Fieldwire×Customer Records

Fieldwire Doesn't Fix Your Customer Records Problem

Fieldwire keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.

How Customer Records Actually Works With Fieldwire

The Real Scenario

Repeated diagnostic work is done because techs can't see past service records on site. Binders and legacy customer notes sit in office filing cabinets.

What Fieldwire Does Well

Fieldwire is a solid project management platform. It handles:

  • +Project scheduling and milestones
  • +Document management and RFIs
  • +Subcontractor coordination
  • +Budget tracking and change orders

Where Fieldwire Falls Short

But when it comes to customer records, Fieldwire leaves a gap:

  • No native dispatch board for service technicians
  • No inventory tracking for service trucks
  • Lacks timesheet calculation rules for payroll

Signs You Have a Customer Records Problem (Even With Fieldwire)

  • !Can't find past work orders for a customer
  • !New tech doesn't know the site's quirks
  • !Equipment service history is in a filing cabinet

The Cost of Leaving This Gap Open

Without accessible history, you lose upsell opportunities and repeat the same diagnostic work — costing $200–$500/incident.

Fieldwire Can't Fix This Because:

Fieldwire keeps billing data but lacks an accessible site-specific equipment history database for technicians in the field.

Fieldwire is a project management tool — it wasn't built to solve customer records problems at the field level. That's what we build.

How We Fix Customer Records — Without Replacing Fieldwire

1

Map the Gap

We study exactly where customer records happens in your operation with Fieldwire — the paper, the re-entry, the handoffs.

2

Build the Bridge

A working prototype that captures field data and eliminates the customer records gap — integrated with Fieldwire, not replacing it.

3

Prove It Free

Test the prototype on a real job. If it doesn't eliminate the customer records problem, you don't pay.

Keep Fieldwire. Eliminate Customer Records.

Tell us about your customer records problem with Fieldwire and we'll build you a working solution — no commitment, no credit card.

No spam. No credit card. Just a prototype that works.

Fieldwire: Customer Records | RestoTracker