Fieldster Integration
Connect Smarter Launch to Fieldster to keep your customer records and proposals in sync automatically — no duplicate data entry, and every proposal delivered straight to your customer's Fieldster profile.
Proposals delivered. Status reflected.
The Fieldster integration keeps your proposal workflow and your CRM in sync — customer records and documents flow automatically, with proposal status reflected directly on every Fieldster file.
Two-Way Customer Sync
New customers push from Smarter Launch to Fieldster automatically. Smart matching checks by email and address before creating records. Residential and commercial accounts are identified automatically based on account type.
Proposal & Document Delivery
Proposal PDFs attach to the matching customer record in Fieldster on send or acceptance. Documents are marked signed or unsigned based on proposal status — your Fieldster records always reflect exactly where things stand.
Customer Search & Linking
Search your Fieldster customer base from Smarter Launch by customer number, name, email, phone, or address. Link proposals to existing records without creating duplicates.
Team & Location Import
Import your Fieldster service centers as company locations and bring your team across in one step, with Smarter Launch accounts created and assigned to the correct locations automatically.
Set up once. Runs forever.
Connect your Fieldster account
Enter your Fieldster API credentials in Smarter Launch integration settings. The connection is verified instantly.
Import service centers and team
Pull your Fieldster service centers as company locations and import team members in one click, with accounts created automatically.
Configure sync rules
Choose when customers push to Fieldster — on creation, on proposal acceptance, or both. Set document delivery preferences once.
Send proposals as normal
Your team works in Smarter Launch. Customer records and PDFs flow to Fieldster without any extra steps.
Status reflected automatically
PDFs are marked signed or unsigned in Fieldster as proposals progress — no manual updates needed.
What flows where.
From
Smarter Launch → Fieldster
- New customers pushed automatically
- Optional: push only on proposal acceptance
- Smart matching by email and address before creating records
- Residential and commercial accounts identified automatically
- Proposal PDFs attached on send or acceptance
- Documents marked signed or unsigned based on proposal status
From
Fieldster → Smarter Launch
- Fieldster service centers imported as company locations
- Team members imported and assigned to locations
- Records stay current as changes are made in Fieldster
Stop entering the same data twice.
- No duplicate records — smart matching links to existing Fieldster customers before creating new ones
- Proposals delivered where your team works — PDFs land directly on the customer's Fieldster profile, automatically marked as signed or unsigned
- Only real customers enter your CRM — tie customer creation to proposal acceptance so unqualified leads stay out
- Your team, connected from day one — import staff and service centers from Fieldster in one step
Fieldster
Field Service Management
Fieldster is a field service management platform for pest control and home services companies. The Smarter Launch integration connects your proposal workflow to the CRM your team relies on every day.
Sync Configuration
- Push customers on creation, acceptance, or both
- Residential and commercial accounts identified automatically
- Attach proposal PDFs on send, acceptance, or both
- Documents marked signed or unsigned automatically
- Search and link by customer number, name, email, phone, or address
Already using Fieldster?
See the two-way sync in action — we'll walk through setup and show you exactly how customer records and proposals flow between both platforms.
Related Resources
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