Your Customer History Lives in Someone's Head
When a repeat customer calls, nobody can find their history. Equipment lists, past invoices, and service notes are scattered across paper files and spreadsheets.
Customer Records Solutions by Industry
Every industry experiences customer records differently. Pick yours to see how we solve it.
HVAC
120,000+ companies · 5–25 technicians
A repeat customer calls about their heat pump acting up. Nobody in the office can find the last service ticket to see wh...
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Plumbing
130,000+ companies · 4–20 technicians
Residential and commercial plumbing — service, repair, remodel, and new construction....
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Electrical
90,000+ companies · 5–30 electricians
Licensed electrical contractors — residential, commercial, and industrial wiring, panel upgrades, an...
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General Construction
750,000+ companies · 10–50 workers
General contractors and specialty trades — remodeling, renovation, and new build projects....
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Landscaping & Lawn Care
600,000+ companies · 5–30 crew members
Commercial and residential landscape maintenance, design/build, irrigation, and hardscaping....
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Pest Control
35,000+ companies · 5–25 technicians
A customer calls about recurring ant activity. The tech who normally services the account is on vacation. The replacemen...
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Roofing
100,000+ companies · 8–40 crew members
Residential and commercial roofing — inspections, repairs, re-roofs, and storm damage restoration....
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Cleaning & Janitorial
875,000+ companies · 10–50 cleaners
A property manager calls to complain about missed areas. The account manager has no record of what was cleaned, when, or...
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Fire Protection
25,000+ companies · 8–30 inspectors/technicians
A property manager calls to ask about a deficiency flagged last year — was it repaired? The office digs through file cab...
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Property Maintenance
300,000+ companies · 3–20 maintenance techs
A tenant reports a recurring HVAC issue. The maintenance office has no consolidated history — just scattered paper work ...
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The Cost of Doing Nothing
Without accessible history, you lose upsell opportunities and repeat the same diagnostic work — costing $200–$500/incident.
Ready to Eliminate Customer Records?
We'll build you a working prototype that fixes your customer records problem — not a demo, not a slide deck. Test it on a real job before you pay a dime.
Other Field Service Pain Points
Rekeying Data
Stop Rekeying Field Data Into the Office System...
Handwritten Forms
Ditch the Clipboard — Handwriting Is Costing You Money...
Payroll Handoff
Your Payroll Handoff Is a Weekly Fire Drill...
Inspection & Compliance
Paper Inspections Are a Compliance Liability...
Dispatch & Scheduling
Whiteboard Scheduling Is Holding Your Crew Back...
Inventory & Parts Tracking
Your Trucks Are Rolling Warehouses With No Inventory System...
Quoting & Invoicing
Quotes on Napkins, Invoices Two Weeks Late...
Photo Documentation
If You Didn't Photograph It, It Didn't Happen...
Reporting & Visibility
You're Running a Business on Gut Feel...
Multi-System Chaos
You Have Six Systems and None of Them Talk to Each Other...
Approval Delays
Work Stops While You Wait for a Signature...