Customer management
All your customers in one place, found in seconds
Keep every customer, contact and property together. Built for people who are out working all day, not sat at a computer.
Shown with the demo workspace.
What it helps you do
Web and iPhone. Customers, contacts and properties are cached on the phone, so a gate code opens without signal. More in our guide: Best CRM for lawn care businesses UK.
- Unlimited customers on every plan
- Several properties per customer
- Extra contacts, such as a tenant or property manager
- Access notes and gate codes on each property
More capabilities and examplesRead the lower-frequency details when you need them.
More capabilities
- UK address lookup as you type
- Separate billing address when you need one
- Search from the web or your iPhone
Examples
- Note the side-gate code for a regular customer
- Keep a landlord and their tenant on the same account
- Look up a property address on the way to a job
- Find a customer by name or company in seconds
Explore related features
SchedulingBook visits, set up weekly or fortnightly rounds, and see the whole team on one calendar.InvoicingTurn a quote into a job and a job into an invoice. Record payments and see what is still owed.Job trackingTrack every job from quote to completion, with visit photos and time recorded against the job.