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Customer Management for Multi-Site and Multi-Contact Accounts
FieldPulse’s Multi-Location Management feature makes it easy to track and manage customers with multiple service locations. Whether you’re working with property managers, franchises, or businesses with multiple sites, FieldPulse keeps everything organized so you can efficiently schedule jobs, track service history, and improve customer relationships.
All Locations Under One Roof
Easily manage customers with multiple service locations from a single profile, ensuring accurate service history and simplified job tracking.
Assign Multiple Contacts
Store and manage multiple contacts for a customer, ensuring the right person is always linked to the right job.
Manage Multi-Site Accounts
FieldPulse simplifies scheduling for customers with multiple locations, ensuring that jobs are assigned to the correct site every time.
Consolidated Customer Records
- Multiple Locations Per Customer : Store and access multiple addresses for each customer.
- Simplified Service History: Keep a complete record of all jobs performed at each location.
- Eliminate Duplicate Entries : Manage all service sites from one centralized customer profile.

Multiple Contacts In One Customer Account
- Assign Contacts to Specific Locations: Link the correct contact to each service site.
- Easily Switch Between Contacts: Select the appropriate contact when scheduling jobs or sending invoices.
- Improve Customer Relationships: Maintain clear, organized communication with large clients.

Seamless Scheduling for Multi-Site Customers
- Location-Based Job Assignment: Select the correct site when creating new jobs.
- Auto-Updated Contact Information : Ensure job details are sent to the right person.
- Accurate Invoicing & Service Tracking : Keep financials and job records aligned for each service location.

