Field completions flow back to the CRM automatically.
Connect estimating, field operations, dispatch, and CRM around the job status people actually act on.
AgentWorks · Historical client workIn the AgentWorks SingleOps integration, completing a field visit could leave the parent job's update timestamp unchanged. The CRM missed the change and kept prompting sales reps to follow up on jobs that were already done. The reconciliation service checked visit history and prior sync state to update the CRM and keep approved jobs from being reopened by a later sync. One documented rollout run synced 330 jobs cleanly.
AgentWorks retrospective →