Customer Management
Run every customer account from one clear view
Work Planner helps you manage customer relationships end-to-end. Keep records accurate, improve team communication, and deliver better service on every job.
Keep every customer profile in one place
Store customer details, addresses, and service preferences in one organized record so your team always has the full context before every visit.
- View contact details and service history instantly
- Track key notes and access requirements in one place
- Reduce back-and-forth with clear, shared customer records
Capture every conversation and update
Log messages, reminders, and service updates against each customer so your office and field team can pick up exactly where the last interaction ended.
- Store notes and updates directly on customer records
- Keep everyone aligned with a single source of truth
- Avoid missed details between jobs and office admin
Understand account value and history at a glance
See each customer's payment history, completed work, and outstanding balance to make better service and billing decisions quickly.
- Review completed jobs and service frequency trends
- Track balances and payment activity per customer
- Prioritize follow-up with the right customers faster