Without any customers, you’re just a person with a set of garage door repair tools.
Your clientele is the most important aspect of your business, so choosing a CRM that helps you manage them is vital.
FieldPulse offers a user-friendly client management system that allows you to track the following in one place:
- Customer information
- Appointments
- Invoices & payments
- Associated jobs
- Communication history
Adding new customers is as easy as a few clicks (and takes just a few seconds).
Here’s an example client card (to help paint a picture).
Within each card, you can easily access the following information:
- Name
- Status
- Account type
- Assigned user
- Lead source
- Email & phone
- Tags & notes
- Attachments
- Custom fields
FieldPulse makes it easy to navigate each card, eliminating any barrier to entry for beginners.
Plus, the field service management platform offers a handy duplicate checker on each card (to ensure your data is always accurate).
The client dashboard (shown below) is fully customizable, allowing you to tailor the garage door service CRM to your specific needs.
The bottom line: FieldPulse offers some of the best client management in the biz.
It’s customizable, easy to use, and offers unlimited contacts right out of the gate!
