Mobile CRM
With FieldEdge’s powerful mobile app, your techs can complete more jobs in a day by eliminating the need to call in to the office or search for the information they need to provide great service
Personalized Service
Give White Glove Service
- Keep track of the “little things” that matter to a customer, from gate codes to pet names, all from your mobile device
- See the full customer work order history so you can provide great customer service no matter which technician shows up
- Whether you’re in the office or in the field you can easily add information to the customer notes to make them feel known and appreciated
Custom Forms
Get The Job Done The Right Way
- Give technicians the step-by-step guidance with custom forms that detail how each service should be carried out
- Use custom forms to document the diagnostics and health of equipment so you have a detailed history if problems arise
- Stay flexible by having seasonal diagnostics forms encourage in-depth inspections before equipment usage is ramped up
Equipment History
Full Equipment History at Your Fingertips
- With full equipment history tied to your customers, techs can see all the work they’ve performed before, during, or after a job
- No more calling into the office and searching through old records. Create links for each piece of equipment with crucial information like spec sheets, warranty dates, and previous work performed
- Equipment history enables techs to easily review equipment condition with customers and make recommendations based on facts instead of guesses
Work Order History
Pick Up Where You Left Off
- Easily update and review all the work that you’ve performed for your customers right from your mobile device
- Quickly identify pain points in customer’s equipment
- No more calling into the office and waiting to see what you’ve done and what you should be looking for on the job
Less Hassle, More Control
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