Customer database for field services businesses

Running a company in the field service industry requires a great deal of organisation. Booking in jobs, dealing with cancellations and managing customer accounts can be incredibly time-consuming, especially if you don’t have the correct tools to help you. Commusoft stores all your customers’ information in a single database and allows you to manage records efficiently.

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Impress your customers with your efficiency. When you have everything at your fingertips, accessing information is quick and simple.

Present a professional image with an intuitive customer database

Reduce admin tasks

Everything you need is consolidated in your engineering customer database, so you never need to collect the same information twice. This not only reduces time, but impresses customers through your professionalism

All customer communication in one place

Commusoft's CRM software eliminates the paper trail; collating all communication together. General notes, prints, emails, SMS, and phone calls are logged in one area for easy access anytime, anywhere

Managing estate agents and landlords

With the customer/work address relationship you can easily link one or thousands of properties to a single owner letting you keep track of landlords and estate agents

The heart of your business

Without customers, your business wouldn’t exist. With job management software you can make sure that they’re organised and well looked after. By automating your service reminders, you’ll never miss out on a service job again!

Communication preferences

We know that everyone has their own preferences, that’s why you can select which communication method is preferred by each contact. One property can have several contacts and providing you have the details, you can select whether they prefer a letter, phone call, SMS, or email.

Store files against customer accounts

The CRM system provides a single area to store files against a customer and eliminates paperwork. You can attach anything you like to a customer, whether it be a PDF, image, sound file, excel sheet or manual. These files can be uploaded, viewed, and downloaded from the computer or mobile meaning you can access them wherever you are.

View a list of appliances and technical information

Having the right information to hand is always a plus. With a single click you can view all of the appliances against a property and the location of other items such as the carbon monoxide alarm. This not only speeds up your response, but avoids wasting time on a site visit, or long phone calls when booking in a job.

Customer automation

There are many repetitive and time consuming tasks in the field service industry, but they’re essential if you’re going to provide a great customer experience. To save you time, Commusoft can streamline and automate: Job confirmations, estimate reminders, service reminders, and after sales care (to name a few) meaning you can concentrate on the important stuff.

From the Blog