CUSTOMER PROFILE

Your customer list from QuickBooks is imported into Field Promax through the sync process. 

  • Update any profile right from Field Promax.

  • Along with the most pertinent information like Billing, Shipping address, etc., customer notes are also imported to Field Promax. When a work order is created, these internal Notes are transposed to the comments section on the web and mobile apps.

Customer Information
  • Additionally, you can also create your customer profile right from within Field Promax. It will automatically sync with your QuickBooks too.