Feature

Contacts (CRM)

Every call, text, email, and job—all in one place. See the complete history before you pick up the phone. Stop asking customers to repeat themselves.

Know every customer like they're your only customer
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What it does

  • Complete Customer History: See every interaction at a glance—calls, texts, jobs, notes, and equipment info.
  • Automatic Logging: Every call and text is logged automatically. No manual data entry required.
  • Property & Equipment Tracking: Know what's installed at every property. Age, last service, warranty status—all tracked.
  • Team Notes & Tags: Your tech's notes become visible to your whole team. Tag VIPs, flag special instructions.

How it works

  • Everything Logged Automatically: Calls, texts, emails, and job details are captured without you lifting a finger.
  • Rich Customer Profiles: See the full picture: contact info, properties, equipment, communication history, and team notes.
  • Instant Context: When a customer calls, see their entire history before you answer. Know exactly who you're talking to.

Why it wins

  • Complete customer history at a glance
  • Automatic logging of all communications
  • Property-level and contact-level views
  • Team notes visible to everyone
  • Customer tags and segments
  • Mobile access from anywhere

Connected features

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Frequently asked questions

Can I import my existing customer data?

Yes. We handle the import for you during setup. Bring your spreadsheets, export from your old software, or just your contact list.

How does property tracking work?

Each contact can have multiple properties. Equipment, notes, and job history are tracked at the property level.

Can my team see the same information?

Yes. Everyone on your team has access to customer history and notes. When your tech adds a note on-site, it's visible immediately.