Add-ons
RapidStart CRM + RapidStart Field Service Link
Bring customer management and service delivery together in your CRM apps with this free add-on.
RapidStart CRM to Field Service Link brings customer management and service delivery together in your CRM apps. This free add-on connects RapidStart CRM and RapidStart Field Service, helping your team move from customer conversations to service work with less switching and repeated data entry.
What the link adds
- Service tools within CRM: Access Work Orders, Service Appointments, Technicians and Restricted Dates from both the main CRM and CRM Service apps.
- Work orders alongside your customers: View related work orders directly from Account and Contact records.
- Faster work order creation: Use Add Work Order quick buttons with customer details carried through automatically.
- Connected customer records: When creating a work order from a Contact, its associated Account is filled in automatically and remains editable.
Your team gets a connected customer-to-service experience while retaining the capabilities of both apps.