Every customer, one record, no sticky notes
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.
Sound familiar?
How TrackOver handles it
A pipeline you'll actually use
New lead, quoted, won, scheduled. Simple stages, so nothing falls through the cracks between the call and the job.
The whole history in one place
Open a customer and see every job, photo, estimate, invoice, and conversation you've ever had with them.
Text from the office
Send and receive customer texts from the business, not somebody's personal phone. The whole thread stays on the record.
Reviews on autopilot
After a job wraps, invite the customer to share their experience. Happy customers get pointed to Google.
Calls where the work is
Call customers right from their record, with the job in front of you.
Common questions
Is this one of those complicated CRMs?
No. It's customers, a simple pipeline, and history. If you've used a contact list, you can use this.
How does the review feature work?
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.
Can the whole team see customer history?
You control who sees what. Crews can get just what they need for the job while the office sees the full record.
It all works together
See how customers & sales fits your trade: