Your Customers Are Worth More Than
A Spreadsheet Row
Track job history, payment patterns, site notes, and credit limits. Know every customer's full story before you quote, schedule, or invoice.
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Everything in Customer Management
- Store unlimited customers
No limits. Add as many as you need.
- Contact details
Name, email, phone, address. All the basics in one spot.
- Customer notes
"Always wants invoice by 5th of month" or "Gate code is 1234". Remember the details.
- View payment status
How much they owe, what's overdue, payment history. All on the customer page.
- Credit limits
Set a max credit limit for customers. System warns you if they're over it.
- Payment terms per customer
Net 30, net 60, due on receipt. Set different terms for different customers.
- See all jobs for a customer
Click the customer, see their entire job history.
- See all quotes for a customer
What quotes did you send them? Which ones did they accept? It's all there.
- See all invoices for a customer
Complete invoice history. What's paid, what's pending.
- Add recurring jobs for customers
Weekly service? Set it up once from the customer page.
- Edit recurring job schedules
Change frequency, pause it, cancel it. Manage recurring work easily.
- Financial summary
Total invoiced, total paid, outstanding balance. See it all at a glance.
80% of Your Revenue Comes From 20% of Customers
Without CRM
- • "When did we last service their system?"
- • "Do they pay on time or always late?"
- • "What address was that property again?"
- • "Did they want annual maintenance?"
- • Searching through emails for past quotes
- • Forgetting to follow up on repeat work
With JobbTrakr CRM
- • See complete job history instantly
- • Credit rating and payment pattern visible
- • Multiple properties per customer tracked
- • Notes for each site and job
- • All quotes and invoices in one place
- • Recurring service reminders automatic
Everything You Need to Know About Every Customer
Complete Profile
Name, email, phone, mobile, address, tax ID. Multiple contact methods in one place.
Multiple Properties
One customer with 5 rental properties? Track each site separately with its own job history.
Job History
Every quote, job, and invoice in chronological order. See what work you've done and when.
Credit Management
Set credit limits. Track account balance. Flag customers who need COD. Protect your cashflow.
Site Notes
"Gate code is 1234", "Dog in backyard", "Power box under stairs". Save for next visit.
Status Tracking
Active customers, inactive accounts, blocked (non-payers). Filter and sort your way.
Every Detail. One Screen.
Contact Info
Name: John Smith
Email: john@email.com
Phone: 555-1234
Mobile: 555-5678
Address: 123 Main St, City
Business Details
Credit Limit: $5,000
Current Balance: $0
Status: Active
Tax ID: 12-3456789
Payment Terms: Net 30
Recent Jobs
Protect Your Cashflow With Credit Control
Good Payers
Always pay on time
Credit Approved
Watch List
Occasionally late
Reduced Limit
High Risk
Unpaid invoices
COD Only
Pro Tip: Set credit limits to 2-3x average job value. Adjust based on payment history.
Turn One-Off Jobs Into Annual Contracts
Service Reminders
"We serviced your HVAC last March. Time for annual maintenance?" Set reminders for recurring work.
- • HVAC servicing (annual)
- • Pool equipment checks (quarterly)
- • Fire alarm testing (6-monthly)
- • Gutter cleaning (seasonal)
Loyalty Insights
See customer lifetime value. Who's your best customer? Who needs attention?
- • Total jobs completed
- • Total revenue generated
- • Average job value
- • Last contact date
Know Your Customers. Grow Your Business.
Job history, credit management, site notes. Everything in one place.
Start Managing Customers Free →