Customer Communication and Collaboration
Streamline customer interactions tracking customer activity, notes, and communications keeping all information organized and accessible within FieldHub. Empower your customers with a self-service portal where they can access project updates, view and pay invoices, submit service requests, and communicate with your team, enhancing transparency and improving overall satisfaction.
Capture Data Once
Enter customer information as a lead, and FieldHub will automatically use that data throughout the entire customer lifecycle. From generating proposals and tracking interactions to creating central station accounts, your team will never have to manually re-enter customer data, saving time and ensuring accuracy at every stage.
Comprehensive Customer Management
FieldHub® places customer management at the core of your business. From lead creation and management, contact management, marketing list creation and tracking, to proposal creation and more, FieldHub® addresses all aspects of customer relationship management with seamless integration into your work order management and accounting systems.
360-Degree View of Prospects and Customers
Access a comprehensive view of each customer, including lifetime revenue, current recurring monthly revenue (RMR), active work, and their pipeline of opportunities, all in one place.
Accounts, Sites, and Systems
FieldHub is built specifically for the security, fire, and low voltage business, making it easy to track every aspect of a customer and their history. Sites and systems can be transferred from the builder account to the customer account, maintaining all history of work done and systems installed.
Reporting and Analytics
Gain valuable insights into your customer relationships and sales performance with FieldHub's reporting and analytics. Monitor key metrics, identify trends, and make data-driven decisions to optimize your customer relationship management strategy. "Turn-key" and custom dashboards can be used for meetings and displayed on public monitors in your office to showcase key indicators and process status.
