Every property, contact, and job on one timeline
A client is rarely one address and one job. The CRM holds the people, the properties, and everything you have ever done at each of them, in order.
Starter and up
Brenner Holdings · properties
- 47 Maple Dr4 jobs
- 12 Ash Way2 jobs
- 88 Cedar Ln · gate code6 jobs
- 3 Elm Row · recurringfortnightly
Illustrative — sample data
Multi-property
One client, many addresses — priced and routed separately
A landlord with six properties is one customer and six places you drive to. Each property carries its own access notes, its own pricing, and its own position on a route.
Full timeline
Quotes, visits, messages, and invoices in order
When somebody rings about work from last spring, the history is one screen rather than three systems and a memory. It is also what stops you quoting a repeat job as if it were new.
Activity
07:41JOB-2214Crew A en route · Ramirez
07:52QUO-8871Quote approved online · $2,480
08:03JOB-2214Arrived on site
08:19REQ-0442Booking request received
08:26AUT-0031Automation sent on-the-way text
09:07JOB-2214Visit complete · 2 forms filed
09:08INV-5520Invoice raised from job
09:31INV-5511Paid by card · $1,150
10:02JOB-2215Reassigned · Crew B
10:44LEAD-118Routed to estimator · roofing
11:15QUO-8872Agreement signed
11:58INV-5498Overdue reminder sent
Illustrative — sample data
Where this sits in the day
Questions people ask
Start using Client CRM.
Set up your first crew, route, and quote today. Bring the clipboard if you must.
Get started