Your customers, on every job.

One customer record carries the relationship.
- Step 1
Save the customer once
Enter the name, phone, billing address, and job-site address one time. Every job after that pulls from the same record.
- Step 2
Connect each job
Choose the saved customer when work is created so the relationship stays visible.
- Step 3
Email the customer from their record
Send email, with documents attached, straight from the record. Sends need email permission and are logged on the record.
Add your first customer and tie a job to it.
Takes a minute with the details you already have on the contract.










