Customers & Jobs

Customer Management

Central capture and maintenance of all customer data, addresses, and contact history.

Customer management or CRM (Customer Relationship Management) in field service encompasses the systematic capture of all relevant customer data. This includes contact information, contact persons, job history, installed equipment, and special notes. Good customer management enables personalized service and efficient dispatch.

In Practice

ManoPlan shows your technicians the complete customer history - previous jobs, installed equipment, special notes.

Benefits with ManoPlan

Complete customer history
Quick information access
Better service
Professional impression

Related Terms

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