fieldservice_crm

Purpose

Integrates CRM opportunities with Field Service so sales teams can schedule and track onsite work orders directly from their pipeline.

Features

crm.lead: Adds a Field Service smart button and order count so users can open or create related service orders from an opportunity.
crm.lead: Provides an FSM location field across opportunity forms, lists, and filters to capture and search by the service site tied to each deal.
fsm.location: Shows a stat button with the number of linked CRM opportunities and opens them filtered by the current location.
fsm.order: Introduces an opportunity field on service orders and displays it in list, form, and search views to trace jobs back to sales efforts.