Customers
The customer list is the business.
One record per customer, with everything that has happened with them on it. Property facts are kept where they belong: on the house, not on the person. Open a record and the first thing you see is where things stand — the road from the day they signed to their next bill, and what to do next.
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 not 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
- A plan on each property, each billed on its own
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
- The list opens on who you dealt with last — a text, a booking, a payment — each with the reason beside the name
- A tab for each part of the story — overview, membership, visits, invoices, messages, forms, notes, activity
- Notes and messages beside the work they were about
- Archive for the moved-away, and a trash that holds deletions 30 days
Search
One box finds the customer, the job, the invoice.
Type a name, a phone number, a street, or the number off a job, quote or invoice. What it found is sorted for you — clients, jobs, invoices, quotes and forms, each with its count — and every result opens the full record. Before you type anything, it already holds whoever you dealt with last.
- Names, phones, addresses and second properties
- Job, quote and invoice numbers, typed any way
- Words in any order — "harper main st" finds it
- What is owed and what is coming up, said beside each kind
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 and previews what it will create or update. A thousand customers arrive as a thousand customers, with potential conflicts clearly identified before anything changes.
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. No one is left guessing whose save won.
Start with your list.
Import it on day one — the map and the schedule light up from it.