Run Your Business Operations From One Platform.

CRM, Field Service & Project Management made simple. Automate quotes, manage teams, track projects, and get paid—all in one place.
Calendar
Sales
Field Service
Projects
CRM
Ai Assistant
Employees
Files
Templates
feature

Success Powered by Heffl

Real Stories. Real Results.

starstarstarstarstar
trustpilot

"Field Service module just saved us more than 50% of our time and money. No more whatsapp groups for job schedules."

Muhammed Muneeb

Marketing Manager of Albanan


Al Banan - Pest Control CompanyMuhammed Muneeb
starstarstarstarstar
trustpilot

"The most flexible, customisable and affordable CRM. Great customer service !"

Shihab Makaniyil

Founder & CEO of Shopdoc


ShopdocShihab Makaniyil
starstarstarstarstar
trustpilot

"We create quotations and invoices in minutes with Heffl. Workers now have a clear understanding of their tasks and deadlines."

Danish

CEO & Co Founder of Softex IT Solutions


Softex It Solutions - Technical ServicesDanish
starstarstarstarstar
trustpilot

"We used to rely on Excel and kept missing jobs and invoices. With Heffl, everything's organized, tracked, and headache-free."

Shakeel Ahammed

Salesperson at Ecolife cleaning services


Ecolife cleaning services
starstarstarstarstar
trustpilot

"Efficient Project Management with Game-Changing Insights. Heffl has significantly improved our ability to manage projects and tasks efficiently. "

Anfal Puthalath

Managing Partner of Adzum Global


Adzum GlobalAnfal Puthalath
starstarstarstarstar
trustpilot

"Heffl is an amazing platform with exceptional service! It's designed to be extremely user-friendly, making tasks effortless and efficient."

Pluspoint Digital


Pluspoint Digital

Specifically made for your industry

Heffl will feel like a customized product developed for you.

Typing Center
Pest Control Company
Technical Services

Typing center

You can handle all sort of works that you do in a typing center like golden visa, visa renewal process etc and their pipelines using Heffl.

Work management
Cost breakdowns
Important reminders
mockup

CRM

Heffl automates project management to enhance operational efficiency, helping your team achieve more with less effort.

CRM Mobile

Operations

Heffl automates project management to enhance operational efficiency, helping your team achieve more with less effort.

CRM Desktop

Field Service

Schedule appointments, send reminders, and manage your team's workload with our field service tool.

CRM Desktop

Sales

It simplifies the sales process while increasing the rate of closing by automating and optimizing several steps.

CRM Desktop

Access from
Anywhere

Stay connected and in control no matter where you are. With Heffl's mobile app, you can create and send quotations effortlessly, oversee your team's performance, and manage your CRM with ease. Experience seamless efficiency and total control, all from the palm of your hand.

Effortless Quoting

Total Control Anytime

Boost Employee Efficiency

mockup

Your Ai-Powered
Business Helper

chat templates

Effortless Workflow Enhancement

Poof! Just like that, your request transforms into a professionally crafted offer letter. Our AI assistant works like pure magic.

Heffl is fully powered by Ai
chat templates

Template Time Saver

Instantly access a treasure trove of pre-built templates with our AI Template Library. No more starting from scratch!

Unyielding Data Integrity

Your Data, Your Business, Our Commitment

We understand your data is your most valuable asset. That's why we've built Heffl with your security and peace of mind as our top priority. Here's how we protect your data

Blog

Your Source for Business Wisdom

blog image

Field Service

July 26, 2025

How We Onboard Field Service Companies to Heffl CRM - Step-by-Step

At Heffl, we believe that getting started with a CRM shouldn’t feel like another full-time job.

That’s why we built a simplified onboarding process specifically for field service businesses. Whether you’re moving from Excel sheets, WhatsApp groups, or another software, we make the transition smooth, fast, and hassle-free.

💡 If you’re new here, check out everything Heffl Field Service can do for your business:
👉 https://heffl.com/field-service

Step 1: We Understand Your Business

We start with a short call to understand your operations. Every business is different, from team structure to how you schedule jobs or send invoices. This step is all about aligning Heffl with your workflow, not the other way around.

We’ll collect:

  • Your current system details (if any)
  • Your team list & access levels
  • Sample documents like invoice, quote, PO, etc.
  • Existing data in Excel

Step 2: We Migrate Your Data

If you’re using spreadsheets or another platform, we help bring your data into Heffl. This includes:

  • Clients, leads, contacts
  • Invoices (PDF/Excel based)
  • Job history (AMC or one-off)
  • Templates for quote, invoice, PO, AMC contract, reports

🚨 Note: Word or locked system data can’t be migrated, but we’ll help you recreate them easily in Heffl.

Step 3: Email & Integration Setup

You can connect your Gmail, Outlook, or Zoho Mail directly inside Heffl. All communication with leads and clients happens in one place. We also offer integration support with platforms like Zoho Books and WhatsApp.

See all integrations

Step 4: Team Training

We train your full team on how to:

  • Add and manage leads, clients, and jobs
  • Send quotes, invoices, and contracts
  • Track payments and use reports
  • Use schedule/calendar and activity logs

Step 5: Go Live with Confidence

Once everything’s set up, you’re ready to roll. We don’t disappear after onboarding, we stay available to support you through your first weeks on Heffl.

What We Need From You:

  • Excel list of clients, leads, field workers
  • Word/PDF versions of invoice, quote, PO, etc.
  • Sample invoices and job data (for migration)
  • Your email provider details (for integration)

Why Our Clients Love This Process

Field service companies across the UAE have told us one thing:

“Heffl onboarding was so easy, we wished we switched earlier.”

We’ve helped teams move from spreadsheets, DMs, and chaos to organized, efficient operations inside Heffl CRM.

Ready to Get Started?

👉 Contact our team or sign up now to start your Heffl onboarding today.

Here are some photos of me setting up Heffl inside real field service companies across the UAE :)

From training teams to configuring their workflows, this is where the magic happens!

blog image

blog image

blog image
You have Q'S, we have A'S

Frequently Asked Questions

Didn't find the answer you are looking for? Contact our support

Revolutionize Your Business with Heffl

Book a Free Demo
logo

All in one app for your UAE business, manage Field Service, CRM, and Projects seamlessly in one place.


© Copyright 2023, All Rights Reserved by Heffl

whatsapp