Every customer and every site, with the work that goes with them.
A customer has sites, each with its own address, access notes and contact. Open a customer to see their sites on a map, their recurring jobs and annual value, past and upcoming visits, and the people you deal with.
Why it matters
The same customer is spelled three ways across the phone list, the spreadsheet and the accounting file, and nobody knows the gate code at the second location.
In practice
- A window cleaning company. A property manager has eleven buildings. Each is a site with its own gate code and on-site contact, and the customer page shows all of them on one map.
- An HVAC company. A call comes in from a number already on file. Phone entry fills in the customer and offers their three sites, so the office picks the right address in one click.
How it works
Bring customers in
From QuickBooks, from the job spreadsheet, or one at a time.
Add their sites
Address, pin on the map, access notes and a site contact.
Attach the work
Recurring jobs and visits belong to a site, so history stays with the place.
Find them anywhere
Calls and emails are matched to the customer by phone or email.
Key features
Sites on a map
Every location for a customer, pinned, with its own contact and notes.
Jobs and annual value
Active recurring jobs, proposed work and hours per year, per customer.
Callers matched
A phone call, email or website request is matched to the customer; new callers become leads.
Contacts
The people at each customer, with the visits they asked for.
Merge duplicates
Two records for one customer become one, with sites and history kept.
Prices for the office only
Technicians see the site and the scope, not the price.
Common questions
Do customers get a login?
No. Customers request service from your website, the chat, email or the phone, and follow a visit with a private tracking link.
Can we import our customer list?
Yes, from QuickBooks Online or QuickBooks Desktop. See QuickBooks import.
Can one customer have many locations?
Yes. Add as many sites as they have, each with its own contact and notes.