primary support but for complex set-up...Read More

    customer star

News That Matters

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Transform field service operations with one click.

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