Customers
Keep customer details, notes and history in one place.
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Add and edit customers
Add a customer with their contact details and address, and keep them up to date.
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Customer notes
Keep dated notes on a customer, like what they said on the phone or how to reach the back gate.
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Avoid duplicate customers
How FieldOS warns you before you add the same customer twice.
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What your customer sees
The pages your customers open from your emails and texts, and what they can do on them.
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Label leads and customers
Group your leads and customers your own way, like Commercial or Maintenance plan, and filter by it.