One searchable rolodex for the customers, builders, and pump installers your business runs on - tied to every job, proposal, and invoice they've ever touched.
Sample contacts - tied to every job they've touched
Customers, builders, pump installers, and suppliers - the people your business runs on, in one searchable place.
Every contact links to the jobs, proposals, and invoices they've touched - no hunting through old texts.
Search a name or company and get the number, the history, and every record attached to them.
No phone, no sticky notes, no old email threads - one rolodex the whole office shares.
See a contact's full history: what you've drilled, quoted, and billed them for.
Type a name or a company and it's there - not buried in a texting app from two years ago.
Homeowners, builders, subs, and suppliers - tagged by type so you filter to who you need.
Pull up a customer and see every job, proposal, and invoice tied to them in one view.
Know a builder's whole history before you quote the next job for them.
The contacts your business runs on stay in the company's system, not one person's phone.
Customers, builders, subs, and suppliers - searchable and tied to every job they've touched.
