Structure that matches reality
Customers hold unlimited sites, each with their own contacts, assets, contracts and history.
Why teams use it
History on hand
Anyone answering the phone can see the last visit, the open defects and the outstanding quotes in seconds.
Create the customer and their sites
Attach contacts, contracts and assets
Log quotes, jobs and inspections against the site
Customers self-serve
The portal gives clients visibility of job status, asset history and completed reports without calling the office.
CRM status
Share reports and status through the portal
How it works
One platform. Connected workflows.
One record for every customer, contact and site - with full history behind it.
Step 1
Create the customer and their sites
Step 2
Attach contacts, contracts and assets
Step 3
Log quotes, jobs and inspections against the site
Step 4
Share reports and status through the portal
Visibility by default
Know what is happening without chasing the field.
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.
Operational view
CRM activity
Create the customer and their sites80%
Attach contacts, contracts and assets58%
Log quotes, jobs and inspections against the site36%
Next action
Create the customer and their sites
Visible to the office, field team and customer.
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.