Customer Management

All the Customer Information You Need Without the Complexity

Customer Management systems can get complicated, with too many fields that end up getting skipped. Simplify how you store and access customer information with our easy-to-use mobile Customer Relationship Manager (CRM).

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.

Organized

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.

Accessible

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.

User friendly

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.

Integrated

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.

Measurable