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Simple contact system. Store details, track job history, add notes. No complex CRM features.
Name, phone, email, address. Multiple phone numbers. Emergency contacts when needed.
Service address, property type, access notes. Gate codes, key locations, parking info.
See all past jobs at a glance. When you last visited, what work was done.
Remember important details. Difficult access, preferred times, special requests.
Find customers by name, phone, address, or postcode. Results appear as you type.
See payment history, outstanding invoices, total spending. Good payer or problem customer.
All customer information organized in a simple, easy-to-read format.
Preferred customer
Customer since
March 2023
π 07123 456 789
π§ sarah.johnson@email.com
15 Oak Avenue
Manchester M14 6HJ
Ring doorbell twice - elderly lady, takes time to answer. Prefers morning appointments. Has small dog that needs to be kept inside during work.
Total Jobs
Total Spent
Outstanding
Boiler service
15 Nov 2024
Paid
Β£85
Radiator repair
3 Oct 2024
Paid
Β£120
We focus on storing the customer information you actually need rather than enterprise sales features.
Bob needs Mrs. Johnson's gate code, not advanced lead nurturing workflows.
Phone numbers, addresses, job history. All available on your mobile when you need it.
Tap any phone number to call. No need to manually dial on site.
Tap address to open in Google Maps or Apple Maps for directions.
Update customer notes immediately. Remember details for next visit.
Upload from Excel, export to CSV. Your customer data stays yours.
Simple contact management from day one. Import existing customers or start fresh.
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