Know your customer before you answer the phone.
Fieldify keeps each customer’s history easy to find, from previous jobs and quotes to invoices, properties and site notes. When they get back in touch, you can quickly see what has happened before without asking them to go through it all again.
- 14-day free trial
- No card required to start
- Install it on your phone, tablet or computer
Customers
Contacts, properties and billing details.
Customers
Contacts, properties and billing details.
Customers
Contacts, properties and billing.
Search customers…- Cariad HughesPenarth · 029 2018 4471
- Fairhurst MotorsCardiff · 029 2018 4402
- Ravi ChauhanBarry · 029 2018 4418
- Waterside ApartmentsCardiff · 029 2018 4433
The record
Customer details when you need them.
Keep contact details, preferred contact method and billing address with each customer record, separate from the property where the work takes place. Whether you need to call, email or send an invoice, the details are ready when you need them.
Northgate Property Group
Finding them
Find anyone from half a detail.
Search from any screen in Fieldify. Part of a name, a phone number, a street, a postcode or a job number is enough, and you get back the customers, jobs, quotes and invoices that match. It is how you answer the phone to someone whose name you half remember.
Search: braithwaite
Getting it down
Find an address instead of typing one.
Start typing a postcode or a street and pick the address from the list. Fieldify fills in the lines, the town and the postcode, and keeps the position of the building so directions take you to the door rather than the middle of the postcode. Every field stays editable, because plenty of real addresses are a new build, a converted flat or a site with no number yet.
Add a property
Save propertyProperties
Manage multiple properties for one customer.
Add as many properties as you need to a single customer, without creating duplicate customer records. Jobs, quotes and invoices are linked to the right property, so each address keeps its own clear history of the work you have carried out.
Properties on this customer
- Flat 2, Carlton CourtKey safe, code with the office
- Flat 7, Carlton CourtTenant on site weekdays
- 48 Wharfebank MillsParking at the rear only
History
A complete history for every customer.
See every job, quote, invoice and reminder connected to a customer whenever you need it. If they call about work you carried out months or even years ago, you can quickly see what was done and pick up the conversation from there.
History
- Invoice #58 part paid£1,200 of £2,34018 Aug
- Job #141 completedEICR, Flat 7 Carlton Court2 Aug
- Quote #88 accepted£2,340.0021 Jul
- Reminder setEICR due July 203114 Jul
Files
Keep important documents easy to find.
Store certificates, plans, agreements and other important files with the customer they belong to. When you need something later, it is there with their record instead of buried in an old email or lost somewhere on your computer.
Files on this customer
| File | Added |
|---|---|
| pdfEICR-CarltonCt-Flat7 | 2 Aug |
| pdfLandlord agreement 2026 | 11 Mar |
| jpgFusebox layout, Wharfebank | 9 Jan |
Connected, not isolated
Every part of Fieldify works together.
Get started
Less admin. More getting things done.
Start your 14-day free trial today. No card required to start.