CLIENTS
Every customer, every job, one record
Customer history, contact, addresses, equipment, files and invoices on one CRM record. Pick up the phone, you already know who they are.
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SINGLE RECORD
Whole story in one place
Every quote, job, invoice, photo, note and signed form against one customer record. Type the name once and the history is yours.
EQUIPMENT TRACKING
Asset history per customer
Track the AC unit, the boiler, the security panel against the customer. Brand, model, install date, warranty.
MULTI-SITE
Commercial customers handled
Multiple sites and contacts under one customer. Bill the head office, dispatch to the site, contact the manager.
NOTES AND FILES
Drop it once, see it forever
Wiring diagram, safety report, strata rules. Drop them against the customer, every tech sees them next time.
AT THE DOOR
Tech walks in informed
Tap the customer on the phone before knocking. Last visit, balance, equipment, gate code, dog warning, all visible.