Why teams use it
Structure that matches reality
Customers hold unlimited sites, each with their own contacts, assets, contracts and history.
History on hand
Anyone answering the phone can see the last visit, the open defects and the outstanding quotes in seconds.
Customers self-serve
The portal gives clients visibility of job status, asset history and completed reports without calling the office.
How it works
One record for every customer, contact and site - with full history behind it.
- 1Create the customer and their sites
- 2Attach contacts, contracts and assets
- 3Log quotes, jobs and inspections against the site
- 4Share reports and status through the portal
Frequently asked questions
See crm & customer management in action
Walk through it with our team on your own data - or start free with five users, forever.
Explore more of the platform
Sales & Quoting
Win more work with a pipeline and quoting flow that feeds straight into delivery.
Job Management
Work orders from creation to completion, with costs captured as they happen.
Scheduling & Dispatch
Get the right technician to the right site with the least drive time.