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Manage Customers

Seamless communication with your customers

Field Promax empowers your business to provide high-quality customer service with our easy, powerful, and efficient customer portal. Save, organize, and manage all your customer databases on a single platform.

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Customer History and Notes

Customer Portal

Customer Portal

Empower your clientele with seamless access to our customer portal, offering them the autonomy to effortlessly create and modify their work orders. Prioritize timeliness, precision, and, above all, elevate customer satisfaction through this intuitive and user-centric feature.

Customer History

Customer History

Unlock the power of historical customer data for enhanced interactions and insightful analysis. Gain a comprehensive understanding of your customer’s history within minutes, enabling you to elevate service delivery. Seamlessly leverage historical customer information to identify upselling opportunities and enhance overall customer satisfaction.

Customer History and Notes
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Customer Notes

Customer Notes

It is important for your Technicians to understand what work was done in the past.  Work resolutions are automatically posted to the customer profile so that regardless of which Technician worked with the customer in the past, these notes are accessible in our mobile app.

Customer History and Notes
Customer History and Notes

Text Reminder

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 your customer and your Technicians are in sync.

Organized

Manage all Your Customer’s Documents in One Place.

Upload contracts, schematics or drawings to your customer’s profile. When a work order is created, these documents are automatically attached to the work order for your techs to use in the mobile app.

Customer History and Notes
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