Access any client information you need, anytime, with Handy’s intuitive retrieval. No more digging through records—simply state what you’re looking for, and Handy will fetch it based on your intent.
Let Handy manage your client records effortlessly, so you don’t need to spend valuable hours on data entry and updates. Whether you’re working in paving or fencing, Handy can retrieve critical client details on request—for instance, if you recall a client prefers a privacy fence instead of a picket fence, just ask, “Who prefers a privacy fence?” and Handy will retrieve all relevant information. Exporting records in CSV or Excel format is also available for easier access and utilization.
Access any client information you need, anytime, with Handy’s intuitive retrieval. No more digging through records—simply state what you’re looking for, and Handy will fetch it based on your intent.
Add custom fields tailored to each client’s unique fencing preferences, alongside default options. This flexibility allows you to capture precise details that enhance customer service and project accuracy.
Export client records effortlessly in CSV or Excel format for offline access or sharing with team members and partners.
Even if you’re unsure of exact details, Handy understands your intent and pulls up the relevant information stored within the app, ensuring you have everything you need at your fingertips.
With FieldCamp, an automated CRM software, you can plan important appointments, services, or events well in advance—no manual entry is required. Simply ask Handy to schedule a specific event, and it will be done according to your preferences and requirements. Just provide the necessary details for precise scheduling. Plus, you won’t need to remember exact dates, times, or locations; just ask Handy, “What’s the plan for the day?” and it will walk you through your schedule.
FieldCamp integrates seamlessly with Google Calendar, so even when your fencing contractor is outside the app, he can access and manage scheduled events on Google Calendar—keeping your day organized and accessible.
With FieldCamp’s cloud-based storage, all your scheduled appointments, events, and client information are securely stored, eliminating the risk of data loss. Access your information anytime, from anywhere, without worrying about losing important details.
Never miss an important meeting or service. Just ask Handy to schedule or remind you or your potential customers of upcoming events, and it’s all taken care of (via emails)—keeping your day running smoothly.
FieldCamp provides essential insights tailored to the fencing company, giving you a comprehensive view of client engagement and project success. Instantly track lead progress, from initial inquiries to finalized installations, and analyze how many clients return for additional work, like fence repairs, upgrades, or seasonal maintenance. View key metrics such as project completion rates, material costs, and profitability by job type, helping you pinpoint where your fence company excels and where adjustments can drive growth in your sales pipeline.
FieldCamp’s Inbox brings all your fencing-related client communications into one platform. With direct Gmail integration, you don’t need to open another tab, manually sift through emails, or spend extra time replying. Instead, access your entire Gmail account right within the CRM software, where you can review conversations, attach project files, and respond to client inquiries effortlessly. Just ask Handy to draft and send an email on your behalf—saving you time and keeping communication organized. This way, you can manage client messages alongside daily activities without any disruptions or delays.
FieldCamp’s To-Do List helps you organize your day with all task details scheduled and ready to go. Plan site surveys, installations, maintenance jobs, and more—all in one place. Add specific details to each task and set automated reminders to ensure nothing slips through the cracks.
With FieldCamp’s customizable dashboard, fence contractor can create a personalized workspace by pinning essential fencing project details. Keep critical information—like project timelines, client contacts, material orders, and inventory levels—right at the fingertips.