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MANAGE CUSTOMERS

Customer Portal

Provide your high impact customers with direct access to our customer portal. Give them the flexibility to create and edit their own work orders ensuring timeliness, accuracy and above all, customer satisfaction.

Customer History and Notes

Historical customer data provides for better customer interactions and analysis. Understand your customer history within minutes and serve them better. Leverage historical customer information to upsell.

Manage Customers

Enhance customer experience with Field Promax. Give them more autonomy and convenience to make their journey with you a memorable one.
Manage Customer
  • Customer Portal

    Provide your high impact customers with direct access to our customer portal. Give them the flexibility to create and edit their own work orders ensuring timeliness, accuracy and above all customer satisfaction.

  • Customer History and Notes

    Historical customer data provides for better customer interactions and analysis. Understand your customer history within minutes and serve them better. Leverage historical customer information to upsell.

Manage Customers

A satisfied customer base is essential for the future of any service company. Companies that have good relations with their clients benefit through positive testimonials and recommendations from their clients. Field Promax is well aware of the importance of customer management for any business, and has therefore, designed a specific client management software for small businesses.
Frequently Asked Questions.

Field Promax is a powerful platform that streamlines your entire service business operations. Using Field Promax’s software and mobile app, you can schedule and dispatch jobs, create estimates, manage recurring jobs, monitor  your crew with time keeping and GPS tracking, spend less time invoicing, and manage customers. With Field Promax, daily operations are conducted with efficiency and accuracy.

Field Promax is used by a multitude of industries.  Leading the charge are HVAC, Home security services, Electrical services, Landscaping services, Pest control services, Garage door services, IT services, and more.  View our website www.fieldpromax.com to get a complete listing of all the industries we serve.

Yes, we call it “hand-holding for on-boarding.” It means we are here to lend a helping hand to guide you to become a part of our family. Field Promax is easy to use instead of other products in the market. Since it’s a challenge to adapt to new software, we have gone miles out of our reach to ensure that our customers are accustomed to the software in the first attempt itself. The mobile app is so efficient that it will take only 10 minutes to set up and start working.

With Field Promax, you can manage and run your field service business from the field or the office. This option allows you to manage emergency calls, reschedule technicians, or assign available ones. Field Promax gives you a clear view of all the scheduled orders and technicians, making it easier to make changes in the schedules in case of emergencies.

Field Promax is a cloud-based software that runs on desktop and mobile apps. The software requires an internet connection to function. However, it does not consume so much data.

It’s simple! Once you open the Field Promax website, click on Login at the right corner of the page. You can then click on Sign in if you don’t have an account.

Don’t worry. Since all your business data and files are uploaded and secured in the cloud, you can retrieve it all. If your devices crash or get lost, you can still access your documents through the cloud.