Multi-Location & Multi-Contact Customers
For some customer records, you may need to add additional contacts and/or additional locations under the same record. To do so, begin by creating a new…
Customer Portal
Our Customer Portal gives your customers the power to view all of their jobs, estimates, invoices and payments. This allows your customers to review their…
Custom Sales Pipeline
FieldPulse’s Custom Sales Pipeline is a tool that helps you manage your customers and stay organized throughout the entire sales process. Customize your…
Price Tiers
FieldPulse’s Price Tiers offer a flexible way to manage customer-specific pricing by automatically applying markups or discounts based on customer…
Creating a Customer
FieldPulse offers a simple Customer Relationship Management system that makes storing and finding related customer information easy. You can create and…
Merging Duplicate Customer Records
Merge duplicate customers without losing key details in FieldPulse! Begin by navigating to the customer record of a customer you’d like to merge and…
Creating Related Customers
If you have one customer with multiple locations that you service, you can set the customer up as a Parent Customer and set up their various locations as…
Custom Tags for Customers
You can create custom tags for your customers to organize and segment your customers into lists. For example, if you have customers who you do HVAC work…
Custom Fields on Customer Records
You can create custom fields for your customer records to store and display any data you wish. With the ability to set the order of your custom fields and…
Customer Statuses
FieldPulse offers a simple method of tracking the lifecycle of a customer as they move through different stages. A single field on the customer profile…
Tracking Lead Sources
A lead source is how a lead initially hears about a business. Tracking lead sources is essential as it allows businesses to better measure, plan, and…