Is this a full field-service CRM or just lead capture?

Full ops flow: Your Page and Leads, clients, estimates, schedule, work orders, invoices, Route Planner, photo reports, units/site albums, client portal, customer messaging, and Local. Starter includes CRM to start.

Where do form submissions go?

Get quote and contact forms on your FWDLink page land in Leads with a pipeline stage. You reply and move the lead from the same place.

How do estimates connect to the lead?

Open a lead, save as client, then Create estimate — customer name, email, phone, and notes prefilled from the message. The lead stage updates to Quoted.

Can I attach video or a FWDLink to an estimate or invoice?

Yes. Pull photos, video, audio, and files from the client’s album, or attach a live FWDLink so they reopen the same gallery as you add more. Video plays on the public invoice or estimate; a FWDLink opens the live album. Stills and PDFs can embed on the PDF — other types link out as View online.

Where do I see payment fees?

CRM online payment fees depend on your plan. Current fees are listed on Plans.

What about review requests?

When review requests are enabled in your workspace settings, FWDLink can automatically ask for a review after an invoice is paid — you control whether it is on.

Is there a client portal?

Yes. Invite customers from their CRM record so they can open invoices and shared files in one place.

How do unit and site records work?

Search by number or place, update status, keep service history, and attach photos and notes to the record your office and field team share.

FWDLink Business CRM

Run a stronger service business

FWDLink keeps jobs, your crew, photos, and invoices together — from the first quote through payment.

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Customers & jobs

Leads, client files, schedule, and work orders stay together so the job the field team runs is the same record the office quoted.

Billing without retyping

Estimates and invoices reuse the client, line items, photos, and a live FWDLink — then collect payment online.

Field + marketing together

Field app, route planning, customer updates, client portal, photo reports, Your Page, and Local keep every handoff under one brand.

What’s in the workspace

Open any area below to see how crews use it day to day.

Features overview

Photos, CRM, share links, automations, and Local in one product. Start free and turn on what you need.

Customers & work orders

Save clients, run New→Quoted→Won on Leads, schedule the job, and track scope and status on the work order.

Client portal

Invite customers to open invoices, shared files, and updates from their record — one place for what they need to see.

Billing & estimates

Build estimates and invoices with photos, video, or a live FWDLink attached. Online payment fees are listed on Plans.

Route planning & dispatch

CRM Schedule holds the day. Add Route Planner when your team needs stop ordering for multi-stop mornings.

Customer updates

Customers get updates around appointments, invoices, technician visits, and next stops from the same client file.

Units & site records

Track units, sites, service history, photos, notes, and job status in one place.

Drivers & mobile app

Open work orders, shoot the stop, update status, and invoice from iPhone or Android in the field.

Jobsite photos

Capture field photos by job and keep proof shots on the same record as the estimate, work order, and invoice.

Project reports

Build progress, daily update, walkthrough, and summary reports from jobsite photos, then share one link with the customer.

Your Page & Local

Public page with quote forms into Leads, real work photos, and Local Pages so nearby customers find you.

How it works

Capture the lead on your page
Add a Get quote or contact form to your page. Submissions land in Leads.
Work the pipeline
On Leads, move inquiries New → Need to contact → Quoted → Won or Lost.
Save as client and create estimate
From the lead message, save as client and create an estimate with details prefilled.
Schedule the job
Schedule on CRM calendar with the customer prefilled and tied to the job.
Run the work order
Track field work from the work order. Use Route Planner for multi-stop days.
Invoice, get paid, request review
Send the invoice, collect payment, and optionally trigger a review request when paid.

The page is the front door

Your page at fwdlink.com/you is where clients find you — and where every inquiry stays in your workspace. Your public page and CRM live together under one brand, so leads never leave your flow.

Built for service teams that need the day to stay clear

Use it for service companies that run jobs, routes, repeat customers, field notes, proof photos, estimates, and invoices from one client record.

Frequently asked questions

Is this a full field-service CRM or just lead capture?
Full ops flow: Your Page and Leads, clients, estimates, schedule, work orders, invoices, Route Planner, photo reports, units/site albums, client portal, customer messaging, and Local. Starter includes CRM to start.
Where do form submissions go?
Get quote and contact forms on your FWDLink page land in Leads with a pipeline stage. You reply and move the lead from the same place.
How do estimates connect to the lead?
Open a lead, save as client, then Create estimate — customer name, email, phone, and notes prefilled from the message. The lead stage updates to Quoted.
Can I attach video or a FWDLink to an estimate or invoice?
Yes. Pull photos, video, audio, and files from the client’s album, or attach a live FWDLink so they reopen the same gallery as you add more. Video plays on the public invoice or estimate; a FWDLink opens the live album. Stills and PDFs can embed on the PDF — other types link out as View online.
Where do I see payment fees?
CRM online payment fees depend on your plan. Current fees are listed on Plans.
What about review requests?
When review requests are enabled in your workspace settings, FWDLink can automatically ask for a review after an invoice is paid — you control whether it is on.
What about Route Planner?
Work orders and Schedule run in CRM. Add Route Planner when your team needs stop ordering for full multi-stop field days.
Can I send job updates to customers?
Yes. Customers get updates around appointments, invoices, technician visits, and next stops from the same client file.
Is there a client portal?
Yes. Invite customers from their CRM record so they can open invoices and shared files in one place.
How do unit and site records work?
Search by number or place, update status, keep service history, and attach photos and notes to the record your office and field team share.

FWDLink

Organize all your content. Share it with one link.

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