Customer Management
Know your customers, grow your business
Keep all customer information, job history, and communication in one place. Build lasting relationships.
Key Benefits
Complete customer profiles with contact info
Full job history for every customer
Service reminders for recurring work
Notes and photos attached to records
Equipment tracking by customer
Communication history (calls, texts, emails)
How Contractors Use Customer Management
Service History Lookup
Technicians see complete job history before arriving. Know what was done before.
Maintenance Reminders
Automatically remind customers when service is due. Fill your schedule with repeat business.
Equipment Tracking
Track what equipment is installed at each property. Know serial numbers, warranty dates, and maintenance history.
Frequently Asked Questions
Can I import my existing customer list?
Yes! Import from CSV, Excel, or directly from other software like QuickBooks, Jobber, or Housecall Pro.
Can technicians access customer info in the field?
Absolutely. The mobile app shows complete customer profiles, including past jobs, notes, and equipment.
How do service reminders work?
Set up rules like "remind 11 months after AC tune-up." Customers get automatic reminders to book again.
Related Features
Ready to Try Customer Management?
Start your free 1-month trial. No credit card required.