Know the customer.Keep the whole story.
The person who called. The detail that shaped the quote. The job that followed. Give all of it a home you can open in ten seconds.
The person who called. The detail that shaped the quote. The job that followed.
A company page with context.
Open a customer to see activity, contacts, deals, projects, and notes together. Pick up the relationship without digging through texts, voicemail, and a notebook.
Remember what matters.
Capture notes against a customer and link them to a project when useful. Favorite the details you come back to, from the gate code to the quote they asked about last spring.
Keep the work connected.
Projects show their company and deal. Move a deal to a different company and its linked projects follow, so the record stays right when plans change.
Deal to project
Be ready for the next call.
An illustrative relationship with Harbor Street Cafe, from the first quote to a repeat customer.
Create Harbor Street Cafe and add your contact, Dana.
Keep the walkthrough notes and the lighting quote with the company.
Open the same page months later to check the last job before quoting the patio.