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Keep All Of Your Customers In One Place With FieldRocket

CRM for UK Trades Businesses

Add & edit contacts from any device
A complete job history for each contact
Find customer details in secondsThis is hidden text to push the button down
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Customer management so organised you never even have to think about it

Every single one of your customer contacts in one digital system you can access on any device, anywhere. Already got a database of customer contacts? We’ll import it for you—all you need to do is let us know.
ORGANISED CUSTOMER DATA

A Profile For Every Customer Rather Than Scattered Addresses, Records & More

Keep everything neatly tied together

Every time you create a new job or record in FieldRocket, it’s attached to one of your customers—keeping everything automatically organised.

For both field and office teams

Both admin staff and engineers have access to the same database, keeping everything in the same place and everyone on the same page.

 

Add new contacts with ease

Your FieldRocket contact book follows you at all times. Add a new contact on the web portal or phone app—it all syncs up.

STREAMLINED WORKFLOWS

With FieldRocket, You’re Never Flying Blind

Smarter scheduling

Easy access to customer info ensures the right engineer gets on the job with all the information they need.

Quickly check payment statuses

Can’t remember if a customer has paid? All their past invoices are displayed under their profile.

 

Keep a communication history

Wondering if you sent that email, or whether it even got delivered? Check their communication history to see email send statuses and contents.

PROFESSIONAL SERVICE

Find customer info fast and never lose another number

Forget scrambling for details on the phone

Search for a name, email, address, or phone number and find the right customer in seconds.

100% secure and reliable

Being cloud-based doesn’t just mean you can access your customer database from anywhere—it also means you’ll never misplace a note or delete a file.

 

How does customer management on FieldRocket work?

1. Manage Enquiries

An easy-to-use app for tradespeople to quickly take customer details, create virtual job cards, and build quotes.

2. Schedule Jobs

Our scheduling software will help you keep everything connected. Schedule the right jobs for the right engineer at the right time.

3. Finish The Work

Create, sign, and send professional records & certificates from anywhere.

4. Get Paid

The FieldRocket app allows tradespeople to turn quotes into invoices at the click of a button — and send them on-site.

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All-in-one software for all your business needs

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Try FieldRocket for free—no card details required.

The ultimate certificate & job management software for UK trades businesses. Create and issue customisable certificates and forms from an easy-to-use and intuitive platform.

Grow your business with less paperwork, less hassle, and less work.

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