What’s New in CRM2

Watch our guided walkthrough to see everything CRM2 unlocks for your business.

Chapter 0 Whats New In CRM2

Whats New In CRM2?

Fieldmotion’s new webinar introduces the latest platform features and updates.

Chapter 1 UI Improvements & Display Layouts

UI Improvements & Display Layouts

Explore the UI upgrades and new display layouts feature.

Chapter 2 Job Scheduling

Job Scheduling

Jump into job views, filters, statuses, and scheduling tools.

Chapter 3 Job Creation

Job Creation

A total walkthrough of the upgraded job creation process.

Chapter 4 Invoicing from Job Creation

Invoicing from Job Creation

Learn how to create, send and sync with our invoicing updates.

Chapter 5 Contracts

Contracts

Track your projects, budgeting and profitability using our contracts system.

Chapter 6 Customers

Customers

Navigate through our updated customer section’s lead source, filters and custom layouts.

Chapter 7 Asset Management

Asset Management

New ways to manage client assets, schedule services, and auto-recur maintenance dates.

Chapter 8 Stock Management

Stock

Gain total stock control. Including tracking, allocating and dispatching with ease.

Chapter 9 Quotes

Quotes

Make quoting faster from building, sending, and tracking quotes.

Chapter 10 Reports Dashboard

Reports Dashboard

Look at our powerful visual reports dashboard for clarity on your business.

Free Webinar: See How Field Service Software Can Transform Your Operations

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