Customer managementWorking preview
Remember the people behind the project.
Keep customers, crews, and subcontractors in a shared directory.
Early working preview · Sample company · No card requiredCustomer management
Oak Street addition
JFResidential project · Sample company
OverviewWorkFinancials
PROJECT VALUE$48,000
NEXT MILESTONERough-in
Project progress62%
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Maintain customer and trade records
02
Connect people to opportunities and jobs
03
Keep useful contact details together
Illustrative records · Product in development
THE WORKFLOW
Keep the important details connected.
Organize contact details beside the projects and opportunities they belong to. Keep customer, crew, and trade records easy to find as the work moves forward.
Connect people to opportunities and jobs
Explore in the previewKeep useful contact details together
Explore in the previewCURRENT AVAILABILITY
Try the workflow. Know the boundaries.
Directory records do not create login accounts or deliver invitations. Two-way customer communications and external CRM sync are planned.
Read the full product statusWorking preview
Customer management
- Release stage
- Early working preview
- Hosted customer rollout
- Pending
- Paid access
- Not yet published
- Next step
- Explore sample records
BETTER TOGETHER
Explore all features Keep the rest of the job moving.
MAKE WORK FLOW
Put your next workflow to the test.
Explore a sample company and follow the details that matter to your business.