Every customer, contact, and service location in one record
One record per customer holding the people you deal with, the places you work, and every job, estimate, and invoice you have done for them.
No card required. Cancel any time.
- Ridgeline Property Group21
- Harborview Dental1—
- Kessler Family Home12
Profiles detailed enough to answer the call without asking twice
Save the contacts, billing address, tags, and internal notes that matter to your business. Search the list and the record opens with everything attached.
- Multiple contacts per customer, with names and roles
- Service locations kept separate from the billing address
- Tags and internal notes for the office
- Dana ReevesFacilities leadPrimary
- Tom AlvarezSite manager
- Unit 4A — Ada StreetService locationSite
Tags: commercial · net-30. Billing address and internal notes on the same record.
The history of every job, estimate, and invoice
Each job, estimate, and invoice links back to the customer, so past work sits one click from the record instead of in a separate spreadsheet.
- Jobs, estimates, and invoices collected on the record
- Previous work and notes before you dial
- Nothing retyped between modules
- JOB-2088 · Boiler replacementJobOpen
- EST-1042 · Replacement quoteEstimateViewed
- INV-3041 · Balance $1,240InvoiceUnpaid
Every job, estimate, and invoice attached to the customer, newest first.
Give customers their own view of the work
Grant portal access to the email you choose and the customer can follow their requests, estimates, jobs, and invoices without calling the office.
- Access granted per customer by email
- Customers see their own records only
- Access can be revoked at any time
Ridgeline Property
Customer portal · Dana Reeves
- Open requests1 waiting on you1
- Estimate EST-1042Awaiting approvalView
- Invoice INV-3041$1,240.00 · due 8 NovPay
What it changes for your business
One record instead of five tabs
Faster answers when the phone rings
Consistent details across jobs and invoices
Customers can self-serve in the portal
Works alongside
Leads
Capture enquiries as leads, move them through your own stages, and turn the ones that land into a customer and a job without retyping anything.
Learn moreService Requests
Requests come in from the office or straight from the customer portal, carrying the service type, urgency, description, and attachments.
Learn moreEstimates
Line-item estimates with labor, materials, equipment, and subcontractor lines, with tax and discounts, tracked from draft through accepted.
Learn morePut customers to work
One platform for customers, jobs, scheduling, invoicing, and reporting. Start with a 14-day free trial — no card required.