RapidStart CRM Field Service Addon launched

by | Apr 16, 2022

Field Service

Many businesses have a field service team. Whether that is Technicians for an Air Conditioning Company, or nurses for a Home Health Organization, or any other business that send people out to homes and businesses to perform tasks. Managing this process can be challenging. Microsoft offers Dynamics 365 Field Service… but it is expensive, complex and designed for really large teams. We saw an opportunity to help our users who need to be able to manage the dispatchment, scheduling and oversight of field workers. Introducing the RapidStartCRM Field Service Addon, a low-cost solution. Let’s take a quick look at it.

Two New Apps

This addon solution adds a new Dispatcher app and a Mobile Technicians app for users. We’ll look at the Dispatcher app first:

It starts with a new Dashboard. In addition, there are new tables Time Sheets and Time Entries:

Associated to Time Sheets are Time Entries. Time Entries can be created by users from either a Time Sheet, or any record in RapidStart CRM, as well as from our new Time Sheets Mobile App:

Time Sheet managers can export Time Sheets for use in Payroll systems, or Time Entries for use in Billing Systems.

 

Summary

Like everything RapidStartCRM, this is a professionally built addon. We have priced this app at $10/PUPM, which is less than any other similar style app we could find. This addon is also fully customizable. You can take a Test Drive or add this as a free trial to your RapidStartCRM from Appsource here. You can also find more information about this addon here.

If you have any questions, feel free to post them in the Free Support Forum.

If you need help setting this up, consider a RapidLAUNCH or contact Forceworks.

RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that our free RapidStart CRM is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales, for example. We designed RapidStart CRM as a basic Sales and Service app “accelerator”. While it is a fully functioning app, it is the starting point for much more for many. Get or Test Drive RapidStart CRM on Microsoft’s AppSource here.

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