Customer Management

Customers, properties, and the history of every job.

Customers, contacts, properties/service locations, job history, communication history, and a customer portal. This MVP tracks the module as an offering — it is not the live CRM for homeowners.

What's included

• Customers
• Contacts
• Properties/service locations
• Customer/job history
• Communication history
• Customer portal

Problem this solves

Nobody can answer 'what did we do at this house last time?' or reach the right contact without digging.

Who it's for

Contractors whose customer list lives in a phone, a filing cabinet, or last year's invoices.

If demand justifies it

1. 1. Property as first-class record (not just a billing name)
2. 2. Portal for invoices, quotes, and job photos
3. 3. Shared timeline with Quotes, Jobs, and Get Paid
4. 4. Import from spreadsheets / QuickBooks