<!-- Canonical: https://wildpipe.com/features/customers-jobs -->
<!-- Last reviewed: 2026-08-30 -->

# Customers & Jobs for Pest & Wildlife Control

> One record for every customer, property, and job, from the first call to the last payment.

Customer details, properties, jobs, visits, checklists, and files live in one place. Every call, quote, visit, and payment lands on the same record, so anyone in the office can pick up where someone else left off.

**Part of the operating system:** Run the Office

## What it replaces
- A spreadsheet or old CRM for customer details
- Paper job folders and sticky notes
- Shared drives full of photos and PDFs
- Calling the technician to ask what happened on site

## What changes for you
- **Answer on the first call**: Calls, texts, emails, quotes, visits, and payments sit on the same customer timeline.
- **Nothing typed twice**: A customer’s details flow into the job, the visit, the quote, and the invoice.
- **Complete details from the field**: Checklists ask technicians for exactly what you need, so reports come back complete.
- **Every property kept straight**: Landlords, tenants, and property managers each get the right address and contact.

## How work comes in
- **Calls & messages** — Every call, text, email, and chat is filed on the customer it belongs to. (https://wildpipe.com/features/customer-messaging)
- **Leads & booking** — A web form, online booking, or new caller becomes a customer record without retyping. (https://wildpipe.com/features/website-marketing)

## Where work goes next
- **Dispatch** — Visits go to the dispatch board with the address, notes, and access details. (https://wildpipe.com/features/dispatch-routing)
- **Quotes & invoices** — Quotes and invoices pull in the customer, property, and job details automatically. (https://wildpipe.com/features/sales-quotes)
- **Customer account page** — Customers see their own visits, documents, and invoices. (https://wildpipe.com/features/customer-portal)

## Inside Customers & Jobs
### [Customer Records](https://wildpipe.com/features/crm)
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.
- **Explore inside**: Customers, properties & contacts; Messages, history & next steps; Billing, files & account access

### [Job Management](https://wildpipe.com/features/jobs)
Keep the whole job together. Keep every visit, note, photo, and charge with the job. See what is done and what still needs work.
- **Explore inside**: Multi-visit jobs & crew work; Work phase, equipment & evidence; Quotes, invoices & follow-through

### [Task Checklists](https://wildpipe.com/features/task-workflows)
Get the details you need the first time. Choose what your team must record for each kind of work. Ask for the notes, photos, or forms you need before a visit is marked done.
- **Explore inside**: Required notes, photos & forms; Custom steps & stop reasons; Approval, history & signoff

### [Document Center](https://wildpipe.com/features/document-center)
Find the right file when you need it. Save files with the customer, job, or employee they belong to. Choose which files your customers can see.
- **Explore inside**: One place for work files; Private by default; Files stay with the work

### [Property Details](https://wildpipe.com/features/property-intel)
Know more about the property before you quote. Keep property history, measurements, photos, and reports close to the job. Give your estimator useful details to review.
- **Explore inside**: Available public property details; Your own service history; Evidence for the next visit

## Frequently asked questions
### Can I bring my customer list with me?
Yes. During setup we review what can move from your current software and help bring it into WildPipe.

### Can one customer have several properties?
Yes. Each property keeps its own address, jobs, and history on the same customer.

## Learn more
- [All features](https://wildpipe.com/features)
- [Pricing](https://wildpipe.com/pricing)
- [Contact](https://wildpipe.com/contact)
