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

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    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

  • Matt Kelly_12472
    Matt Kelly_12472 Posts: 3
    edited September 2020 #3

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4

    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.

  • Matt Kelly_12472
    Matt Kelly_12472 Posts: 3
    edited September 2020 #5

    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.

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #6

    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!

  • Rifqa Syed
    Rifqa Syed Posts: 5
    edited May 26 #7

    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.