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See how FieldPulse customer records hold contacts, addresses, and history, and find every guide for creating, organizing, and cleaning up customers. Who uses this: Users with the Create & edit Customers permission. Availability: All regions.

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Overview

A customer record stores account details, contacts, service addresses, tags, notes, files, and any custom fields your business adds. A customer record is required before you can create a job, estimate, or invoice for that customer, and the record collects those related records as they accumulate.

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How it works

  • Create: Add a customer from the Customers tab on web, from the mobile app, or while creating a job, estimate, or invoice.
  • Track status: A status (current customer, lead, opportunity, or lost customer) shows where the customer stands.
  • Add locations and contacts: Keep multiple contacts and service addresses on one record.
  • Organize: Use tags, custom fields, and price tiers to segment customers.
  • Clean up: Merge duplicate records into one.
How-to Set up Details Related features