Customers
The customer list is the business.
One record per customer, everything that ever happened with them on it — and the property facts kept where they belong: on the house, not on the person.
Addresses
Facts live on the house, not the person.
A customer with a home and a rental is one customer with two properties. Each address carries its own square footage, pane count, screens, gate codes and access notes — so a member booking work at their rental is never greeted with their home's details, and a new technician knows about the loud-but-friendly dog before they knock.
- As many service addresses per customer as they have
- Square footage, panes, screens, access notes — per address
- Jobs, quotes and plans each point at the property they belong to
History
Everything that happened, in one trail.
Every job, quote, invoice, payment, message and note lands on the record, newest first. When a customer calls, whoever answers is looking at the same story — not a sticky note from whoever spoke to them last.
- Full job and payment history, searchable
- Notes and messages beside the work they were about
- Archive for the moved-away, and a trash that holds deletions 30 days
Bringing your list in
Your existing customers, imported properly.
Bring your list in from a spreadsheet. The import shows you how it read every column, previews what it will create or update, and asks before it touches anything that looks like a conflict — so a thousand customers arrive as a thousand customers, not a mess to untangle.
Two people, one record
The office and the truck can edit at once.
When two people save the same customer at the same moment, nothing is silently lost: payments and history merge, notes keep both sides, and the person whose change was overruled is told — in the app, on the record. Most software just keeps whoever saved last.
Start with your list.
Import it on day one — the map and the schedule light up from it.