Every customer’s details, in one place.
Contacts, service properties, lead status, notes, and private files in one record, so whoever picks up the phone has the details in front of them.
Service properties
On file
- Internal notesPrefers texts after 5 PM. Pays by check.
- Additional contactMark Thompson · (555) 014-2291
- Private attachmentssite-plan.pdf · before-01.jpg
- Lead sourceReferral from Carol Brooks
Answer the phone prepared.
Open one record for their contacts, addresses, notes, and files, and start a quote from there.
Never lose a lead.
Note where each inquiry came from, and see every open lead in one list.
Remember the details.
Gate codes go in the job’s instructions for the crew, and preferences go in your notes, not in someone’s head.
Leads
From “can you call me back” to booked.
Add new inquiries as leads with their source and status. Send a quote straight from the lead, and when they say yes, mark them active with everything already on file.
- Lead source and status
- Quote straight from the lead
- Nothing retyped when they become a customer
- DWDan WalshAC not cooling · Phone callLead
- HCHarper & Co.Office cleaning · Google searchLead
- LBLinda BakerGutter quote · ReferralLead
- CBCarol Brooks3 buildings · Yard signLead
Properties
One customer, several addresses.
Landlords, property managers, and families with a lake house all have more than one address. Save each one under the customer, and book every job at the right address.
- Up to 50 service properties per customer
- Jobs and visits tied to the right address
- Directions to each address in the phone app
- Note: pays by check, mornings only
- File: site-plan.pdf
- Contact: Mark Thompson
Notes & files
The right notes for the right people.
Keep internal notes for the office, share job instructions with the crew, and attach private files like site plans or before photos to the customer record.
- Internal notes stay with the office
- Job instructions go to the crew
- Private attachments on the customer record
Paid late twice in spring. Send invoices on the day of the visit.
Use the side gate. Don’t mow the wildflower strip by the fence.
How it works
Three steps. No training day.
Add the customer
Enter contact details and service properties, or create a lead when someone first gets in touch.
Do the work
Quote from the record, book the job at the right address, and keep notes and files as you go.
Pick up where you left off
The office opens the record for contacts, notes, and files, and every visit keeps the crew’s notes and photos.
Questions
Customers, answered.
Can a customer have more than one address?
Yes, up to 50, each with a label and an address. Jobs and visits are booked at a specific property, and access notes go in each job’s instructions.
How do leads work?
Create a lead with a source and status when someone first gets in touch. You can quote a lead directly, and when they book, mark them active. Everything you entered stays on their record.
Who can see internal notes?
Owners and office users. Field users see job instructions and the details they need for their assigned visits, not internal customer notes.
Can I import my existing customer list?
There isn’t a bulk importer yet. Many businesses start by adding the customers they’re actively working with and bring the rest over as they go, while keeping their current system running.
Ready when you are
Put your name
on less paperwork.
Start with a few jobs alongside the way you work today. Keep your current software, spreadsheets, or paper running until you’re ready to switch.
14-day free trial. No card needed. If you add one, your selected plan starts billing automatically when the trial ends unless you cancel before then.