Customer Management
A complete record of every customer — contact info, equipment on file, appointment history, notes, and documents — always up to date and accessible to the whole team.
Why teams choose this
Equipment on file
Track equipment make, model, and install date per customer for faster future service.
Full appointment history
Every past and upcoming appointment appears directly on the customer's profile.
Notes visible to the whole team
Any team member can see notes left by a technician or dispatcher.
Deep links to jobs and invoices
Jump from a customer record straight to any related job or invoice.
How it works in practice
- A technician checks a customer's equipment details before heading to a repair call.
- An office admin reviews a customer's full appointment and payment history before a follow-up call.
Frequently asked questions
Yes, equipment make, model, and service history can be tracked per customer.
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