Contact Management

 Site Management Manage Employees

Contact Management

GoServicePro has the ability to associate contacts to sites and track the history of your contacts interactions with your company such as:

  • Phone calls
  • Emails
  • Notes
  • Cases
  • Work Orders
  • Part Orders
  • Service Contracts
  • Opportunities

The entire history is searchable and reportable.  You can set up contact specific notifications and alerts allowing you to treat your customers in a customized and pre-determined manner.


Logging Contact Interactions

Task Managment 2

  • Log notes, phone calls, and emails that take place between you and your contact
  • View past logs to see how best to assist your contact

Sample Contact Screen