CUSTOMERS & LEADS
Customer information,
a few clicks away.
Find contact details, properties, quotes and job history in one organized customer record.
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CUSTOMER RECORDS
Customer details and
job history in one place.
Contacts and properties
Find phone numbers, email addresses and site details. Manage multiple properties under the same customer account.
Job history and documents
Review current and completed jobs, with the scope, site records and supporting documents linked to the work.
Quotes and financial records
Find a previous quote, check an invoice and review the financial details of the customer's jobs.
INQUIRIES & QUOTES
A clear record of
the work being quoted.
Scope and site requirements
Keep the requested work, access requirements and supporting details with the customer and property records.
Quotes in progress
Save inquiries and quotes as drafts while you confirm measurements, material requirements and the proposed scope.
Linked job records
Create a job from the saved inquiry, carrying over the customer, property and requested scope to reduce duplicate entry.
YOUR BUSINESS. YOUR CUSTOMER RECORDS.
Built around the details
that matter to you.
Residential or commercial. One property or several. We set up customer fields and job structure to match how your company works.
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