FieldPulse offers a simple Customer Relationship Management system that makes storing and finding related customer information easy. Managers can create and edit customer profiles to store detailed customer information, notes, and related records such as jobs, estimates, invoices, and files. A customer profile is required in order to create a job record or an invoice for a customer.
To track the lifecycle of a customer, FieldPulse allows you to indicate whether a customer is a current customer, lead, opportunity, or lost customer.
Customers can be created in different ways, but the most common method is via the ‘Customers’ page from the menu by clicking the ‘Green Action Button’ in the upper right corner. You can also create customers while creating new jobs or invoices.
To learn how to create a new customer, watch this video, or follow the step by step instructions below.
- Click the ‘Customers’ option from the left hand menu and then click the ‘Green Action Button’ in the upper right corner
2) Fill out the necessary customer information and click ‘Save’ to store the new customer profile
Selecting the account type of ‘Company’ will use the customer’s ‘Company Name’ as the display name throughout the application and invoices.
You can add a tag to categorize the customer. This is found at the bottom of the form.
You can type in a custom tag to add a new tag into the system.
You can also select from a previously used tag in the tags list.
Once you have tagged the customer appropriately, click 'Save'.
3) Once the customer profile has been created, you can view the customer profile and hover over the Green Action Button to perform actions to the customer profile
From the customer profile, you can add notes/comments, attach files, create jobs, and create estimates/invoices for the customer. You can also add custom forms or initiate a customer communication.
Congratulations! You just added a new customer. If you need any help setting up new customers please contact us: email@example.com
Next up: Managing Projects