Customer Management
All the Customer Information You Need Without the Complexity
Organized
Find Everything You Need
Built for residential repair contractors to organize customer records with linked property records, making it easy when a location changes ownership or when a customer owns more than one property.
Accessible
Access and Search Customer Information Anywhere
No matter if you're in your office, the truck, or at the job site, your customer records, photos, documents, and every detail of any job are right at your fingertips. Whether it's a call from your project manager, a current customer, or someone you did work for in the past, you will have all the information you need to have a productive conversation.
User Friendly
No Training Needed
Getting lead information into the system is easy. With Google address checks, duplicate customer warnings, and an easy fill-in-the-blank form, anyone can input lead and customer information while making an excellent first impression. Quickly find all the information you need for any customer, address, or specific job in the sortable list view, by stage in the Project Status pipeline, or by using the search bar.
Integrated
Connect Google and Quickbooks
Keeping your systems clean and up to date has never been easier with integrated Google Calendar scheduling, access to financial information, Quickbooks sync, and more. Connecting tools you already use removes the need for duplicate entry, reducing the risk for errors and saving you valuable time.
Measurable
Track Every Step
Manage your business with visibility into every project's schedule, job costs, notes, bids, job documents, images, invoices, as well as the date and time-stamped history, all-in-one software solution.
