Know your customer without digging through old notes.
Keep each customer’s calls, visits, photos, and bills in one place. Your team can find the story without asking you.
The callback from last spring
She calls back. You already know the house.
An example of what the office sees the moment a repeat customer calls, instead of asking her to start over.
HomeownerYou were out last May for squirrels. Now there’s scratching in the attic again.
Your officeI have your May visit open: the photos, the quote you approved, and the warranty on the work. Let’s get someone out to look.
One customer file
Every property, person and tag in one place.
More than one property
Separate service and billing addresses, and each job tied to the right one.
Everyone involved
Link the homeowner, a tenant or a property manager to the same job, with one primary contact.
Your own fields and tags
Keep the details your team needs. Customer tags stay separate from tags on a past job.
Safety warnings that show up
A safety tag on the customer warns the office and the tech before anyone knocks.
Real screens
Open a customer file yourself.
Tap the highlighted spot, or use Next.Step 1 of 3
Kept clean
Duplicates merged, complaints tracked to the visit.
- Open related quotes, invoices, payments, reports, and warranties.
- Keep internal files private and choose which documents appear in the customer portal.
- Review possible duplicate contacts and merge records when they belong to the same person.
- Track a customer complaint against the exact visit it is about until it is resolved.
Part of Customers & Jobs
The file every other screen reads from.
Calls, quotes, jobs and invoices all attach to the same customer, so nobody keeps a second list.
Comes in from
Calls & messages
Every call, text, email, and chat is filed on the customer it belongs to.
Comes in from
Leads & booking
A web form, online booking, or new caller becomes a customer record without retyping.
What happens here
Customer Records
- 1Customers, properties & contacts
- 2Messages, history & next steps
- 3Billing, files & account access
Same customer, same job, same record.