Customer Management Software
FieldTrack’s searchable customer database makes it easier to maintain up-to-date customer details and it easily adopts with any business model. It organizes Customer information efficiently and allows you to view anything about any customer on one page.
Full Client Information
Your Customers are the most important asset for your business. Upload, store and view Customer information of all your customers with a single click on our Customer Management Software Dashboard. Saves time and allows your sales representatives a quick view of their client information.
Customer Notes
The Customer Notes segment allows you to save any form of communication or notes for any customer for future references. Notes entered here would be complete and more accurate than notes written down on a piece of paper in any office.
Work History
Monitor all your Pending or Completed Jobs through the Scheduler. Check the Status, Sales representative assigned on the job and Work order number of any job related to any Customer by our convenient “Search” on the top. Early follow up and efficient tracking of the customers can help generate new jobs.
Client Search
Stay on the phone with your team and access client information easily. FieldTrack’s powerful “Search” option allows you to find information about a client, about a job, about an invoice or about the status of a job.
Track Sales Effort
Generate Reports for every individual job showing the Status of completion, Date and time of the job and the representative assigned. Allows a quick view on the sales cycle, providing information to tailor marketing and sales efforts.
Customer Import
FieldTrack allows you to easily Import existing Customer database into the system. It also takes care of Geo-coding the addresses so that every time you put the customer’s address, it automatically generates a route on the map and shows the customer’s location.
Other Included Features
Import/Export
FieldTrack lets you easily import or export your existing customer data file to the App and have a one stop location for all your customer contact information
Customer Panel
Get all your customers’ information at one place. Know their work order history to provide them with better services
Product Management
Manage your sales and products’ inventory better with FieldTrack’s product management feature
Invoice Tracking
With invoice tracking, remain updated with your cash and receivables to keep your balance sheet right!
Attendance Management
Monitor your reps’ work hours and attendance daily and improve your reps’ productivity with FieldTrack’s Attendance Management system
Photo Capture
Add photo capture option to your forms and enable your reps take photos of the site of their work order!
