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Customer Management

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.

Customer Portal

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.

Service Requests

Streamline Service Requests

Phone requests waste time and cause errors. 

Our online portal integrates with the customer management system for efficient service delivery.
Customer History and Notes

Customer History

Instant Customer History Access

Techs miss upsell chances by forgetting customer history. 

Access full customer management data on-the-go for better service and increased revenue.
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Customer Notes

Keep All Techs in the Loop

Info gets lost between different technicians.

Automated notes in our customer appointment manager pro keep everyone informed and aligned.

Slash No-Show Rates

Slash No-Show Rates

Missed appointments drain profits. 

Send auto-reminders via our customer management system to reduce costly no-shows.

Organized

All Docs at Your Fingertips

Techs arrive without crucial customer files. 

Access all customer management documents from your mobile for improved on-site service.
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 both your customers and field technicians are in sync.