Every customer’s whole story, in one place.
Contacts, service properties, leads, notes, files, and every quote, visit, and invoice, so whoever picks up the phone knows exactly what’s going on.
Properties
Activity
- Visit completedWeekly mow · 3 photos · Oct 2
- Quote Q-1039 approvedAeration + overseed · $265.00
- Payment recordedCheck #1047 · $240.00
- Internal notePrefers texts after 5 PM
Answer the phone prepared.
Open one record to see every quote, visit, invoice, and payment for that customer.
Never lose a lead.
Track where new inquiries came from and where each one stands.
Remember the details.
Gate codes, access notes, and preferences live with the property, not in someone’s head.
Leads
From “can you call me back” to booked.
Add new inquiries as leads with their source and status. Follow up, send a quote, and when they say yes, they become a customer with everything already on file.
- Lead source and status
- Quote straight from the lead
- Nothing retyped when they become a customer
New 2
Dan WalshAC not cooling · PhoneHarper & Co.Office cleaning · WebsiteContacted 1
Linda BakerGutter quote · ReferralQuoted 1
Carol Brooks3 buildings · Q-1045Won 1
Dave MillerSpring refresh · $590Properties
One customer, several addresses.
Landlords, property managers, and families with a lake house all have more than one address. Keep each service property with its own access notes and history.
- Multiple service properties per customer
- Access notes and instructions per property
- Jobs and visits tied to the right address
- Visit completed · 3 photos
- Quote Q-1039 approved
- Note: gate code 4417, dog friendly
Notes & files
The right notes for the right people.
Keep internal notes for the office, share job instructions with the crew, and attach private files like site plans or before photos to the customer record.
- Internal notes stay with the office
- Job instructions go to the crew
- Private attachments on the customer record
Paid late twice in spring. Send invoices on the day of the visit.
Use the side gate. Don’t mow the wildflower strip by the fence.
How it works
Three steps. No training day.
Add the customer
Enter contact details and service properties, or create a lead when someone first gets in touch.
Do the work
Quotes, visits, invoices, and payments collect on the record as the relationship grows.
Pick up where you left off
Anyone on the team can open the record and see the full history, with notes that match their role.
Questions
Customers, answered.
Can a customer have more than one address?
Yes. Add as many service properties as you need, each with its own notes and instructions. Jobs and visits are tied to a specific property.
How do leads work?
Create a lead with a source and status when someone first gets in touch. You can quote a lead directly, and when they become a customer everything you entered comes with them.
Who can see internal notes?
Owners and office users. Field users see job instructions and the details they need for their assigned visits, not internal customer notes.
Can I import my existing customer list?
There isn’t a bulk importer yet. Many businesses start by adding the customers they’re actively working with and bring the rest over as they go, while keeping their current system running.
Ready when you are
Put your name
on less paperwork.
Start with a few jobs alongside the way you work today. Keep your current software, spreadsheets, or paper running until you’re ready to switch.
14-day free trial. No card needed. If you add one, your selected plan starts billing automatically when the trial ends unless you cancel before then.