Product / Customer hub
One record per customer, with everything on it
The reason work gets lost is almost never that nobody wanted it. It is that the quote, the conversation and the follow-up live in three different places and none of them is a system.
Customer hub
Every customer, and everything attached to them
- M. Delgado · 4218 Westbrook Dr1 estimate accepted · invoice part paid · job in progress
- J. Okafor · 77 Calder RdDeck — scheduled Wednesday
- P. Royce · 12 Marlow AveEstimate sent · awaiting a decision
The rest of your contacts
The people who are not customers
- PartnersRealtors, property managers, GCs — who refers you work, and what it turned into
- VendorsSuppliers and subs, on the jobs they are attached to
- InboxWhat came in, against the record it belongs to
Pipelines
Where everyone actually is
Lead 14
Estimate sent 9
Accepted 6
In production 4
Customer, property, history
A customer can own more than one property, and a property can have been painted before. Both matter when you are quoting, and both are on the record.
Leads that do not evaporate
New inquiries land as leads with a status, so the ones you have not answered are a visible list rather than an unread inbox.
Partners and vendors too
The people who refer you work and the suppliers you buy from are relationships worth tracking, not contacts in a phone.
Everything that was sent
Every estimate, every invoice, every follow-up, against the customer it went to.
Questions
Can I import my existing customer list?
Yes. Data migration is part of onboarding.
Does it handle multiple properties for one customer?
Yes — a customer record can carry several properties, each with its own job history.