Multi-Site and Multi-Contact Management

FEATURES

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.

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All Locations Under One Roof

Easily manage customers with multiple service locations from a single profile, ensuring accurate service history and simplified job tracking.

Customer relationship management tool for field service companies.

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

Easily track and manage businesses with multiple service locations under a single customer record.

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.

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FieldPulse allows you to manage customers with a portfolio of locations easily.

Multiple Contacts In One Customer Account

Ensure the right contact is always notified for each job with multi-contact management.

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.

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Manage customer accounts with multiple contacts so your team can always get in touch with the right person.

Seamless Scheduling for Multi-Site Customers

Quickly assign jobs to the correct customer site and contact with just a few clicks.

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.

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Easily see records associated with the entire account or with an individual location in FieldPulse.

How much will you grow?

See how FieldPulse can take your business further.

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