Customers, service locations, and equipment
Keep business-scoped customer records, service locations, and equipment profiles together so your team has context on every visit.
- Store customer-specific name, email, phone, and address details your business uses for service.
- Track multiple service locations per customer and tie equipment to the location—not to a person—so history stays with the property.
- Review job history and service-location history from the customer record.
- Add operational notes your team should see before the next visit.
Platform identity
Customer records in Field Console belong to your business. They are separate from homeowner accounts on Zwivio when a customer also uses Zwivio for other services.
Customer communications
Customer appointment emails, secure appointment pages, and Google review request emails are included with every plan when your Google Business Profile is connected. Customer Text Updates are available as an optional add-on with separate setup and approval. See Appointment pages and email updates for included pages, emails, and the optional Customer Text Updates add-on.
Where to find it: Open /customers for your customer list and location or equipment detail.