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.
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
Plan & Schedule
Define service timelines and costs.
Assign Jobs
Assign engineers and manage schedules.
Execute & Track
Monitor job progress in real time.
Bill & Review
Generate invoices and review performance.
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.
Create Job Types with Ease
Define and configure job types by setting required details, parts, and checklists to standardize how service jobs are created and executed.
Set Up Service Engineer Profiles
Add and manage service engineers by capturing key details, assignments, skills, and availability to support accurate tracking and smooth job execution.
View Job Information Clearly
Access a complete view of service plans, estimates, and jobs for an account in one place.
View Job Completion Status
Confirm when a job has been fully completed with all service tasks finished.
Auto Invoice Creation
Automatically generate invoices from completed jobs with all billable items included.
Job Reports Overview
View a consolidated report of job activity to track progress, pending tasks, and overall job performance.
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.
Why does my business need field service management software?
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.
Will Field Service Manager disrupt my current Creatio setup?
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.
Can Field Service Manager be customized for our Creatio environment?
Yes. Field Service Manager can be tailored to align with your specific service workflows, operational needs, and business requirements within Creatio.
How much does field service management software cost?
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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Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
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