Elevate Your Operational Efficiency with Automation
Ensure your installation services are accessible and efficient, even when you’re not on-site. FieldCamp’s advanced CRM for installation is crafted to streamline scheduling, manage customer information, handle follow-ups, and much more, enabling you to maintain continuous support and interaction with your clients without overburdening your administrative staff.
Manage customer information effortlessly with FieldCamp’s AI-powered CRM systems. Whether you need to add, delete, or update client details, our system automates these tasks with simple voice or text commands, ensuring you deliver an optimized customer experience every time.
Plan your installation appointments and important events seamlessly. Input the date and client name, and FieldCamp CRM software will automatically log your appointments in an integrated Google Calendar, making scheduling system management hassle-free and accurate.
FieldCamp lets you to read, respond to, or follow up on emails directly within the platform. Capture key information from client interactions, take detailed notes, and maintain organization across every customer interaction.
Effectively categorize and manage client accounts with FieldCamp’s intelligent filing features, designed to support residential, commercial, or specialized installation services. This organization facilitates tailored service delivery, providing a clearer view of your client base and specific needs, which fosters better customer relationships.
Handling client data has never been easier. Command FieldCamp to add, update, or delete information as needed—eliminating manual data entry. Whether it’s logging a new installation request, updating job details, or archiving completed projects, our CRM system keeps your client profiles meticulously updated and accessible.
Retrieve customer information, service histories, and job details swiftly with FieldCamp. Our system offers immediate data retrieval—even with minimal input—ensuring you always have the necessary information at your fingertips, enhancing lead management and operational readiness.
Adapt your CRM to meet the specific demands of the installation industry. Add custom fields such as project specifications, customer preferences, or required materials, which streamline operations and ensure you capture all pertinent job details.
Export detailed client and project records in user-friendly formats like CSV or Excel, facilitating easy reporting and record-keeping. This capability is crucial for maintaining up-to-date documentation and preparing for future projects or audits.
Locate any client record or project history rapidly with FieldCamp’s powerful search functionality. Start typing, and our CRM will instantly predict and display the relevant data, significantly saving time and enhancing business management efficiency.
Optimize your sales team’s workflow and improve project management by allowing FieldCamp to organize site visits, assign tasks, and coordinate client meetings for HVAC, fencing, flooring, and roofing projects. Specify the date, project address, and special instructions, and everything syncs with your digital calendar, providing a comprehensive overview that ensures every team member is well-prepared and informed.
Prepare for each day with FieldCamp’s automated daily scheduling, based on project timelines and specific requirements.
Monitor installation progress and team locations across all devices, maintaining perfect coordination.
Prevent scheduling conflicts and delays with smart reminders and automated timeline adjustments.
Access comprehensive analytics on client interactions and project performance. FieldCamp’s CRM tools allow you to analyze essential metrics, from lead-to-contract conversions to revenue growth, helping you make informed decisions and identify areas for improvement and expansion.
Communicate directly within the app through FieldCamp’s email integration. Handy reads, writes, and sends emails on command, allowing you to focus on your core installation tasks while staying responsive to client needs and inquiries.
Organize your daily tasks with FieldCamp’s dynamic management tools. Be it anything either new installation or recurring monthy/weekly services, pen it down for effortless work management.
Pin critical information on a single screen. With essential service information at your fingertips, you can manage your installation business more effectively and respond to customer needs instantly.
