Customers
A customer list that actually helps.
Every customer, the home, vehicle or pet the job is really about, and the whole history of what you have booked, quoted and been paid.
- 12 AugOven + windowsBooked · A$95
- 2 AugPayment receivedA$140
- 28 JulDeep clean quoteAccepted · A$215
- 14 JunRegular cleanCompleted · A$70
It remembers what the job is about.
A service job is rarely about a person alone. Keep the thing you actually work on against the customer.
Homes and sites
The home or commercial site the work is about, each with its own address and a pin on the map.
Vehicles, bikes and boats
A car, a bike or a boat with the details that matter, so the next visit starts with the right one.
People and pets
When the job is about a person or a pet, they sit on the customer too, with the typed details your work depends on.
Everything about a customer in one record.
Contact details, addresses, the things you work on and the notes that matter, all together on one page.
- 12 AugOven + windowsBooked · A$95
- 2 AugPayment receivedA$140
- 28 JulDeep clean quoteAccepted · A$215
- 14 JunRegular cleanCompleted · A$70
Every job they have ever had with you.
Bookings, quotes, payments and messages on one timeline, so you know the story before you turn up.
One record per customer, joined up.
Details flow between bookings, quotes and payments instead of being retyped and quietly drifting apart.
Their account joins up
When a booking matches a customer's verified email or phone it links to their own account, so they can see it.
No accidental duplicates
Each customer keeps a unique phone and email, and you are warned in plain words before creating a second one.
Details reused every time
Start a booking, quote or payment from a customer and their details are already filled in.
- 12 AugOven + windowsBooked · A$95
- 2 AugPayment receivedA$140
- 28 JulDeep clean quoteAccepted · A$215
- 14 JunRegular cleanCompleted · A$70
Built for every kind of booking.
The same record whether they book a job, a seat, a room or a hire.
Keep every customer close
200 bookings a month free, no card needed. Every customer and their history in one place.
Common questions.
Yes. A customer can hold as many subjects as you need, a home, a commercial site, a vehicle, a boat or a pet, each with its own details and its own address on the map.
Open a customer to see their bookings, estimates and payments on their own tabs, and start the next booking, write a quote or record a payment without leaving the page.
When a booking matches a customer's verified email or phone, it links to their own account and they can see the bookings you took for them. It is a read-only view, so your record stays the source of truth.
No. Once a customer is on file, their contact details are filled in for you whenever you start a new booking, quote or payment for them.