CRM & Customers

Every customer detail. One searchable record.

Keep every customer, property, conversation, and job history organized in one searchable place.

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COMPLETE CUSTOMER VIEWEvery detail stays connected
THE COMPLETE CUSTOMER RECORD

Know the customer before you answer the phone.

Give your office and technicians the context they need to respond faster, deliver better service, and keep every handoff organized.

Complete customer profiles

Keep contact details, preferences, account status, and every important note together.

Properties & equipment

Connect service locations, equipment, warranties, and property-specific details to the customer.

Conversation history

See calls, texts, emails, updates, and internal notes in one connected timeline.

Full service history

Review past jobs, diagnoses, work performed, technicians, photos, and follow-up activity.

Estimates, invoices & payments

Understand the complete financial history without jumping between disconnected tools.

Fast, searchable records

Find the right customer, property, job, or invoice while the customer is still on the phone.

JL
ACTIVE CUSTOMERJennifer Lee

123 Maplewood Dr. · Austin, TX

LIFETIME JOBS8
LAST SERVICEMay 8
ACCOUNT VALUE$4,820
RECENT ACTIVITY

HVAC repair completedMichael Rodriguez · Today at 11:02 AM

Job

Arrival update sentText message · Today at 8:20 AM

Message

Estimate approved — $485Customer approved · Yesterday

Estimate

Inbound service callNo cooling reported · Yesterday

Call
ONE RELATIONSHIP, FULL CONTEXT

Stop rebuilding the customer story every time they call.

Pro Suite keeps the relationship intact across the office, dispatch, and field. Your team can see where the customer is located, what equipment they own, what happened on past visits, what was promised, and what still needs attention.

  • Faster conversationsAnswer questions with the customer record already in front of you.
  • Cleaner handoffsDispatchers and technicians work from the same current information.
  • Better follow-upSee estimates, invoices, messages, and next steps without searching multiple apps.
Build your customer database
SEARCH EVERYTHING

Find the right record while the customer is still on the phone.

Search across customers, properties, jobs, invoices, equipment, and notes from one consistent place.

Search customers, jobs, invoices...⌘ K
SEARCH RESULTS

Jennifer LeeCustomer · Austin, TX

CUSTOMER

HVAC Repair — No CoolingJob J-2024-0507 · In progress

JOB

INV-2024-0507 · $485Invoice · Paid

INVOICE
FROM FIRST CALL TO LONG-TERM CUSTOMER

One record that gets more valuable after every job.

01

Capture the customer

Create one clean customer record from a call, form, referral, or imported contact.

02

Connect the property

Add service locations, access notes, equipment, warranties, and property details.

03

Complete the work

Attach jobs, estimates, photos, notes, checklists, invoices, and payments to the record.

04

Keep the relationship

Use the full history for better service, follow-up, recurring work, and future conversations.

READY TO ORGANIZE EVERY CUSTOMER?

Start building a CRM your whole team can use.

Get customer records, properties, conversations, job history, and field operations in one system.

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