Customer 360
Everything about Customer in one view
Access comprehensive customer details at a glance with our user-friendly interface, facilitating efficient and informed business decisions.
No credit card required.
Customer 360
Equipment Overview
Access detailed information about your installed equipment, including the location of installation, installation date, and the on-site technician responsible for the installation.
Contacts Overview
Retrieve details about the designated contact person for the customer, including their roles and responsibilities, and communicate with them promptly.
AMC Overview
Locate the Annual Maintenance Contract (AMC) details for your equipment and schedule necessary tasks. Save significant time by quickly identifying equipment covered under a contract.
Activity Overview
Review all emails and document the interactions your team has had with the customer in the past.
Jobs Overview
Retrieve information on all previous jobs completed by your team for the customer. Easily access the work history to enhance the turnaround time of your support team and provide prompt assistance to the customer.
Invoice Overview
Find all previous invoices associated with the customer and respond to their inquiry.
Track Site Locations
Monitor all customer work locations to schedule jobs and arrange the movement of stock inventory required for the completion of the work.
360-Degree Customer View
Effortless Contact Interaction
Engage seamlessly with your contacts through integrated email functionality. Track and manage all communication activities effortlessly, ensuring a complete history for enhanced customer relationship management.
Empowered Customer Support
Equip your customer support agents with a wealth of information right at their fingertips. FieldAx ensures that your agents have instant access to comprehensive customer details, enabling them to provide efficient and personalized support.
Seamless Dispatch from Customer Support
FieldAx takes customer support to the next level by enabling dispatch actions directly from the customer page. Your support team can efficiently coordinate with technicians, ensuring swift responses and resolutions for customer needs
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