Field Service Manager for Creatio

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Field Service Manager streamlines your service lifecycle by helping you plan and schedule jobs, assign and track field engineers, monitor progress in real time, and generate invoices, improving visibility, communication, and on-time delivery.

Overview

Product overview

Product description
Field Service Manager is a comprehensive platform designed to streamline and manage your organization’s entire service lifecycle. The application helps teams efficiently plan and schedule service tasks, create accurate estimates, assign and monitor field engineers, track job progress in real time, and generate invoices as soon as work is completed. By centralizing every service-related activity, Field Service Manager provides clear operational visibility, strengthens communication across departments, and ensures faster, more reliable service delivery. It automates routine processes, reduces administrative effort, and enables teams to stay accountable and productive. Ideal for organizations looking to bring structure and efficiency to their field operations, Field Service Manager helps you manage resources effectively, maintain service quality, and deliver consistent, high-value customer experiences from initial request to final invoicing.

Use Cases

  • HVAC & Plumbing Services - Scheduling emergency repairs, preventive maintenance visits, and managing seasonal demand spikes with automated dispatching
  • Telecommunications - Coordinating installation appointments, service calls, and infrastructure maintenance across large geographic areas.
  • Medical Equipment Service - Managing compliance requirements, tracking equipment maintenance histories, and ensuring rapid response for critical healthcare equipment.
  • Utility Services - Dispatching crews for meter readings, repairs, or installations while tracking work orders and asset information in real-time.
  • Property Management & Facilities - Coordinating maintenance requests across multiple properties, managing vendor relationships, and tracking service history for assets.

Key Features

Job Planning

Assign field engineers or technicians to specific service jobs, track job status in real time, and ensure tasks are completed as per defined schedules and standards.

Resource and Schedule Management

Optimize engineer schedules with automated assignment tools, manage availability, and monitor resource utilization to maximize productivity.

Service Planning

Create and manage detailed service plans, define service types, and set frequencies, timelines, and estimated costs for each job.

Estimates & Invoicing

Generate accurate cost estimates, record service details, and automatically convert completed jobs into invoices for faster and more transparent billing.

Dashboards & Analytics

Gain real-time insights through visual dashboards displaying job progress, engineer performance, pending tasks, and overall service efficiency.

Categories

Category

Industries

Industries

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.3.0 and up

Release information

Launched:
Updated:

Pricing

Monthly
Annual
Standard
$ 5.00 user / month
billed annually
From 5 users

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

If you encounter any issues during installation or face any challenges while setting up the application, please contact the Greytrix support team. We will be happy to assist you and ensure a smooth installation experience.

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

PostgreSQL
MS SQL

Platform

.NET Framework

Compatible with Creatio

8.3.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.0.0
8.3.0 and up
January 08, 2026
Release summary

Initial release

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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