Customer management
Keep the person behind the job in view.
Organize customer contact and address details alongside the service work, estimates and invoices your team needs to find.
Welcome back, Avery.
Your work with Phillips Home Services
01 / The workflow
Start with a useful record
Keep names, contact details and address information in a customer record so the next conversation starts with context.
- Names and contact details
- Address information
- Connected work records
02 / The workflow
Follow the work from the customer
Use customer context as you prepare estimates, arrange jobs and review invoices. Keep the commercial record connected to the person receiving the service.
- Estimates
- Jobs and assignments
- Invoices
03 / The workflow
Bring an existing customer list
Upload a CSV, review the preview and map fields before starting the import. Check status and errors after processing.
- CSV preview
- Field mapping
- Import results and errors
Before you decide
A few useful answers.
Is this a full sales and marketing CRM?
The workflow here centers on customer records and service work. Check marketing campaigns, sales forecasting and third-party CRM synchronization requirements separately.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.