Streamline Your Field Services with BBX and LDWorkflows

Are you a plumber, electrician, or field service provider looking to simplify operations and boost efficiency?

Field Services CRM Management is a system designed to support businesses that send teams or individuals out to customer locations—like plumbers, electricians, gas engineers, or repair technicians.

It combines Customer Relationship Management (CRM) with job scheduling, equipment tracking, mobile job sheets, and automated invoicing, all in one system. Think of it as a digital operations HQ for field-based businesses.

LDWorkflows offers a smart field service management system to help businesses stay ahead—while transacting with BBX Trade Credit instead of cash!

Key Features of the System

✅ CRM for customer details – contact history, sites, previous jobs, all in one view
✅ Track equipment at each site – never lose track of installed units, serials and warranties
✅ Job Scheduling – add, assign and manage jobs for your field team
✅ Mobile job completion – complete paperwork on a phone/tablet, even Gas safety forms send invoices directly from the job site
✅ Invoice instantly – bill customers as soon as the job is completed
✅ Automated job generation – ideal for contracts, maintenance, repeat servicing

✅ Reminders for compliance – auto notify customers when the next inspection or service is due

Key Benefits

No more paperwork – fully digital workflows reduce admin and errors
Faster payments – invoicing from the field = quicker cash flow
Better compliance – built-in reminders for safety checks & certificates
Happier customers – automated updates, smoother service, and instant document delivery
Less missed jobs – smart scheduling keeps teams productive
Detailed job history – every action logged, from booking to billing

If you’re one of these businesses, this is just for you!