Customer Intelligence
Every job, estimate, invoice, and dollar for each customer in one view.
A complete history for every customer — jobs, estimates, invoices, payments, and equipment — in one place.
See each customer’s lifetime value, their properties and the equipment at each one, their membership, their card on file, and every text you have exchanged — with an AI read on where the next opportunity is.
Walk into every interaction knowing exactly where things stand.
Highlights
- Full customer history
- Equipment on file
- Lifetime value at a glance
- Communication history
How it works
- Open any customer.
- See their details, lifetime value, properties, equipment, jobs, and membership on one page.
- Open their intelligence view for estimates, invoices, payments, activity, and messages.
- Read the AI insight for the revenue opportunity with this customer.
Questions
What is lifetime value based on?
What the customer has actually paid you across every job and invoice — kept up to date as payments come in.
Can I see a customer’s equipment?
Yes. Each property lists the equipment installed there.
Are texts with the customer included?
Yes. Their communication history sits alongside their jobs and payments.