What does it do?
Here are the main ways to use this integration:
- Sync customer data: Automatically sync customer data from FieldEdge to the platform when a work order is finalized, ensuring your customer information is always current and accessible.
- Automate review requests: Automatically request reviews from customers who recently completed a service. This automation helps you gather valuable feedback, build a strong online reputation, and attract more clients.
- Seamless Customer Communication: Use the platform to communicate effortlessly with your customers. Send job updates, service reminders, and follow-up messages directly from the platform, enhancing the customer experience and keeping clients informed.
How does it work?
To set up your connection with FieldEdge, click on the “Request connection” button. Our support team will work with FieldEdge to get your connection set up within 24-48 business hours. You will receive a notification once the connection is successfully established, and you can disconnect at any time.
Requirements
- A FieldEdge account
Resources
Works With
- Customers: Contacts
