Customers
Your complete customer database — manage company profiles, billing details, multiple service locations, contacts, and a full interaction history all in one place. Every customer record is a hub that connects directly to invoices, matters, work orders, dispatching, and more — with a 360 View that aggregates everything into a single screen. Search across every field in real time, chat with AI about your data, and make smarter decisions faster.
Features
- ✓ Instant search across company name, phone, email, city, contact name, billing email, and all additional contacts simultaneously
- ✓ Billing details per account — separate billing email, payment method, billing cycle, and tax exempt status
- ✓ Multiple locations per customer — track each service address with name, type, and contact info
- ✓ Multiple contacts per customer — beyond the primary contact, add every person you work with
- ✓ Customer Journal — a running timeline of every call, email, meeting, site visit, and follow-up
- ✓ Encrypted Secrets tab — store Wi-Fi passwords, server logins, and credentials securely with AES-256 encryption
- ✓ Customizable columns — choose which fields appear in your list view and save per-user
- ✓ CSV export — download the filtered list with your selected columns for any reporting need
- ✓ PDF customer summary — generate a formatted report from any customer detail view
- ✓ Active/Inactive status — deactivated accounts are hidden from default views but never deleted
- ✓ 360 View — a unified dashboard per customer with sub-tabs for summary, invoices, matters, journal, and activity timeline
- ✓ Analytics Dashboard — real-time stats: revenue, top customers, new this month, status breakdown, and recent additions
- ✓ AI Chat — ask questions about a single customer or your entire filtered list in natural language
- ✓ Query by Example (QBE) — structured multi-field search for power users
- ✓ Workflow & Audit Trail tabs — track automation tasks and every change to a customer record
- ✓ Tax Authority management — assign jurisdictions with auto-calculated rates on invoices
- ✓ Save to Knowledge Base — snapshot any customer record into your team's KB for quick reference
What sets it apart
Search every field, not just name
Type a phone number, billing email, or city name and get results instantly. Most CRMs only search by company name — this searches everything at once.
Encrypted credential storage
The Secrets tab stores Wi-Fi passwords, server logins, and API keys encrypted at rest with AES-256. Every access is logged with who decrypted what and when.
Complete interaction history
The Journal tab captures every call, site visit, meeting, and follow-up in a searchable timeline. Anyone on the team can review the full history before contacting a customer.
Multiple locations, one account
Businesses with multiple offices or service addresses get tracked as a single account with separate location records — so dispatching and invoicing always go to the right place.
360 View — everything in one screen
Revenue, outstanding invoices, open matters, journal entries, and a full activity timeline — all on a single tabbed view. Prepare for any customer call in seconds, not minutes.
AI-powered customer intelligence
Chat with AI about any customer or your entire filtered list. Ask "What's their outstanding balance?" or "Summarize revenue trends" and get instant answers from your live data.
Interested in this module?
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