Know which customers need attention.
See the customer’s progress from first call to payment. Find work that may need a follow-up before you move on.
Where each customer is
From first call to final payment, for every customer.
- Contacted
- Lead
- Quoted
- Booked
- Completed
- Invoiced
- Paid
The missing next step
The signed quote nobody scheduled.
The places where a customer is waiting on you, gathered in one list.
- Find accepted quotes with no work scheduled.
- Review completed jobs needing an invoice.
- See follow-up quote needs after service-start work and aging customer follow-ups.
Real screens
Follow a customer’s journey.
Tap the highlighted spot, or use Next.Step 1 of 4
Quiet cancellations
Spot the account that’s drifting away.
Health and feedback signals are context for a human follow-up, not a prediction. They point you at the accounts worth a call.
- Review customer health information alongside the work history.
- Use feedback and risk signals to guide a human follow-up.
- Connect actionable issues with Customer Operations rather than creating another disconnected list.
Part of Reports & Insights
Built from the records you already have.
The journey reads leads, quotes, jobs, invoices and payments, and hands problems to Customer Operations.
Comes in from
Billing & payments
Collected revenue, balances, and costs.
Comes in from
Jobs & visits
Work done for every customer, by every technician and company.
What happens here
Customer Follow-Up Needs
- 1Customer journey & history
- 2Gaps that need attention
- 3Health, feedback & retention context
Same customer, same job, same record.