Trades Workflow feature

Customer CRM Software for Contractors

One record for every customer, property, contact, conversation, job, estimate, invoice, and membership.

What it does

Trades Workflow keeps customer profiles, service locations, equipment history, job notes, estimates, invoices, payment records, and membership context in one operational timeline.

Why contractors need it

The office no longer has to search through texts, sticky notes, spreadsheets, and old invoices to understand a customer. Anyone answering the phone can see the account history and make a better next move.

Example workflow

A homeowner calls about a system that was serviced last winter. Your dispatcher can see the equipment, prior work order notes, photos, membership status, and open invoice before scheduling the next visit.

What to expect

• Customer and service-location history
• Contact and company information
• Job, estimate, invoice, and payment timeline
• Membership and equipment context

Related product areas

Work order software | Contractor dispatch software | Field technician app | Field service software pricing