FieldInsight

How to copy a site or account customer to a new site or account customer

Create a new site or account customer by copying an existing customer

Some Account customers you deal with have multiple contacts. You can now add them all on to your Account customer record.

Add multiple contacts to an Account customer

Search and export customer lists to send marketing information to

Customer contact lists

Record where your customers heard about your business and track over time to determine what is your best lead generation.

What is the Customer source used for?

A quick and easy way to be in a job booking workflow when creating a new Account customer

What is Account Customer and How to Add a Job using Account Customer

Single place to see the Job/Tech Notes and activity for the Site Customer you can also add atomic notes for the site

View Customer Notes and Activity at a Glance

Natasha Tyrrell

Customer Management

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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