Remember everything about every customer.
Open a customer and see every job, invoice and note in one place, plus the details your trade needs: the dog's name, the truck, or the furnace in the basement.
How it works
Step 1: Customers are made for you
A new quote, job or booking creates the customer record if they are new.
Step 2: Keep what matters
Pets, vehicles or equipment on site, with notes, models and dates.
Step 3: Find them fast
Search, filter by tag, and see who has not booked in a while.
Step 4: Take your data with you
Export your customers, invoices and more any time.
What you get
- A full history of jobs, quotes, invoices and payments for every customer.
- The right kind of record for your trade: pets for pet care, vehicles for detailing, equipment on site for repair trades.
- Tags so you can group customers your way.
- Duplicates are flagged, and you can merge them.
- Export your data to a spreadsheet file whenever you want it.
Questions people ask
Can I take my customer list with me if I leave?
Yes. You can export your data from Settings at any time.
Can I cancel any time?
Yes. You cancel yourself in the app. No phone call. You keep access until the end of the period you paid for.
Who can see my customers?
Only you and the people you invite to your account.
More: Your booking page, Visit reports, Reports
MyFieldBooks is a BLACKROADZ™ product.