Leaving recommendations with customers


It’s not unusual that a customer needs to think about a repair or install before proceeding. When a technician is onsite, they may need to leave recommendations with the customer. In FieldEdge it’s easy to leave those recommendations with your customer.

Benefits of leaving recommendations:

  • Customers will have a digital copy of recommendations, rather than just verbal recommendations.
  • Showing recommendations through FieldEdge can increase the chance of the customer opting to purchase your recommendations.
  • Recommendations can be tracked in FieldEdge, giving you a list of potential revenue to be converted into invoices.

Gives you the opportunity to track technician performance and validate what is being recommended.
Consistently leaving recommendations with your customers has the potential to increase your sales and improve the accuracy of your sales reports. Click here to learn how to create recommendations when completing a work order.

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