Every customer, every detail, one tap away
Full job history, property notes, invoices, and photos for every customer. Your whole team sees the same information.
Your entire customer base. Always with you.
Every detail, every history, every note — accessible to your whole team on any job.
Every job, invoice, payment, and photo in one place. Pull up any customer and see their full history instantly.
Record gate codes, equipment details, and access instructions. Your crew walks in prepared every time.
Upload customers from a spreadsheet or straight from your phone contacts. FieldFlow flags duplicates automatically.
Find any customer by name, address, or phone number in seconds. No more digging through spreadsheets.
See every open job, outstanding invoice, and payment for any customer at a glance. Know exactly where things stand.
Attach photos to any customer or job. Before-and-after shots, equipment labels, site conditions — all on file.
Add notes that any team member can access on-site. No more calling the office to ask about a customer's preferences.
Customer management as a
7:00 AM — A repeat customer calls.
"Hi, this is Karen Johnson — you fixed my AC last summer." You search her name. In two seconds: the water heater you replaced in August, the invoice, and the note — "Small dog, use side gate, thermostat is in the hallway." You sound like you remember every detail.
8:30 AM — You arrive at a new customer's house.
You add property notes: "Tankless water heater in garage. Main shutoff behind washing machine. Crawl space access in master closet." Every tech who visits this house will see these notes before they knock.
10:00 AM — You search for an old job.
A customer calls about a toilet you installed six months ago. Search their name, tap their profile, scroll the history. Model number, photos, invoice. You answer without putting them on hold.
12:30 PM — You import customers.
You upload the CSV from your old spreadsheet. 150 customers land in your database in 10 minutes. FieldFlow flags four duplicates by phone number. Done.
3:00 PM — Your tech needs a gate code.
He's at a commercial property. Opens the customer profile — "Gate code: 7742. Check in at front desk. Ask for Mike." Through the gate in 30 seconds without calling you.
5:30 PM — You review your customer base.
340 customers. Every one has a full history. When any of them call next year, you'll know exactly who they are.
One price. Everything included.
$39/month
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