Clients
- Add a client Add a client by hand on the web or the phone. Only a first name is required; add contact details, an address, tags and notes as you go.
- Client addresses and notes Give a client more than one address, keep access notes like gate codes on each, and write client notes. See which of these your crew and subcontractors can see.
- Duplicate clients How FieldFlow spots a client you may already have, what your choices are when it asks, and how to merge two client records into one.
- Import your clients Bring an existing client list into FieldFlow from a spreadsheet (CSV), your phone's contacts or QuickBooks, and see what comes across and how duplicates are handled.