Missed calls and enquiries.
New requests come in while you're working on site, leaving customer details buried in messages and potential jobs going to someone else.
Build stronger customer relationships
Keep customer details, properties, work history, quotes and payments together, so you can pick up where you left off and make the most of every opportunity.
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Why managing customers gets complicated
Quotes left without follow-up.
Preparing estimates takes time, but busy days can make it difficult to remember which customers need chasing.
Details lost between visits.
Site details, access arrangements and customer agreements get scattered across calls and messages, making it harder to prepare.
Keep every customer detail together
Manage contact and billing details, see recent activity and check what each customer has paid or still owes.
Manage all your customer work
Keep projects, visits and properties connected to each customer, so you can see what's happening and what's been completed.
Find every customer record easily
Access quotes, invoices, notes, files and certificates in one place, with a complete history of your work together.