Know the customer.
Remember the details.
Give your team one place to find the information behind the relationship. Keep customer contact details, service history, notes, and related work together, so the next conversation starts with context.
Illustrative customer record and activity.
A relationship is more than a phone number.
Make the details your team needs easier to find, update, and carry into the next job.
Keep essential details together.
Store contact information, service addresses, residential or commercial account details, preferred contact methods, and lead sources. Search customer records when a new request comes in.
Follow the full history.
See the jobs, estimates, invoices, and reviews associated with a customer. Notes add the practical context that a list of transactions cannot capture.
Keep the next step clear.
Track customer stages and update records as the relationship develops. Bring existing customer details into new jobs and billing documents to reduce repeated entry.
Build the record as you work.
Start with the essentials.
Add the customer, contact information, service address, and any notes that will help your team prepare.
Link the work.
Create related jobs, estimates, and invoices while keeping the customer record at the center of the workflow.
Pick up with context.
Review the history and add new notes when a customer returns, so important details stay with the relationship.
Keep it useful.
Keep it connected.
Can we manage business and residential customers?
Yes. Customer records support residential and commercial account details, alongside the contact information and service address your team uses.
Can we see past work from the customer record?
Yes. Related jobs, estimates, invoices, reviews, and notes help your team understand the customer's history before starting the next conversation.
How does this connect to scheduling?
Select an existing customer when creating a job. The job stays associated with that customer, keeping its progress and history easy to follow.