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Client management for field service businesses

Stop chasing paper notes and old texts and pull up client history in seconds. Store every client's contact info, job history, and notes safely in one place.

Get started - it's free

No sales calls, no mandatory demo, self-setup in 5 minutes

FieldVibe client list and a client's job history on desktop, next to the client's profile on a phone

Trusted by thousands of service professionals

Rated 4.8 on the App Store (412 ratings) · 4.7 on Google Play (315 ratings)

Good for keeping track of clients and mapping out day. automates alot for you.
Jesse Schermerhorn5 out of 5 starsGoogle Play
Contractor thinking with his hand on his chin, surrounded by note, history and message icons

If client history lives in old texts, sticky notes, or your memory, you'll waste time re-asking questions you should already know the answer to. FieldVibe stores every client's contact info, notes, and job history in one place, ready the moment you need it.

Full job history, always available

Every past visit, photo, note, quote, and message for a client lives in the client details view. Nothing buried in old texts or paper files.

Client profile on a phone listing past jobs, with a quote PDF attached

Fast bulk and CSV client importing

Import your client list without manual data entry. Use bulk phone contact import on the iOS and Android mobile apps, or upload a CSV file on the web app.

Client import results on a phone next to a CSV file

How would a plumber use the client management features

Import from contacts screen with clients selected

Import existing contacts

Receiving a call from a repeat client, the plumber taps to import her contact info directly from his phone's address book into FieldVibe.

Client's photos and notes history from past visits

Review past job records

Months later, when called about a new leak, he opens her client profile before stepping out of his truck to check photos and notes from last year's repair.

Services and products list with pipe replacement and pipe parts

Confirm part requirements

Using the stored service history, he identifies the exact pipe sizes installed previously and grabs the correct materials from his truck before knocking on the door.

Add notes screen with a note, attached files and a client signature

Update central records

After finishing the fix, he adds new notes and photos to her permanent online history, keeping all past visits, quotes, and invoices organized under one profile.

Frequently asked questions

Client management software stores client contact details, service history, notes, and photos in one searchable place. Instead of digging through paper files or old text threads, service businesses can pull up a client's full history in seconds, from any device.

No. The FieldVibe free-forever Solo plan includes unlimited client profiles, allowing solo owner-operators to scale their business without hitting any hidden caps.

Phone number, email address, addresses, notes, job history, photos, and signatures.

Yes. Everything is stored securely in the cloud, so you never lose client history if you lose or switch your phone.

Yes. You can view all client photos, technical notes, quotes, invoices, payments, reviews, and text messages in one place, so you can see the full history at a glance.

On the Crews plan, you can use custom permissions to determine exactly what your employees can see and do. You can restrict technicians to only see the client contact details for the specific jobs assigned to them.

Yes. You can import contacts directly from your phone, one at a time, when you need them.

Related features

Work order management

Track jobs from start to finish. Convert quotes, attach photos, collect client signatures, monitor total revenue, and easily export jobs to PDF.

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Completed task, job photo, time tracker, PDF job report and client signature

Review management

Ask for client reviews the moment you finish work. Collect reviews, get feedback, and easily share your top wins on social media.

Learn more →
Five-star client review with a Share button, turned into a branded social post

Keep every client organized, for free

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