Client Manager (CRM)
A CRM built for field service — centralize customer records, communication, contracts and job history so your teams deliver consistent, repeatable service.
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Overview
Fieldified Client Manager centralizes customer records, job history, communications and payment data — so field teams and office staff have the full context to win repeat business and deliver consistent service.
👥 Unified Client Profiles
Store contact details, property notes, service history, invoices and contracts in one searchable record — accessible to office and mobile teams.
📚 Job & Interaction Timeline
See a chronological timeline of jobs, messages, payments and attachments per client so every interaction has context.
🔎 Custom Fields & Tags
Track property types, equipment, access notes, and custom attributes to filter clients and segment outreach.
✉️ Built-in Communication
Send SMS, email or automated reminders from the client record. Log messages and templates to maintain consistent outreach.
🧾 Contract & Recurring Management
Attach service contracts, schedule recurring jobs, and link to recurring invoices for subscription-style billing.
📱 Client Portal
Allow customers to view upcoming visits, approve quotes, pay invoices and update card details via a simple self-service portal.
Key Benefits
Single source of truth for all customer activity and billing
Faster resolutions with technician notes and photo history at hand
Higher retention through automated follow-ups and contract renewals
Personalized upsells using tags, service history and custom fields
Reduce admin with templates, saved replies and bulk messaging
Improve collections with direct payment links from client records
Better commercial client management with multi-site accounts
Securely store payment tokens for recurring charges (PCI compliant)
How It Works
Create or Import Clients
Add clients manually, import CSVs or migrate data from other CRMs. Map custom fields and tags during import for seamless onboarding.
Attach Jobs & Documents
Link jobs, signed checklists, photos and contracts directly to the client profile so everything stays together.
Communicate & Automate
Send SMS/email from the client record, schedule automated reminders, follow-ups and review requests using templates.
Manage Recurring Accounts
Convert clients to recurring contracts, schedule maintenance visits, and automate billing or renewals.
Segment & Target
Use tags, service history and custom filters to segment customers for targeted promotions and retention campaigns.
Integrate & Sync
Sync client data to accounting, marketing and messaging tools to keep systems aligned and reduce manual entry.
Deliver VIP service at scale
Fieldified CRM gives teams the client history and tools they need to reduce churn, increase LTV, and streamline operations.
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Use Cases
🏠 Residential Accounts
Track every homeowner’s property notes, past services, and preferred time windows to improve first-visit accuracy and retention.
🏢 Commercial & Multi-site Clients
Manage large accounts with multiple sites, central billing, and site-specific contacts — keep contracts and SLAs visible to teams.
🔄 Contract Renewals
Automatically notify clients of expiring contracts, propose renewals with pre-filled quotes and convert with a single click.
📣 Targeted Promotions
Filter clients by service type or tag and run seasonal campaigns with templated messages to boost off-season revenue.
🧾 Dispute Resolution
Resolve billing or quality disputes quickly using timestamped job histories, photos and signed checklists attached to the client record.
Integrations
QuickBooks
Xero
Stripe
Gmail
Google Calendar
Zapier
Need a custom CRM integration?
We regularly expand our integrations. Contact us to request a specific connector or to set up a custom sync for your stack.
Request an integration →Frequently Asked Questions
❓ Can I migrate existing customers into Fieldified CRM?
Yes. We support CSV imports and offer migration help for common CRMs. During import you can map fields, tags and custom attributes to preserve your data structure.
🔒 How is client payment information stored?
Fieldified uses tokenization via supported processors (Stripe/Square). Card data is never stored on our servers in plain form and we follow PCI-compliant best practices.
📲 Can mobile technicians view full client history?
Absolutely. The mobile app surfaces client notes, past job photos, checklists and invoices so technicians arrive prepared and can update records in real time.
🔁 Can I automate follow-ups and review requests?
Yes. Use templates and automation rules to send post-job follow-ups, payment reminders and review requests based on job completion or invoice status.
📊 What reporting is available for client management?
You get client lifetime value, churn, retention by service, AR per client, contract renewal forecasts and segment performance — exportable for deeper analysis.
Need more help?
Our team can assist with CRM setup, segmentation strategy and migration support.
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