Know every customer before you knock.
Names, phone numbers, emails, addresses, past jobs, estimates, invoices and conversations, all in one customer profile. Your office and your techs see the same history.
Customer Management in three steps.
Add or import customers
Name, phone, email and address in one form.
Everything links to them
Jobs, estimates, invoices and chats attach to the profile.
Serve them better
See their history before you call, quote or visit.
A 360° view of every customer
Open a customer and see their contact details, addresses, job history, estimates, invoices and payments. No digging through texts and emails.
- Contact details and addresses
- Job, estimate and payment history
- Conversation history
Tags that tell you what's working
Add lead and job tags, like where the call came from, so you can see which sources bring in your best work.
- Lead source tags
- Job tags
- Priority levels
What you get with Customer Management.
Full customer history
Every job, estimate, invoice and message in one place.
Find anyone fast
Search customers by name, phone or email.
Lead source tags
Tag where each job came from so you know what brings in work.
Shared with the field
Techs see the customer's details and job notes on their phone.
Trades that rely on Customer Management
Related features
Run your business the easy way.
Start your 15-day free trial or book a free demo. We'll set SmartTrack up with you, step by step.