Introducing FieldHub
Enhancing operational efficiency
Territory planning and field ops in one view.
FieldHub is built for teams covering client territories. Plan visits, route teams, and update ops while staying connected to the same CRM context your sales team sees.
Discovery → Support stages
Multi-user ticketing
Maps + Calendar
Active tickets
42
Quick completion boosts SLA compliance +18%.
Routes optimized
12 today
Ops scheduled
18 upcoming
Operations
A board built for field work, not just deals.
Toggle board/list views, bring collaborators into the same ticket, and keep context tidy with stage-specific columns plus subtasks that capture every dependency.
Dynamic lifecycle stages
Launch Discovery, Demo, Onboarding, Success, Support, or any custom lifecycle without building new boards.
Multi-user collaboration
Tag teammates into a ticket, co-edit updates, and keep conversations anchored to the operation for full transparency.
Image-ready ticketing
Drop field photos or schematics directly on the record so remote teammates gain instant site context.
Subtasks that finish work
Break complex ops into subtasks, mark progress inline, and unlock quick-complete shortcuts when the last step is done.
Interactive board + list
Switch between board or list layouts, add stages on the fly, and spin up new tickets without modal overload.
Completed column memory
Slide finished work into a dedicated column that preserves history for audits and future playbook reviews.
Ops detail canvas
Field operations software with full context built in.
Open a FieldHub ticket and see assignees, collaborators, comments, subtasks, attachments, and version history side by side. Nothing lives in siloed docs, so compliance and coaching stay effortless.
CRM-aware ops records
Accounts, contacts, deals, and locations stay linked so every ticket carries commercial context.
Collaborators + mentions
Add internal partners, @mention stakeholders, and keep threaded comments beside the work.
Subtasks + checklists
Assign subtask owners, due dates, and completion states without leaving the main record.
Version history + attachments
Review record versions, pin external docs, specs, or map links, and preserve an audit trail.
Map integration
Bring routing into the same FieldHub canvas.
The full map stack moves from SalesHub into FieldHub, so ops planners see deals, accounts, and field tickets in one legend. Routes, ops, and reminders update in real time for dispatch and on-site teammates.
Territory + ops in one layer
Accounts, deals, and field ops live together so coverage stays aligned with revenue goals.
Location association
Every op inherits account coordinates so visit plans line up with real client locations.
Color-coded stage pins
Pin colors mirror stage status so managers can spot coverage gaps at a glance.
Advanced tools
Plan precision routes, flag inactive runs, save templates, and export to PDF, Google Maps, or Apple Maps without losing audit history.
Calendar
Scheduling lives where the work lives.
Field calendar inherits the SalesHub experience so meetings, tasks, and ops stay visible inside one timeline.
- Calendar view now lives in FieldHub—no more bouncing between hubs
- Operations appear alongside meetings and tasks for one merged schedule
- Drag ops, drop follow-up meetings, and track reminders without losing context
08:00
Discovery walkthrough
10:30
Crew sync — Demo site
13:15
Onboarding checklist
Drag ops to new slots, attach reminders, and keep your whole day aligned.
Field activity dashboard
Widgets tuned for operational clarity.
Monitor throughput in real time with widgets that pull context from tickets, calendars, and maps—no extra BI layer required.
Widget
Active Ops
Keep leaders aware without refreshing spreadsheets.
Widget
Closed Ops (Year / Qtr)
Keep leaders aware without refreshing spreadsheets.
Widget
Stage Distribution
Keep leaders aware without refreshing spreadsheets.
Widget
Rep Leaderboard
Keep leaders aware without refreshing spreadsheets.
Widget
Field Ticket Reminders
Keep leaders aware without refreshing spreadsheets.
Widget
Upcoming Ops
Keep leaders aware without refreshing spreadsheets.
Widget
Recent Activity
Keep leaders aware without refreshing spreadsheets.
Bulk onboarding
Spin up FieldHub with guided CSV imports.
Bring legacy spreadsheets straight into Converux. The import wizard maps stages, assignees, accounts, and contacts, runs dedupe checks, and enriches addresses with Google Maps so ops appear on boards and maps immediately.
CSV mapping wizard
Map columns to stages, assignees, accounts, and contacts with validation before import.
Dedupe + placeholder accounts
Catch duplicates automatically and create placeholder accounts when names don't match yet.
Google Maps enrichment
Optional geocoding fills latitude/longitude so imported ops appear on the map instantly.
Control center
Workspace controls that keep FieldHub predictable.
Configure stages, colors, closed states, billing access, and automation toggles directly from Settings. Keep FieldHub limited to the right teams while workspace owners oversee seats and usage.
Stage designer
Drag, rename, recolor, and flag closed stages directly inside Field settings—no code required.
Team-aware automation
Route Discord alerts, respect team roles, and keep every hub sharing the same signals.
Billing + seat controls
Simple seat controls keep FieldHub available to the right teams with predictable billing.
Unlock the power of FieldHub
Efficient, collaborative, audit-ready field operations.
FieldHub combines the ops board, detail canvas, routing map, calendar, dashboards, imports, and workspace controls into one field operations platform. Launch pilots today, migrate data via CSV, and keep leadership visibility tight as new enhancements roll out.
Next steps
Be among the first to experience the future of operational management with FieldHub. Invite your field leaders, run a CSV import, configure stages, and test routing plus dashboard flows together.