Field Service CRM Software
– Built for SMBs and Enterprises
Your customer relationship management tools help keep track of your customer’s contact information, service history and billing details – which are all critical all aspects of your company. From sales to customer service – having the right information on hand when you need it is a primary factor in business growth and customer satisfaction. Setting yourself apart from the competition by adopting a reliable Mobile CRM app for the field service industry will bring a new level of service and efficiency to you and your customers. Fieldwork brings you the best cloud based CRM systems built specifically for field service companies, such as notes, file attachments, email reminders, and an online customer portal to improve the efficiency of your customer relations management.
Fieldwork Delivers the CRM Tools & Solutions You Need
Do you have your customer data sitting in spreadsheets and basic contact managers? Fieldwork can bring all of this data and more into a single Customer Dashboard one place to organize your customer data. With the Fieldwork CRM software, you will gain complete insight to everything happening with each customer. Keep a complete history of notes, upload file attachments for images, service contracts, site plans or anything you may want to reference in the future.
The Fieldwork CRM also provides a Customer Portal option with your own branded URL and login page. The Customer Portal makes it easy for your customers to manage their accounts, pay invoices online with a credit card, or view service history records and future schedules. All credit card payments are accepted through your Stripe or PayPal accounts and setting up the Customer Portal only requires a few minutes.
Service Contract Management System
Gain insights and manage your service contracts with ease. Fieldwork provides contract management solutions for everything from quoting directly from your CRM, Autofill for quick insertion of company data in PDF’s – to Digital Signatures and Alerts for Auto Renewal Reports for billing or monthly statements. A contract management software like this has never been easier and as flexible for small businesses or enterprise scaled companies!
Out of the box our customer database is simple and easy to use. If you want you can extend it with your custom defined fields so that you can track information specific to your business. Utilize our custom fields to track things like allergies, pets, birthdays, etc. Any new fields you create can be used for building customized reports.
Work Order Management
Fieldwork offers templates within the CRM with features to simplify the entire work order management process. Gain an overview and insights with the new Work Pool list and maps view – a highly evolved work order system which delivers. Every feature is available through the web dashboard and mobile apps, including invoicing, recurring billing frequency, tracking, commissions, and accounts receivables.
Engage Your Customers
By engaging with your customer via email reminders, automated report delivery and online payment you not only display a level of professionalism but you create a strong lasting relationship based on communication and trust. In addition everything sent to your customer is branded with your logo and business colors further solidifying your brand in the mind of your customers.