The whole history
Open the customer and see every job, estimate, invoice, credit, and photo. "What did we do here last time?" is answered before they ask it.
Every customer's jobs, invoices, notes, and photos on one profile, with the access notes on the address. Whoever shows up walks in knowing.
Job history, photos, equipment notes, and the gate code, on the phone of whichever tech is standing on the porch.
Open the customer and see every job, estimate, invoice, credit, and photo. "What did we do here last time?" is answered before they ask it.
Gate code, where to park, where the shutoff is, the furnace model. Whoever gets the job walks in already knowing.
Upload a spreadsheet or pull straight from your phone contacts. FieldFlow flags the duplicates. Your customers are in before lunch.
Name, phone number, or email. Type three letters and the customer is up, with their last job on the screen.
Open jobs, unpaid invoices, and payments per customer at a glance. You know where you stand with every account before you call.
Before, after, the model plate, the crack you found. Attached to the job, filed under the customer, out of your camera roll.
The dog’s name, the room they asked you to skip, the code for the side door. Written once, on every tech’s phone.
Everything included
Your whole customer list and every job under it, for one $19.
No credit card required
"Hi, this is Karen Johnson. You did my water heater." Type her name and it is all there: the water heater you replaced in August, the invoice, and the note. "Small dog, use the side gate, thermostat in the hallway." You ask about the dog.
Add them as you find them: "Tankless in the garage. Main shutoff behind the washer. Crawl space hatch in the master closet." Every tech who comes here after you reads them before they knock.
The customer calls with a question. Search his name, open the profile, scroll the history. Model number, photos, invoice. You answer without putting him on hold.
Upload the CSV at lunch. Ten minutes later every customer is in FieldFlow and four duplicates are flagged by phone number. Sort them out and eat.
He opens the customer profile. "Gate code 7742. Check in at the front desk, ask for Mike." Through the gate in 30 seconds, and your phone never rings.
Every one of them has a full history now. Before you park the truck you open the outstanding invoices and text one reminder. Then you go inside.
$19/month for the whole crew. Every feature included. No contracts, no card to start.
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