Customer management
Every customer, all in one place
Keep contacts, addresses, notes and history together, so anyone on your team can pick up where someone else left off.
No credit card required
Jane Cooper
42 Maple Ave
One record per customer
People and businesses, with several contacts, billing and service addresses, and notes your team can see.
- Import from a spreadsheet
- Search by name, email or phone
- Tax-exempt customers
Jane Cooper
42 Maple Ave
Their whole history
See every booking, quote and invoice for a customer, and what they owe, on one screen.
- Upcoming and past jobs
- Open quotes
- Unpaid invoices
A portal for your customers
Customers log in to see their bookings, accept quotes and download invoices, so fewer calls and emails come your way.
- Book and reschedule
- Accept quotes
- Invoice history
Today
3 jobs
9:00
Faucet install
11:30
Drain repair
15:00
Boiler service
Customer management: common questions
Can I bring my existing customers?
Yes. Upload a CSV file from your spreadsheet or old software and match the columns.
Who on my team can see customers?
Everyone can see and add customers. Managers and above can change and remove them.
Ready to run your business in one place?
Start your free 30-day trial today. Every feature included.
Start free trialNo credit card required