Customers
One complete record for every customer, personal or business, with their whole history in one place.
No per-user pricing for up to 50 users.
Every customer has one record that brings together everything you do for them: tickets, quotes, invoices, appointments, contracts, property and consent. Each is given a customer number, so you can find them in a moment.
A ticket belongs to a customer, and quotes, invoices and appointments attach to the ticket. So a customer's record shows every job they have ever had, with the paperwork that went with it.
Personal and business
Record individuals and companies in the same place. Business customers usually sit on account terms, domestic customers pay on the day.
Active, Inactive or Barred
Inactive and barred customers cannot be given new drafts, quotes or invoices. What already exists is left alone.
The whole history
See their tickets with the quotes, invoices, appointments and notes that belong to each one.
Property on file
Keep the equipment that belongs to a customer, with serial number, manufacturer, model, subtype, software revision, colour and accessories. Attach it to a ticket when it comes in.
Balance and payments
The balance comes from their invoices, payments and credits, so you can see what is owed at a glance.
Notes with a name on them
Each note is stamped with the author and time. Only people with permission can remove one, and removal is recorded.
Consent over time
Contact consent is recorded as it changes and kept with the customer.
Contracts and service status
Their contracts and service level status sit on the same record, with a colour badge on their tickets.
Works with
Tickets
Every job and request in one place, with the whole story of each one on a single timeline.
View module →Quotes & Invoicing
Quote, approve, invoice and refund, all from one place and without retyping.
View module →Customer Portal
A branded site where your customers help themselves, any time of day.
View module →Data Protection
Data protection built into the platform, so a data request is a routine job rather than a scramble.
View module →Contracts and SLAs
Support contracts, warranties and service levels, with the clock watched for you.
View module →