Keeping track of important customer details can make or break service quality. In FieldCamp, adding personalized notes to client profiles is easy and ensures your team always has the information they need. The video above explains two simple methods—using a command or via the Clients tab. Here’s how both methods work:
Method 1: Add a Customer Note Using Command
FieldCamp’s command feature is the quickest way to attach notes directly to customer profiles:
- Click on the Command option.
- Type your note request, such as “Add a customer note for John Eric: use backyard door.”
- The command will update the system and show confirmation (e.g., “Customer note ‘use backyard door’ has been saved successfully”).
- Your note is now attached to the client’s record instantly.
This method is perfect when you want to quickly jot down instructions during a call or task update.
Method 2: Add a Customer Note via the Clients Tab
For a more detailed approach, use the Clients tab:
- Open the Clients tab to see your list of clients.
- Select the specific client (e.g., John Eric).
- Look for the Notes section in the client’s profile.
- Enter your note (such as “use backyard door”) and update.
- The client record will be refreshed with the new note.
This way, you can manage all client details efficiently, ensuring updates are always easy to find.
Why Are Customer Notes Useful?
- Improve service: Technicians see important preferences (like which entry to use or special requirements).
- Enhance communication: Team members can reference notes to personalize every customer visit.
- Increase accuracy: Notes help prevent misunderstandings and ensure every job runs smoothly.
Final Thoughts
With FieldCamp, adding customer notes is quick—whether you use the command feature for speed or the Clients tab for detail. Make field service smoother and more professional by keeping all important client details right where you need them.
Try adding your next customer note using either method and see the difference in your everyday workflow!