What did we agree with this customer?
Open the customer record to find their contact details, notes and connected jobs in the same place before the conversation moves on.
When a customer calls, know what was agreed.
A customer gets in touch, then comes back with a question or a “could you just…?” Their details, notes and jobs stay connected, so you can pick up the conversation without searching through messages or relying on memory.
Pick up the conversation without starting again.
Ava Bell’s record shows the details needed to get in touch, the address, room for useful notes and the boiler pressure job already linked to her.
That means the next conversation can start with what is already known instead of piecing the history together again.
See where every job is up to.
The jobs list brings together the customer, date, stage and next action. Search or filter it when you need a shorter answer.
Questions that come up when a customer calls.
Where is each job up to?
The jobs list shows whether work is a lead, being quoted, scheduled, on site or ready for the next step.
What needs doing next?
Each row keeps the next action beside the customer, date and stage, so you can decide what to move on.
Next, put the work in the diary.
See how visits fit into the week and what comes back to the front once the work is done.