Excavation CRM Built to Simplify Client Relations

A CRM That Takes the Heavy Lifting Out of Client Management

Take away the grind of handling excavation and construction clients manually. FieldCamp’s AI-based CRM streamlines your workflow, automating everything from job scheduling and client updates to follow-ups and service requests. Say goodbye to digging through paperwork or juggling endless tasks—just complete focus on delivering top-notch excavation and construction services with ease and precision.

Excavation Pros Rely on FieldCamp for a Reason

Client Data Quick-Fix

Easily manage and update client records with Handy’s AI-powered CRM. From inputting site-specific details to recording client preferences or safety requirements, FieldCamp’s automated updates keep all vital information within reach.

Smart Schedule Manager

No more juggling excavation schedules or worrying about double bookings. Provide Handy with the project date, client name, and site location, and it’ll log every detail into Google Calendar. This hassle-free scheduling ensures efficient equipment deployment and minimizes conflicts.

Built-In Email Assistant

Client communication is critical for excavation projects, and Handy simplifies the process by consolidating it in one place. Handy can read, respond, and even record critical details from client emails.

Customized Client Filtering System

Easily organize clients by project scope, whether residential sites, industrial properties, or municipal contracts. This smart filing system lets you prioritize jobs based on requirements, track client relationships, and tailor communications for different types of projects, streamlining client management and enhancing service quality.

Why Do Excavation Companies Love FieldCamp?

Automated Customer Handling with Ease

Streamline the way you handle client information with Handy’s intuitive commands. Need to update a profile, add a new site, or archive an old project? Handy takes care of it instantly, eliminating manual data entry. Focus on the excavation work that matters, while Handy keeps your client records organized and ready.

Let’s Check the Glimpse of Automated CRM for Excavation

  • Quick Client Data Insights

    Access client histories, site details, and project timelines in moments. With just a quick command—even if you’re unsure of specifics—Handy finds the details you need, keeping your excavation operations efficient and on schedule.

  • Custom Data Points

    Add specific fields specific to excavation projects, such as equipment lists, safety protocols, or soil conditions. This way you can tailor each profile with the information that’s critical to your work, ensuring you’re always prepared for any job requirement.

  • Export On Demand

    Stay organized with customizable data export options. Handy lets you download excavation client data in CSV or Excel formats, allowing you to track project progress, analyze records, and store data offline.

  • Seamless Data Search

    Locate the information you need in seconds with Handy’s universal search. Begin typing, and Handy’s predictive search instantly narrows down client records, project histories, and key details.

Quick Service Scheduling

With Handy, schedule excavation and garage door projects with precision. Set dates for site preparation, equipment delivery, and job milestones—all synced with Google Calendar. Just provide the day, project site, and key specifications, and Handy organizes your day, helping you plan each excavation and garage door installation phase effectively.

Stay Ahead of Every Task

Handy’s reminders keep you updated on every phase, ensuring timelines are met.

Instant Calendar Coordination

Access your schedules anytime, keeping your excavation team coordinated.

Hassle-Free Daily Planning

Handy sets your daily agenda based on project priorities, freeing you from manual planning.

Actionable Client Analytics

View excavation-specific analytics to optimize your business. FieldCamp provides insights into job duration, project efficiency, and revenue per project type, enabling you to assess productivity and improve client satisfaction.

In-App Messaging Suite

FieldCamp’s email integration lets you handle all project-related emails without leaving the app. With a simple command, Handy reads, replies to, and organizes emails, ensuring seamless communication with clients, suppliers, and your team. This keeps you informed of any site changes or client requests instantly.

Easy-To-Do Management

Plan each excavation phase with FieldCamp’s dynamic task tools. Whether you’re clearing a site or digging for foundation work, Handy tracks task completion and organizes project notes, ensuring your team stays efficient and focused.

Tailored User Dashboard

Pin important excavation details—such as client contacts, site specs, and equipment lists—on your dashboard. With everything in one place, you can quickly access the information needed to keep your excavation projects on track.