Creating a Customer

How to create customer records in FieldPulse — web and mobile

Customers5 min read·Applies to: Web, iOS, Android

FieldPulse offers a simple Customer Relationship Management system that makes storing and finding related customer information easy. You can create and edit customer profiles to store detailed customer information, notes, and related records such as: Jobs, Estimates, Invoices, and Files. A customer profile is required in order to create a job, estimate or invoice for a customer. To track the lifecycle of a customer, FieldPulse allows you to indicate whether a customer is a current customer, lead, opportunity, or lost customer.

Creating a Customer Profile

Web

Customers can be created in different ways, but the most common method is via the Customers tab in the menu on the left-hand side of your screen. You then click the Create Customer button to begin creating a customer. You can also create customers while creating new jobs, estimates, or invoices.

Begin by completing the general information section of the customer record:

• Status: select and update the status of your customer as your relationship progresses.

• Account Type: select whether your customer is residential or commercial.

• Assigned To: select a team member to assign the customer to.

• Lead Source: select the lead source (if applicable) for this customer. You can always adjust the lead sources in Company Settings. To learn more, see How to Track and Manage Leads.

• Pipeline Status: select and update the status as your relationship progresses. Use the FieldPulse provided pipeline statuses or customize your own in Company Settings. To learn more, see the Custom Sales Pipeline guide.

• Tax Exempt: toggle on or off to ensure tax is appropriately charged on estimates and invoices.

  

Next, include the primary contact details. We highly recommend including both a first and last name, as well as an email and phone number. If your contact has multiple emails and phone numbers, select Alternate Email or Alternate Phone to include them. If your customer has multiple contacts, select Additional Contact to add another contact.

Next, add your customer’s address. Toggle on Use Separate Billing Address if their service address is not the same as their billing address. If your customer has multiple locations, select Additional Location to add another address. You can name your additional locations to keep them organized.

To easily sort your customers, consider using tags. Type a tag in and press enter to save it. To learn more about tags, read the Custom Tags article.

Lastly, the bottom of the record allows space to include notes or files. Like the rest of the customer record, these can be edited at any time. Notes are internal and will not be viewed by your customer.

Once the customer profile has been created, you can select Edit to edit the customer profile or click Actions to perform actions to the customer profile. From the customer profile, you can add notes or comments, attach files, create jobs, create estimates or invoices using the menu at the top of the record.

Video Tutorial

Mobile

There are several ways to create a customer in the mobile app:

1. You can create a customer from the Pulse Dashboard
2. You can create a customer from the Customers tab in the bottom menu
3. You can create a customer from the Full Menu tab

Method 1: From the Pulse Dashboard

To create a new customer from the Pulse Dashboard, select Create Customer or Create New under Recent Customers.

Method 2: From the Customers Tab

To create a new customer from the Customers tab, select Customers from the menu at the bottom of the screen. Then click Create New.

Method 3: From the Full Menu

To create a new customer from the full menu, select Full Menu from the menu at the bottom of the screen and then click Customers.

Then click Create New.

Filling Out the Customer Form

From here, you can begin to fill out the Account Status, Pipeline Status, Account Type, if you’d like to assign this customer to a specific team member, Lead Source and Primary contact information. Once you are finished entering the information, click Save in the top right corner.

Video Tutorial (Mobile)

Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.