mfr - field service management + Teamleader Focus

Create service locations in mfr - field service management from new contacts in Teamleader Focus

Effortlessly manage your contacts and service locations with this Teamleader Focus and mfr - field service management integration. Whenever a new contact is added in Teamleader Focus, a corresponding service location will be created in mfr, ensuring all relevant information is organized and easily accessible. Save time and streamline your processes with this seamless workflow.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Location (Service Location)
Create a location (service location) with a contact. This is an important job information for the technician.
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- First name
- Last nameRequired
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom Fields
- Marketing mails consent
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
New Customer
Triggers when new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Customer NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest IdRequired
Action
Search

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company nameRequired
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom Fields
- Marketing Mails Consent
Action
Write
- TitleRequired
- Summary
- Customer TypeRequired
- Customer IdRequired
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated Closing Date
- Custom Fields
Action
Write
- IdRequired
Action
Search
- Appointment Type
Trigger
Instant
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New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request StateRequired
Trigger
Instant
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- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search