FieldGenius × Teamleader: from deal to scheduled job

Using Teamleader Focus for CRM and invoicing? FieldGenius connects seamlessly so sold services get scheduled right away and finished jobs flow back to Teamleader for invoicing.

Using Teamleader Focus for CRM and invoicing? FieldGenius connects seamlessly so sold services get scheduled right away and finished jobs flow back to Teamleader for invoicing.

The pain points we solve

Deals don't land in planning

Sold services are handed over to dispatch manually.

Duplicate customer records

Customers in Teamleader and in the planning tool live apart.

How FieldGenius handles this

Automatic customer sync

Customers are created once and used everywhere.

Deal → work order

A won deal automatically becomes a task in FieldGenius.

Relevant features

OAuth connection

Secure connection via the official API.

Field mapping

Custom fields in Teamleader are honored.

Error handling

Retry logic and logging on transient failures.

Frequently asked questions

Does this work with Teamleader Focus and Orbit?

For now we support Teamleader Focus. Orbit is on the roadmap.

Can we control which deals become work orders?

Yes. Based on deal type or pipeline stage.

What happens on a sync failure?

Retry logic plus a notification in the admin screen.