Table of Contents
Customer management is the foundation of successful field service operations. This section covers creating customer accounts with complete information, documenting installed systems and assets for service history tracking, and establishing service plans for recurring maintenance. Proper customer management ensures personalized service delivery, accurate billing, proactive maintenance, and long-term customer relationships.
Understanding Customer Management in FieldAx #
Customer Management Framework #
The complete customer management system includes:
Customer Accounts
- Business information and contacts
- Service locations and addresses
- Billing and payment terms
- Service history and preferences
- Communication logs
Installed Systems/Assets
- Equipment inventory at customer sites
- Installation dates and warranties
- Service requirements and history
- Performance tracking
- Replacement planning
Service Plans
- Preventive maintenance schedules
- Service level agreements
- Contract terms and pricing
- Automatic job generation
- Renewal management
Benefits of Comprehensive Customer Management #
Operational Excellence
- Complete customer visibility
- Proactive service scheduling
- Efficient route planning
- Accurate service history
Customer Satisfaction
- Personalized service
- Preventive maintenance
- Reduced equipment downtime
- Professional communication
Business Growth
- Contract renewals
- Upselling opportunities
- Customer retention
- Referral generation
