The Customers module is the foundation of FieldPulse. Every job, invoice, estimate, and communication ties back to a customer record.Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Overview
FieldPulse supports both residential and commercial customers with features including:- Multi-location and multi-contact management
- Custom fields and custom tags for organization
- Customer portal for self-service
- Automated communications and notifications
- Import/export for bulk data management
- Customer merge for deduplication
Articles in This Section
Creating Customers
How to create and manage customer records.
Customer Statuses
Understanding and configuring status types.
Customer Merge
Merging duplicate customer records.
Multi-Location
Managing customers with multiple locations.
Custom Fields
Adding custom data fields to customer records.
Custom Tags
Organizing customers with tags.
Import & Export
Bulk importing and exporting customer data.
Communications
Customer communication features and settings.