Build your sales, quotes, inventory and support in one place with Lynka.See pricing
Lynka
PricingAboutSupportDocsFree tools
Sign inStart free

Field service businesses

CRM for the office side of field service work.

Manage enquiries, customer contacts, sales opportunities, quotes, invoices and support history around the service relationship, while dispatch, GPS and route planning stay with the specialist tools you use for field operations.

Start freeSee pricing

Use Case

Customers remember one relationship, even when the office uses several workflows.

Field service software can mean two very different things. One side is dispatch, technician scheduling, routing and work orders in the field. The other is the customer and commercial work around the job.

Lynka focuses on the office side: enquiries, customers, quotes, invoices, product history and later support issues. It is not technician-dispatch software.

Requirements

The office struggles when the enquiry, quote, invoice and later issue drift apart.

Enquiry

Calls, meetings and tasks can then sit against the customer or sales record instead of being kept in an inbox or personal calendar note.

Qualification

When the business decides there is work worth pursuing, the deal can carry the expected amount, probability, stage and close date.

Quote

If the scope or price changes, quote revisions preserve earlier versions. Internal approval can hold the quote before the customer signing process begins.

Invoice

Several payments can be recorded over time, and a credit note can reduce billed value when the customer account needs an adjustment.

Product History

The ticket can record priority, category, owner, first response, resolution, root cause, resolution summary and impact information.

Account History

That matters when the person requesting the next job is not the original buyer, or when the office needs to check an earlier quote, invoice or issue before responding.

Boundary

A business that needs those features should keep or choose a field-service management product for dispatch and use Lynka only if its CRM, quoting, billing or customer-support side adds value around that system.

Solution

The next conversation begins with the earlier work still in view.

Enquiry

Put the enquiry on the customer record

A new service enquiry can begin as a lead with source, owner, priority, notes and next action. Company and contact records can separate the customer business from the individual people involved.

Calls, meetings and tasks can then sit against the customer or sales record instead of being kept in an inbox or personal calendar note.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Qualification

Decide whether the enquiry is a real sales opportunity

Not every request belongs in the pipeline. Qualification can record whether the need is understood, the decision maker is known, budget has been discussed and timing is clear.

When the business decides there is work worth pursuing, the deal can carry the expected amount, probability, stage and close date.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Quote

Price the work and keep changes to the offer

Quotes can include products, custom service descriptions, quantities, price, discounts, tax, currency, validity and terms.

If the scope or price changes, quote revisions preserve earlier versions. Internal approval can hold the quote before the customer signing process begins.

The customer can receive a generated quote document and sign or reject it through the quote-signing flow.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Invoice

Invoice from the accepted work

The agreed customer, work and pricing can carry forward when the invoice is created. The invoice then carries issue date, due date, amount paid and amount due.

Several payments can be recorded over time, and a credit note can reduce billed value when the customer account needs an adjustment.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Product History

A later support issue can still point to what was sold

Tickets can link to a customer and product, which is useful when the later support issue concerns something the customer purchased.

The ticket can record priority, category, owner, first response, resolution, root cause, resolution summary and impact information.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Account History

Repeat work can return to the same customer account

A service company may visit the same customer many times. The company record can keep several contacts, while each new sales opportunity, quote or support issue gets its own history.

That matters when the person requesting the next job is not the original buyer, or when the office needs to check an earlier quote, invoice or issue before responding.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Boundary

What Lynka does not replace for a field service company

Lynka does not include native technician dispatch, GPS tracking, route optimization or a dedicated field-work-order engine.

A business that needs those features should keep or choose a field-service management product for dispatch and use Lynka only if its CRM, quoting, billing or customer-support side adds value around that system.

Sales reporting
Track output, pipeline health, and conversion.
Qualified leads
124
Conversion
18.4%
Avg. deal size
USD 21.8K
Trend
Rep comparison
Manager-friendly breakdown.
Owner
Open
Won
Jordan Lee
14
USD 62.4K
Olivia Hart
9
USD 41.8K
Maya Bennett
11
USD 48.2K

Results

The customer does not have to explain the relationship again.

The first enquiry remains attached to the customer account.

Quote history preserves how scope and price changed.

Billing questions can be answered from the invoice and payment history.

Support can refer back to the commercial and product context behind the issue.

Repeat service starts with the previous resolution in view.

Explore Lynka

SalesAgreementsCustomer SupportProfessional ServicesPricing

The office keeps the customer and commercial record around the service job.

Keep dispatch software for field operations if you need it, and use Lynka where the office needs sales, quotes, invoices and customer history.

Start freeSee pricing
Lynka
Overview
Tickets
New
⌂
◔
≣
⌁
▦
Search tickets...
My records
New
1
Activation issue
Unassigned
New
Due today
Open
1
Billing question
Maya Bennett
Open
Response due in 2h
In progress
1
Integration setup
Jordan Lee
In progress
Waiting on customer
Activation issue
Case overview 16043
New
Details
History
Documents
Tasks
Status
New
Priority
Medium
Ticket
Activation issue
Company
Northstar Logistics
Assignee
Jordan Lee
Category
Onboarding
Due
2026-07-31
Issue description
Customer requested a guided setup for initial activation.

Questions about Field service businesses

Does Lynka dispatch technicians?

No. Lynka does not include native technician dispatch.

Lynka

CRM for small businesses with lead generation, sales, quotes, invoicing, inventory, accounting and support.

Ask AI about Lynka

Product

  • Overview
  • Lead Generation
  • Sales
  • Agreements
  • Inventory
  • Accounting
  • Support
  • Marketing
  • Reporting

Built For

  • Overview
  • Small businesses
  • Agencies
  • Consultants & professional services
  • Distributors & wholesalers
  • Field service businesses
  • Small sales teams

Workflows

  • Agency Prospecting
  • Distributor Sales
  • Advisory Billing

Compare

  • vs HubSpot
  • vs Pipedrive
  • vs Zoho CRM
  • vs Excel

Company

  • Pricing
  • About
  • Support
  • Contact
  • Docs
  • Free tools

Legal

  • Privacy Policy
  • Terms of Service
© 2026 Lynka. All rights reserved.