Field Service Integration
We are a company that has crews on the road and the need to schedule future work on the calendar. I would like to know, is there any integration with any Field Service software? Any plans to improve the calendar or add task/to do type features?
Comments
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Hi @Matt Kelly
What specific improvements would you be looking for with the calendar and activities/tasks? You can already plan your team's day by putting activities in the calendar for them right and have this sync with external calendars if needed.
Regarding integrations, check out if any of the Field Service softwares you're interested in has a connection to Zapier: https://zapier.com/ if they do then you can link it up with Pipedrive through them.
Otherwise some task management apps in our Marketplace might also be helpful: https://marketplace.pipedrive.com/apps/task-management?page=1&sort=trending
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Mike van der Valk said:
Hi @Matt Kelly
What specific improvements would you be looking for with the calendar and activities/tasks? You can already plan your team's day by putting activities in the calendar for them right and have this sync with external calendars if needed.
Regarding integrations, check out if any of the Field Service softwares you're interested in has a connection to Zapier: https://zapier.com/ if they do then you can link it up with Pipedrive through them.
Otherwise some task management apps in our Marketplace might also be helpful: https://marketplace.pipedrive.com/apps/task-management?page=1&sort=trending
Mike,
We need a way to have tasks/to do's assigned to a calendar event. We have pre, during and post job tasks that need to be completed with each job we sell and schedule. We also need the ability to view and search those tasks to see what each person assigned needs to do.
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Mike van der Valk said:
Hi @Matt Kelly
What specific improvements would you be looking for with the calendar and activities/tasks? You can already plan your team's day by putting activities in the calendar for them right and have this sync with external calendars if needed.
Regarding integrations, check out if any of the Field Service softwares you're interested in has a connection to Zapier: https://zapier.com/ if they do then you can link it up with Pipedrive through them.
Otherwise some task management apps in our Marketplace might also be helpful: https://marketplace.pipedrive.com/apps/task-management?page=1&sort=trending
Thanks @Matt Kelly for clarifying. I'll pass it on to our team. One workaround that might help is to actually create a deal where to link your tasks. So all sub tasks/to do's are linked to the deal from which overview you can easily manage them all, see who's responsible and what's the status. Then you'll also add the main task to the deal that all the others lead up to.
Perhaps not ideal but it allows you to still keep them all under one overview and understand that they are related.
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Mike van der Valk said:
Hi @Matt Kelly
What specific improvements would you be looking for with the calendar and activities/tasks? You can already plan your team's day by putting activities in the calendar for them right and have this sync with external calendars if needed.
Regarding integrations, check out if any of the Field Service softwares you're interested in has a connection to Zapier: https://zapier.com/ if they do then you can link it up with Pipedrive through them.
Otherwise some task management apps in our Marketplace might also be helpful: https://marketplace.pipedrive.com/apps/task-management?page=1&sort=trending
I forgot to mention many of the jobs we do are similar so we need to have a way to have the tasks templated, otherwise we are entering the same tasks over and over for each job, gets very tedious. It's the reason we've been looking for field service software with tasks and templates.
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Mike van der Valk said:
Hi @Matt Kelly
What specific improvements would you be looking for with the calendar and activities/tasks? You can already plan your team's day by putting activities in the calendar for them right and have this sync with external calendars if needed.
Regarding integrations, check out if any of the Field Service softwares you're interested in has a connection to Zapier: https://zapier.com/ if they do then you can link it up with Pipedrive through them.
Otherwise some task management apps in our Marketplace might also be helpful: https://marketplace.pipedrive.com/apps/task-management?page=1&sort=trending
Thanks @Matt Kelly our team will most likely start exploring this when they finish their current work. I can't make promises, but we're definitely taking a serious look!
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Hi Matt! Couldn’t help but notice that this is in line with Arrivy’s capabilities. The Arrivy Operations Cloud™ offers multiple scheduling views for all of your needs. You can go ahead and schedule out your team members for jobs that may be planned for the future. There are comprehensive modules available around field scheduling, dispatch and digital forms and so much more. To learn more about what we can do, please book a call with one of our experts here.
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