Customer Management
Keep Track of Your Customers
Save all your client details in one place. Find anyone instantly when you need them. Track project history, communication, and never lose touch with past customers who might need more work.
- Find any client instantly when you need them
- Track all quotes, jobs, and payments in one place
- Remember important details about each customer
- Follow up on potential repeat business automatically
- Professional communication builds trust
Everything You Need for Customer Management
Comprehensive tools to help you build stronger relationships and deliver better service to your clients.
One Place for Everything
All client details, project history, quotes sent, and payments received. Find any customer instantly when they call or text.
Communication History
Track every conversation, quote discussion, and project update. Know exactly what was said and when.
Complete Project Records
See every job you’ve done for each client. What was quoted, what was paid, what might need maintenance later.
Smart Follow-ups
The app reminds you when to follow up on quotes, check in on completed work, or reach out for repeat business.
Voice-Powered Customer Updates
Update customer information, log communications, and set reminders using just your voice. No more fumbling with paperwork while on-site.
Voice Command Example:
“Add note to John Smith’s account: Met with client today, discussed kitchen renovation timeline, needs quote by Friday. Set reminder for Thursday to follow up.”
Start Managing Customers More Effectively
Join the beta program and see how voice-powered customer management can transform your business relationships.
