Service Calls
The Customer Snapshot Screen provides a one-screen, tabbed file for instant access to all individual customer data. From here, you can easily manage vast amounts of customer information including company name, address, phone numbers, multiple service locations, credit information, tax codes, labor rates and trip charges, unlimited contact information and more.
Of course! With FieldOne, you can predefine problem codes and create a check list for all possible solutions. This way, when a customer calls with a problem, your receptionist can try to solve the problem over the phone. Everyone wins.
FieldOne analyzes work orders by Service Type and by how much revenue they generated over any given period of time so you can keep track of where you’re making the most money.
With FieldOne, you can easily set up different markups and parts pricing, labor pricing and different pay types for each customer/work order.
Sure. You can set up a trip charge on each job site, and each time you send a technician, the customer will be billed that charge.
To make it easy for you, we included it as part of FieldOne's powerful Labor Rate feature.