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Leads, service agreements and message history

Follow up enquiries, run recurring maintenance, and keep every email and call on the customer.

By PrimemgrUpdated How we research and check this

Leads collects enquiries, including requests from the customer portal, until they become customers. A service agreement raises each recurring visit as a job before it is due. Messages keeps every email the app sends a customer on their record, and lets you email them in your own words or record a call.

Related

Fixes: narrow screens and rounding

Pages no longer scroll sideways on small phones, and amounts are never rounded.

Opportunities, and customers can message you from their portal

Track the work you are chasing and what it is worth, and talk to customers in their portal.

A price list, stock and purchase orders

Pick lines from your price list, track stock in the store and the vans, and order from suppliers.

Ready to try it on a real job?

Fourteen days on the plan you choose, a reminder before the first charge, and an export of everything you put in if you decide against it.

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