Every customer gets one record: their sites, calls, texts, estimates, jobs, photos, and invoices. Leads move through a simple pipeline, and happy customers get invited to say so on Google.
Sample data shown. Your account starts clean.
New lead, quoted, won, scheduled. Simple stages, so nothing falls through the cracks between the call and the job.
Open a customer and see every job, photo, estimate, invoice, and conversation you've ever had with them.
Send and receive customer texts from the business, not somebody's personal phone. The whole thread stays on the record.
After a job wraps, invite the customer to share their experience. Happy customers get pointed to Google.
Call customers right from their record, with the job in front of you.
No. It's customers, a simple pipeline, and history. If you've used a contact list, you can use this.
When a job closes, the customer gets a short note asking how it went, with an easy path to leave a Google review. Unhappy feedback comes to you first so you can fix it.
You control who sees what. Crews can get just what they need for the job while the office sees the full record.
See how customers & sales fits your trade: