What gets in the way
Customer details often end up split between phone contacts, old quotes, messages and paper notes.
CUSTOMER RECORDS FOR UK TRADES
Customer management for trade businesses
Keep customer details, job addresses and history connected so you can stop entering the same information into every new piece of paperwork.
THE SIMPLE IDEA
Simplify keeps the customer at the centre of the quote, job and invoice journey.
Keep the next step connected
Simplify keeps the customer at the centre of the quote, job and invoice journey.
WHAT YOU CAN DO
Customer records without the office-software fog.
- Customer contact details
- Separate job addresses
- Connected quotes and jobs
- Connected invoices
- Customer history
- Reuse details instead of retyping
HOW IT FITS THE DAY
A simple working flow.
1
Add the customer once
2
Use them on a quote or job
3
Keep job addresses connected
4
Reuse their details
5
See the history in one place
YOU DO THE TRADE.
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