Technician-Driven Sales lets field service technicians create and track sales opportunities directly from their mobile app while on-site, capturing upsell, cross-sell, and replacement opportunities at the moment they're identified, not hours later in a post-visit report.

Technicians can log opportunities based on what they observe and hear during a service call. Those opportunities are immediately visible to sales teams for follow-up, replacing manual handoffs and the revenue that typically falls through the gap between field and office.

Built into the mobile experience technicians already use, opportunity creation adds no separate workflow or tool. Just a direct path from on-site observation to tracked pipeline.

- Enable technicians to create sales opportunities directly from the agent mobile app while on site, without switching tools or disrupting service work.
- Allow technicians to record relevant details, observations, and customer needs at the point of service, ensuring opportunities are created with accurate context.
- Provide technicians and back‑office teams visibility into the status of field‑generated opportunities, supporting follow‑up and coordination with sales teams.
- Automatically route technician‑created opportunities into existing sales processes, reducing manual handoffs and delays.
- Integrate opportunity creation into the mobile experience technicians already use, minimizing additional effort and training.