How to add new customers to Fieldmotion

• Recent Articles

• How to export customer data from Fieldmotion

  Please follow the below step by step guide to export data from the customer module Step 1 Go to 1. Settings 2. Customer Settings 3. Enter an export password (Passwords are case sensitive) 4. Reconfirm it in the field to the right Please note that ...

• Android 13 Update - What app users need to do

  New Fieldmotion app update avaliable for Android devices An updated version of the Fieldmotion App is avaliable to download on the Google Play Store. Your app user may have auto-updates turned off, so it is important that they check if an update is ...

• New Log in URL

  From Wednesday 28th June 2023, to log in to Fieldmotion, please enter the following into your web browser login.fieldmotion.com If you have saved Fieldmotion previously as a bookmark, please delete this bookmark, and once logged in via the new URL, ...

• How to Clear the app's cached data on an Android Device

  When safe to do so, ie you do not have any partially completed jobs in your job list, and you do not have any items in the upload queue Step 1. Please log out of the Fieldmotion app. Step 2. Click on the Settings icon on your Android Device Step 3. ...

• Important information if you are planning to Sync Xero and Fieldmotion

  The Customer section in Xero is divided into Three groups. 1. Customers - These would be customers whom you have raised invoices for previously in Xero. 2. Contacts - These would traditionally be refered to as leads, information for those contacts ...

• Related Articles

• How to create your own custom questions in the CRM

  Thank you for your enquiry You can create your own custom questions within the Fieldmotion customer module to enhance the information relating to your client. Please click on the link below to review the tutorial video. https://youtu.be/phS33hzhEgI ...

• How to Import your customers into Fieldmotion

  Thank you for your Inquiry. Please review the tutorial video in the below link which will guide you through the process of populating the customer template and using the import mapping tool to allow you to import your customers into Fieldmotion. ...

• How to Merge customers in Fieldmotion

  Thank you for your Inquiry. Please find in the link below a tutorial to show you how to merge customers on Fieldmotion. https://youtu.be/ZHdKUpfRzCQ Please note that you will have to create a merge password first When you initially run the merge ...

• How to create Jobs and Recurrences on Fieldmotion, and add attendees

  Thank you for your Inquiry. On the tutorial video in the link below, we show you how to create jobs in Fieldmotion, how to create a recurrence for that job and also how to add attendees to a job https://youtu.be/ztdRTGk86f4 Best regards Support Team

• Customer portal set-up - an illustrated guide.

  Thank you for your inquiry. To set-up a portal for your client please review either the instructions below or the short tutorial video. Many thanks Support Department NEW FIELDMOTION CUSTOMER PORTAL  Go to : https://fieldmotion.com/customer-portal/ ...