Can a technician see their dispatch and clock in from the field?

Yes. The mobile app carries dispatch screens alongside GPS- and face-verified attendance, so field work doesn't depend on an office device.

Is CrmLeaf priced per user, and are add-on modules extra?

CrmLeaf is priced per user, with core CRM, projects, invoicing and administration included; several industry-specific modules (like verticals, procurement and payroll) are paid add-ons - confirm which apply to your plan.

Can we migrate our existing client list into CrmLeaf?

Yes. Leads and contacts import from a CSV file, and a project's task list can be brought in from an Excel-based template rather than rebuilt by hand.

Do we need a developer to configure CrmLeaf for our workflow?

No. Pipelines, stages, custom fields and project templates are all configurable inside the app, without code.

Solutions

CRM for field service teams that dispatch, track and bill from one system

Field service work happens away from a desk. CrmLeaf's mobile app carries dispatch, attendance and tickets to the technician, while the office side runs the same CRM, invoicing and inventory as everyone else.

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Where it fits

What changes for field service teams

01
Dispatch and technician location aren't visible in real time
Configurable dispatch workflow with delivery proof and signature, paired with GPS-verified mobile attendance.
02
Parts used on a job aren't deducted from stock automatically
Order dispatch triggers inventory deduction, so a technician's parts usage keeps stock levels current.
03
Service tickets and the CRM record are two different systems
Ticket Management sits on the same ownership-scoped platform as leads, deals and clients.

Modules used

The parts of CrmLeaf this runs on

Mobile AppDispatch, GPS & attendance Ticket ManagementService requests, in one system CRM & SalesLeads to signed work Solar CRM Help DeskField support example

FAQ

Common questions from field service teams

CRM & Sales

See the module hub

Alternative Pages

Compare CrmLeaf to your current tool

Pricing

See plans & per-user pricing

Resources

Guides, tools & templates

See CrmLeaf built for field service teams

Bring your own pipeline and project structure to a 30-minute demo - we'll show it configured for how you actually work.