Customers
Your complete customer database — manage company profiles, billing details, multiple service locations, contacts, and a full interaction history all in one place. Search across every field in real time, and every record connects directly to invoices, work orders, and dispatching throughout the portal.
Features
- ✓ Instant search across company name, phone, email, city, contact name, and billing email 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
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.
Interested in this module?
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