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Everything Logged Automatically
Calls, texts, emails, and job details are captured without you lifting a finger.
Contacts (CRM)
Know every customer like they're your only customer
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.
Sarah Johnson
Customer since 2019
VIP customer - always prioritize
Tagged
AC maintenance scheduled for Dec 28
Just now
Called about thermostat issue
Dec 15
Has nervous dog named Max - enter through side gate
Tech note
Review request sent - 5 stars received!
Nov 30
How It Works
Simple steps to transform how you handle customer interactions.
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Rich Customer Profiles
See the full picture: contact info, properties, equipment, communication history, and team notes.
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Instant Context
When a customer calls, see their entire history before you answer. Know exactly who you're talking to.
What Makes CRM Different
Built specifically for service businesses, not generic software adapted for trades.
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.
Works With Everything
CRM connects seamlessly with other features to power your entire business
Everything You Get
All the features you need, none of the complexity you do not.
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
Common 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.
Ready to know answer every customer like they're your only customer ?
See exactly how Contacts (CRM) would work for your business. We will show you a live demo with your actual services and scenarios.
Free 15-minute demo
No credit card required
Talk to a real human