For service teams of 1–50
Every customer's history, one screen
The job. The quote. The invoice.
- What you did, and when
- Every quote, every version
- What is still unpaid
The problem, in three lines
"What did we do for them last time?" A search through a chat history. A quote you cannot find.
How it works
Open the customer. Their jobs, quotes and invoices are listed in order, each with its price.
What you get
- Past jobs with dates
- Every quote and every version of it
- Unpaid invoices with the outstanding total
- Reminder history
Who it is for
Anyone who quotes a returning customer and wants to quote the same way twice.
Questions
Can I see what I quoted last year?
Yes, including which version they accepted.
Does it show unpaid invoices?
Yes, with the balance.
Can I start a new quote from there?
Yes — the customer is already attached.