Know Every Client Inside and Out
Keep all your client information, properties, contacts, and service history in one organized place. FreshFSM gives your office staff and field crews instant access to everything they need to deliver great service.
How It Works
Add Clients & Properties
Create client records with contact details and service addresses. Add multiple properties per client, each with its own address and automatic geocoding.
Organize Contacts
Store multiple contacts per client. Set a primary contact so invoices and appointment confirmations go to the right person.
Track Every Interaction
Every quote, invoice, and job is linked to the client record automatically. Your team always has full context when reviewing a customer's account.
Build Lasting Relationships
Add internal notes to remember client preferences and special requirements. Your team can review past jobs, quotes, and invoices to deliver personalized service.
Key Features
Client Profiles
Every client has a comprehensive profile with contact information, service history, and internal notes. Find any client instantly with search and filtering.
- Store contact info and view service history
- Filter clients by status: lead, active, or archived
- Quick search across your entire client database
Property Management
Track multiple properties per client with individual addresses and automatic geocoding. Perfect for property managers, landlords, and commercial clients with multiple locations.
- Track multiple properties per client
- Store property address with automatic geocoding
- Link jobs and quotes directly to specific properties
Contact Directory
Store multiple contacts for each client. Set a primary contact who receives invoices and appointment confirmations.
- Multiple contacts per client
- Set a primary contact for invoices and notifications
- Store phone, email, and preferred contact method
Notes & Comments
Add internal notes visible only to your team. Track important client preferences, special requirements, and observations in a threaded comment feed with timestamps and author attribution.
- Add internal notes visible only to your team
- Track important client preferences and requirements
- Comment feed with timestamps and author attribution
Service History
See every job, quote, and invoice linked to a client in one place. Anyone on your team can review the full account history and pick up where someone else left off.
- View all jobs, quotes, and invoices for each client
- See job status, invoice balances, and quote approvals at a glance
- Full account context for any team member
Client Import
Import your existing client list from a CSV file. The import tool maps your columns to FreshFSM fields and detects duplicates automatically so you can get started quickly.
- Import clients from CSV with automatic field mapping
- Duplicate detection by email, phone, or name
- Bulk import up to 500 clients at a time
Related Features
Manage Every Job from Start to Finish
Create, track, and manage every job from start to finish. FreshFSM's job management software handles one-off service calls, recurring maintenance, and multi-visit projects.
Learn moreOne Inbox for All Your Business Communications
Stay connected with clients and crews through two-way SMS and a unified inbox. FreshFSM messaging keeps all your business text conversations organized in one place.
Learn moreCapture Every Service Request and Convert to Revenue
Capture, track, and convert incoming service requests into revenue. FreshFSM helps field service businesses manage the complete request-to-quote pipeline.
Learn moreFrequently Asked Questions
Ready to get started?
See how FreshFSM can help streamline your field service operations. Sign up today or book a demo to learn more.