Field Promax

Adding & Managing Customers

Learn how to create customer records, manage contact details, and keep your customer list organized in FieldPromax.

Before you start:

How to Access

Navigate to Customers in the left sidebar. The customer list displays all your customers with their display name, contact person, address, phone number, and email.

Creating a New Customer

  1. Click the Create Customer button at the top of the Customers page, or use the Create Customer option in the left sidebar.
  2. Enter the Display Name in the required field. This is the primary identifier for the customer throughout the system.
  3. Fill in the First Name, Last Name, and Email fields in the basic information row.
  4. Add the Company Name, Phone, and Mobile number in the next row.
  5. Enter the Billing Address including street, city, state, and ZIP code.
  6. For the Service Address, either check Same as Billing or enter a separate service location.
  7. Add any Comments about the customer in the comments field.
  8. Check Receives Text Messages if the customer opts in to SMS notifications.
  9. Click Create to save the new customer record.

Result: The customer appears in your customer list and is available when creating work orders, estimates, and invoices.

Billing Address vs. Service Address

Each customer has two address sections. The Billing Address is used for invoicing and accounting integrations. The Service Address is the location where work is performed and appears on dispatched work orders and the map view. If the customer's billing and service locations are the same, check Same as Billing to copy the address automatically.

Editing a Customer

  1. Navigate to the customer detail page by clicking on the customer name in the list.
  2. Click Actions → Edit Customer.
  3. Update any fields as needed. Note that the Display Name is read-only in edit mode to preserve consistency across linked records.
  4. Click Update to save your changes.

Searching and Filtering Customers

Use the Search bar at the top of the customer list to find customers by name, email, phone, or address. Type your search term and press Enter or click the search icon. The list updates to show matching results. Click the X icon to clear the search and return to the full list. You can also sort columns by clicking the column header and use the built-in grid filtering for more advanced queries.

Importing Customers from QuickBooks

If you have connected QuickBooks Online or QuickBooks Desktop, your customer records sync automatically. New customers created in QuickBooks appear in FieldPromax after synchronization, and customers created in FieldPromax can be pushed to QuickBooks when you send work orders or invoices. See QuickBooks Online or QuickBooks Desktop for setup instructions.

Tip: Always fill in the service address when creating a customer. This saves time later because the address auto-populates when you create work orders for that customer.

Next Steps