Create a detailed customer profile with asset specific warranty and AMC details, Access communication details, View complete history of Jobs, Quotes and Invoices all information organized in one place.
Create detailed customer profiles with information on contacts, locations, equipment, warranty, and AMC. With Fieldy CRM, understanding and serving your customers has never been more precise or efficient.
Access critical data and information in real-time, ensuring all team members are informed and up-to-date. This feature supports quick decision-making and enhances overall operational efficiency.
Gain a complete overview of services rendered for every service call, down to specific equipment. This feature aids in maintaining a detailed service history, facilitating better client relationship management and managing your business revenue margins.
Generate and share comprehensive job card reports effortlessly post-service completion. This feature not only documents the work done but also adds to transparency and client trust. Elevate your service delivery to unprecedented levels of excellence.
Effortlessly track warranties and renewals for timely maintenance and compliance. Our intuitive software enhances service delivery and customer satisfaction. Automated alerts and comprehensive reports keep you ahead of warranty expirations.
Seamlessly bulk migrate your existing customer data into Fieldy within minutes. This feature simplifies the transition from old systems, ensuring data integrity and accuracy, and reducing manual input every step of the way.