Know your customers deeply.
Full customer profiles with multiple service properties, complete communication history, at-a-glance analytics, and one-click quick actions. The customer data that compounds over time.
Every interaction, automatically logged.
Every job, estimate, invoice, payment, and message is linked to the customer profile automatically. Nothing to manually track — the history builds itself.
- Full job & estimate history with status and amounts
- Complete SMS and email communication log
- Lifetime value, total jobs, average job size calculated automatically
Customer data that compounds over time.
- 1
Add your customers
Import from Google Contacts or add customers manually. Every customer gets a full profile page immediately.
- 2
Add service properties
One customer can have multiple service addresses. Each property has its own job history and scheduling context.
- 3
History builds automatically
Every job, estimate, invoice, payment, and message is linked to the customer profile. Nothing to manually track.
- 4
Act from the profile
Create a new job, send an estimate, email an invoice, or start a conversation — all from the customer profile in one click.
Built for lasting customer relationships.
Full Customer Profiles
Contact info, tags, notes, service history, lifetime value, and communication logs — all on one page.
Multiple Properties
Track multiple service addresses per customer. Each property has its own job history and scheduling context.
Job & Estimate History
See every job, estimate, and invoice ever created for a customer — with status, amount, and date.
Communication History
Every SMS and email exchange is logged on the customer profile. New team members can catch up instantly.
Quick Actions
Create jobs, send invoices, write messages, and schedule follow-ups directly from the customer profile.
Customer Analytics
Lifetime value, average job size, total jobs, and outstanding balance — calculated automatically.
Search & Filter
Find any customer instantly. Filter by status, tags, location, or lifetime value across your full list.
Google Contacts Sync
Import customers from Google Contacts. Two-way sync keeps your contact list current.
Your customer data, always in sync.
Build customer relationships that last.
Know your customers deeply. Serve them better. Build a business that grows on repeat work.