Field Service Manager for Creatio

Easier Job Management Seamless Engineer Coordination Accurate Service Tracking

Discover an integrated solution for managing the complete field service lifecycle within Creatio.

Field Service Manager for Creatio

Easier Job  Management Seamless Engineer  Coordination Accurate Service  Tracking

Discover an integrated solution for managing the complete field service lifecycle within Creatio.

Why Choose Field Service Manager for Creatio?

Using Creatio for service operations, but finding field work hard to manage?

As field service grows, standard workflows often fall short. Field Service Manager is built specifically for Creatio users to add the operational structure, visibility, and continuity required to manage field service at scale all within a single, connected platform.

Complete Service Visibility

Track planning, execution, and invoicing in one place.

Better Field Coordination

Assign jobs and manage engineers with clarity.

Faster Billing Cycles

Turn completed jobs into invoices seamlessly.

Built to Scale on Creatio

Extend Creatio for growing field service needs.

Core Features

Smarter Field Service Starts Here

Service Planning

Define service types, frequencies, timelines, and estimated costs to plan field work in a structured way.

Job Management

Create service jobs, assign field engineers, and track job status in real time to ensure work stays on schedule.

Resource & Schedule Management

Manage engineer availability, optimize schedules, and monitor utilization to improve productivity across field teams.

Estimates & Invoicing

Generate accurate service estimates and seamlessly convert completed jobs into invoices for faster, transparent billing.

Dashboards & Analytics

Get real-time insights into job progress, engineer performance, pending tasks, and overall service efficiency through visual dashboards.

Centralized Service Records

Maintain a connected view of service history, job details, and billing information in one place.

Field Service Manager in Action

Field Service, Made Simple with Creatio

1

Plan & Schedule

Define service timelines and costs.

Assign Jobs

Assign engineers and manage schedules.


2
3

Execute & Track

Monitor job progress in real time.

Bill & Review

Generate invoices and review performance.


4

Built for Mobility and Integration

Field Service Manager supports modern field service by enabling mobility for field teams, allowing engineers to access job details and updates on the go. Integrated with ERP through GUMU™ for Creatio, it ensures service, cost, and billing data flows smoothly into core systems—improving visibility and reducing manual effort.

Field Service Manager in Action

Field Service, Made Simple with Creatio

Financial Technology

Used for on-site support, device maintenance, and partner service coordination.

Logistics & Supply Chain

Supports service visits, warehouse maintenance, and multi-location operational support.

Oil & Gas

Helps schedule, track, and coordinate maintenance and inspection activities.

Food & Beverages

Used for equipment servicing, plant maintenance, and quality checks.

Health Care

Supports coordination for equipment servicing, inspections, and on-site support.

About Greytrix

Greytrix is a trusted provider of CRM and ERP solutions, helping businesses streamline operations and build connected digital ecosystems for over 25+ years. We deliver end-to-end services across consulting, implementation, custom development, integration, and migration for leading ERP platforms, including Sage Intacct, Sage X3, Sage 100, and Sage 300, along with CRM systems such as Creatio, Salesforce and Sage CRM.

With 5,000+ customers and 1,000+ successful projects globally, Greytrix combines deep technical expertise with a strong understanding of real-world business operations. From robust ERP and CRM integrations powered by GUMU™ to industry-focused solutions like Field Service Manager for Creatio, we help organizations bring structure, visibility, and automation to critical processes—enabling teams to operate efficiently, respond faster, and scale with confidence.

Let’s automate together!

Explore Field Service Manager for
Smarter Field Operations

FAQs

What is Field Service Management Software?

Field Service Management software helps businesses manage on-site service operations more effectively. It supports activities such as planning service work, assigning jobs to field engineers, tracking job progress, managing schedules, and completing billing. By bringing all field service activities into a single system, it improves visibility, coordination, and control across service and operations teams.

Field service management software is needed in businesses that manage on-site service work across multiple jobs, field engineers, locations, or service schedules. It becomes essential when coordinating service delivery, tracking job progress, and managing billing needs to happen in a structured and reliable way.

No. Field Service Manager is designed to extend your existing Creatio environment and fits seamlessly into current workflows without requiring changes to your established processes.

Yes. Field Service Manager can be tailored to align with your specific service workflows, operational needs, and business requirements within Creatio.

The cost depends on factors such as service complexity, scale, and integration needs. With Greytrix’s extensive experience in CRM and ERP implementations, pricing for Field Service Manager for Creatio is customized to your business. Connect with Greytrix experts to receive a tailored quote.

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