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Video guide · 4 steps

👥 Customers

Everyone you have worked for, with their jobs, quotes, invoices and what they owe.

Customers are saved automatically whenever you book a job or create an invoice
1/4Customers are saved automatically whenever you book a job or create an invoice.

Customers: step by step

  1. Customers are saved automatically whenever you book a job or create an invoice.
  2. Open a customer to see their jobs, quotes, invoices and what they still owe.
  3. Customer page gives you a private link with all their quotes and invoices, ready to text or email.
  4. Already have a list? Import it from Excel, Google Sheets or your phone contacts.

Read the full documentation → · Try FieldGene free →

More video guides

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🚀 Getting startedA tour of FieldGene: the menu, your day, and how a job flows from booking to paid.6 steps · about 1 min
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✨ Gene AI assistantBook, reschedule, invoice and record expenses by typing or talking.4 steps · about 1 min
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📅 Schedule & booking a jobBook a job in under a minute and see your week without double bookings.5 steps · about 1 min
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🧰 JobsEvery job in one list: status, team, and Done to create the invoice.4 steps · about 1 min
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📝 Quotes & customer approvalGood, Better, Best quotes that customers approve online.4 steps · about 1 min
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🧾 Invoices & paymentsCreate, send and get paid, by card or any other way.4 steps · about 1 min
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🌐 Online booking pageCustomers pick a service and a free time themselves.4 steps · about 1 min
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👤 Customer accountsCustomers sign in with their email to see visits, approve quotes and pay.4 steps · about 1 min
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💰 Money, reports & taxWhat you really made, and your sales-tax report.3 steps · about 1 min
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📦 InventoryParts and materials, counted for you.3 steps · about 1 min
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👷 Team & dispatchAssign jobs to technicians; their phone buzzes straight away.3 steps · about 1 min
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💳 Plans & billingYour free trial, plans, limits and how to upgrade.4 steps · about 1 min