Complete Client History
Keep your client history organised — see the past projects, tasks, quotes, invoices, and more associated with each of your clients. You can also utilise customisations to track and report on other important details.
Visualise customer information and track everything from purchase orders to invoicing. Store data securely, such contact details and employee records, with full GDPR compliance.
Real-time Progress Updates
Reduce the need for time-consuming emails and phone calls by providing customers with updates in real time, giving them the knowledge to understand how their jobs are progressing.
Manage and track customer communications. Need to chase up some paperwork? Send automated reminders with ease.
Attachments and Notes
All documents, photos, and notes associated with a client’s account collected by your field engineers are accessible through the client manager, giving you complete access to their history.