👤 Customer accounts

Customers sign in with their email to see visits, approve quotes and pay.

▶Play · 4 steps

1/4Each business has a customer account page. Customers type their email, with no password to remember.

▶⏮⏭

Customer accounts: step by step

1. Each business has a customer account page. Customers type their email, with no password to remember.
2. They get a one-time sign-in link by email, and their phone stays signed in for sixty days.
3. They see their upcoming visits, quotes to review and what they owe.
4. And they can book again, ask for a quote or call you. Updating their phone or address sends you an alert.

Read the full documentation → · Try FieldGene free →

More video guides

▶

🚀 Getting startedA tour of FieldGene: the menu, your day, and how a job flows from booking to paid.6 steps · about 1 min

▶

✨ Gene AI assistantBook, reschedule, invoice and record expenses by typing or talking.4 steps · about 1 min

▶

📅 Schedule & booking a jobBook a job in under a minute and see your week without double bookings.5 steps · about 1 min

▶

🧰 JobsEvery job in one list: status, team, and Done to create the invoice.4 steps · about 1 min

▶

👥 CustomersEveryone you have worked for, with their jobs, quotes, invoices and what they owe.4 steps · about 1 min

▶

📝 Quotes & customer approvalGood, Better, Best quotes that customers approve online.4 steps · about 1 min

▶

🧾 Invoices & paymentsCreate, send and get paid, by card or any other way.4 steps · about 1 min

▶

🌐 Online booking pageCustomers pick a service and a free time themselves.4 steps · about 1 min

▶

💰 Money, reports & taxWhat you really made, and your sales-tax report.3 steps · about 1 min

▶

📦 InventoryParts and materials, counted for you.3 steps · about 1 min

▶

👷 Team & dispatchAssign jobs to technicians; their phone buzzes straight away.3 steps · about 1 min

▶

💳 Plans & billingYour free trial, plans, limits and how to upgrade.4 steps · about 1 min