Customers
The 360° customer file
All contacts, properties, appointments and receipts of a customer in one place.
Master data, properties, quotes, jobs, invoices and appointments — everything about a customer at a glance. With automatic email reminders and quick access to the whole history.
The 360° customer file bundles everything: master data, properties, quotes, jobs, invoices and appointments. When the phone rings, you instantly know what happened last.
Bring existing customers along via CSV/Excel import — minutes instead of a weekend of typing.
How it works
Import customers
CSV/Excel in, done — or create them one by one.
Maintain properties & appointments
Several locations per customer, appointments with email reminders.
Use the history
Quotes, jobs and invoices per customer at a glance.
What this means for you
Everything on the customer
Quotes, jobs, invoices and properties bundled together.
Properties & addresses
Manage multiple locations per customer cleanly.
Email reminders
Automatic reminders for appointments and deadlines.
Find fast
Search across names, properties and receipts.
Frequently asked questions
Can I import my customers from Excel?
Yes, via CSV/Excel import — map the columns, import, done.
Can I manage several properties per customer?
Yes — the customer file keeps several properties and addresses per customer, with appointments and history.
Be there at launch
Join the early-access list — we will get in touch as soon as your account is ready.