Client Records
Every client, contact and asset in one directory.
One directory, not a spreadsheet
Client Records replaces the scattered spreadsheets, sticky notes and shared inboxes most teams use to keep track of who their customers are. Every client gets a single record that holds their contacts, sites, assets, agreements and the full history of work you have done for them.
Because everything lives in one place, a new starter can get up to speed on a client relationship in minutes instead of hunting through old email threads and asking colleagues what they remember.
Contacts, sites and assets on one record
A client is rarely one person and one address. Client Records lets you attach multiple contacts, multiple sites and every asset you look after, so the whole picture of an account sits on a single page.
Each asset can carry its own notes, linked credentials and documentation, so when a job comes in you already know what you are working with before anyone picks up the phone.
Built for handoffs
When a technician escalates to a manager, or a project moves between team members, nothing gets lost. The full history travels with the record, not with the person who happened to handle it last.
That means no more 'ask Dave, he set that up', the answer is on the record, available to anyone with the right access.
Search that actually finds things
Every client, contact and asset is searchable from one bar. Type a company name, a person, a domain or a serial number and land on the record you need, rather than scrolling through folders.
As your client list grows, the directory grows with it. There is no point where a spreadsheet becomes too big to be useful, because the structure does the organising for you.