Our searchable customer database makes it easy to maintain up-to-date customer details and includes information on sites and serviceable equipment. We provide customizations to ensure your customer database fits the reality of your business.
Gain quick access to any customer's record. Each record allows you to launch a variety of common tasks (create job, add site/equipment, open job lists, etc).
The customer detail screen shows you everything: customer geocoding, job history, sites, equipment, invoices, quotations and projects.
Provide your customers with a handy portal where they can view reports and entire job history. Customers can also create jobs from this portal.
Use tags to organize your clients. These tags can be used to filter many displays in Synchroteam (Schedule, map, job lists, etc.)
We understand that all businesses are different, which is why Synchroteam allows you to define custom fields for everything in your customer database.
It’s easy to import your existing customer database into Synchroteam. We’ll even take care of geocoding the addresses so they’re ready for field service dispatching.