Customer Management on Field Complete
Field Complete allows customer information to be stored, and linked to respective Invoices and Projects. In addition, Customers can have multiple Service Locations linked to a Customer, which themselves have their own profile.
What is Customer?
Within Field Complete, the Customer is the billing party, compared to the Service Location, which is where the job is taking place. While both are equally important, it is important to know the difference when it comes to storing valuable data.
Customer Page
The Customer page is found along the left pane. Once on customer page, all customers are listed for your review. Each column header can be used to search customers, and all filters can be reset to the far right. Note: In addition, reporting on customers can be generated, which can also be filtered and sorted as needed. The key difference is the ability to export data from the reporting page.
Customer Profile
By clicking on a Customer, you access their profile. The profile consist of multiple tabs:
Profile
Contact information for Customer, as well as the option to include multiple contacts for a single Customer. Commercial Customers will typically have multiple contacts.
A company name if it applies, in addition to the display name as the header. Note: Customer Display name will be what is shown on the invoice
Custom Fields: From the settings, custom fields can be added to record valuable information that is specific to your business. Custom fields are not shown on invoices or Project information, but are kept in the profile indefinitely.
Property owners, Commercial, and others often request services for various locations. Each location is linked to a Customer, allowing fluid communication and tracking when Customer requests information.
Projects
Every Project linked to your Customer is kept within the Customer profile. In addition to reporting, this tab allows you to see linked Projects, and their finances and status.
Invoice
Similar to Projects, the Invoice tab allows you to monitor all invoices linked to the respective Customer.
History
Keep track of all changes from all users within your company.
