Every customer. Every detail. One place.
Build a complete digital database of every customer: contact info, addresses, devices, job history, and invoices, searchable in seconds.
- Store 20+ fields per customer including GPS coordinates and business tax IDs
- Categorize customers as residential or business with dedicated fields
- Track preferred contact method to show customer respect
- Search your entire database instantly by name, phone, or email
- Link every customer to their devices, job history, quotes, and invoices
- Keep private internal notes per customer that stay team-only and never print on a document
- Build a per-customer device and asset registry with brand, model, serial number, and a scannable QR or barcode
Frequently asked questions
Can I import my existing customer list?
You can add customers manually with the quick-add form, or contact support for assistance with bulk imports from spreadsheets.
Can I track business customers separately from residential?
Yes. Each customer can be categorized as residential or business, with dedicated fields for business name and tax ID.