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!