Manage Customers
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Are you still struggling to keep track of customer service history on the go?
Field Promax’s customer management app turns your tablet into a powerhouse. Instantly access client info, streamline scheduling, and boost sales with our user-friendly customer management field services solution.
Empower Customers 24/7
Clients hate waiting to schedule services.
Our customer management app lets them create and modify work orders anytime, enhancing overall customer management.
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Customer Profile at a glance
Customer information is often scattered across emails, spreadsheets, and different systems, making it hard to get a complete picture quickly.
Access all customer information in one place including order history, estimates, notes, documents, PMIs, and payments for faster and more informed decision-making.
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Our platform includes these powerful features to enhance your customer relationships:
Remind Your Customers Through Text Message
Missed appointments are a costly affair. Remind your customers a day or an hour before the scheduled appointment. This ensures that both your customers and field technicians are in sync.
All Documents at Your Fingertips
Access all customer documents from your mobile for improved on-site service.
Let Customers Know You're On the Way
With one click, technicians can tap In Route to notify customers they are on the way.
Customer Notes
Info gets lost between different technicians. Automated notes in keep everyone informed and aligned.
Service Request
Allow customers to submit service requests directly through your website so you never miss an opportunity, even when you're unavailable.
Customer Balances
See customer balances synced from QuickBooks so you know where things stand before creating a work order.