With out prospects, you don’t have a lot of a locksmith enterprise.
Fortunately, FieldPulse presents a strong consumer administration answer that will help you maintain observe of buyer data, communication historical past, and job particulars.
Right here’s how a brand new consumer card seems (with some pattern information).
Inside every card, you possibly can simply add and edit the next data:
- Standing
- Assigned consumer
- Account sort
- Lead supply
- Contact information
- Tags & notes
- Attachments
- Customized fields
FieldPulse additionally presents a replica buyer checker inside every card, guaranteeing you don’t by accident create a number of profiles for a similar buyer.
When you’ve added all of your shoppers, you possibly can simply section and seek for them (utilizing varied filters).
Right here’s how the consumer dashboard seems.
You may as well create and ship professional-looking quotes and invoices on to shoppers (whereas on the go).
That is particularly useful for on-site jobs the place it’s essential rapidly present a quote or bill.
The underside line: FieldPulse stands out from the competitors with its consumer administration capabilities, making it a best choice for locksmith companies.
