FieldQuo

客户

客户档案、设备、评价与转介。

14 篇文章

  1. The Clients listEvery client your company has on file, as a card with their contact details and a count of their quotes and invoices — and the two buttons that add more.
  2. Add a clientThe New Client form field by field — client type, contact details, address, country, language and notes — and the other places a client gets created.
  3. The client recordOne page per client: their contact details and language, quick buttons for a new quote or job, their installed equipment, and every quote, job and invoice they have.
  4. Business clients and their contact personWhat the Company / Contractor client type changes: an office address instead of a job site, a named contact person, and a site address on every job.
  5. Past-client callback rotationEvery week, a short list of your own dormant clients — no job in so many months, a last ticket over so much, in an area — handed to one person to call, with the outcome of each call logged on the client.
  6. Client notesThe free-text notes on a client record: where to write them, where they show up, and who can read them.
  7. Client ticketsWhat your clients raise from their portal — a repair, a warranty claim, a question, a billing query, a date to change, a maintenance visit to book — and how the office answers, assigns and turns them into jobs.
  8. A client's languageThe language on a client record drives every quote, invoice, email, portal page, review request and reminder text they receive — with one rule about documents already written.
  9. Client equipment and warranties FieldQuo 独有Record the furnace, the panel or the cabinets you installed at a client's property with its warranty date and service history — and get a call list of the warranties about to run out.
  10. Client consent and unsubscribesWhich emails carry an unsubscribe link, which do not and why, what happens when a client texts STOP, and where an opt-out is recorded and honoured.
  11. Review requests after a jobSettings → Reviews: your review link, the Ask automatically switch, the When to ask delay, the live queue count — and the exact rules that decide who is asked, once, and who is not.
  12. Testimonials on your websiteReviews on your website, on the Settings → Reviews screen: add reviews one at a time or paste a list, switch on the ones to show, order them, and embed them on a site FieldQuo did not build.
  13. Referrals from clientsFieldQuo has no homeowner referral programme — no client referral link and no reward for a client who sends a neighbour. What exists is Refer & Earn, between contractors, and this article says what to do with a client referral in the meantime.
  14. Duplicate clientsFieldQuo has no merge tool. This is where duplicates come from, what the product already does to avoid them when converting leads and importing past jobs, and how to spot and tidy the ones you have.