Customer management for trades businesses
In the trades, the customer record is worth more than the lead. You already know their panel, their unit, their roof and when you last touched it. That history is where the next job comes from, and it is usually locked in one person’s memory.
// Job pipeline
Lead
2Bathroom remodel
Miller residence · Aurora
Fence install
Lincoln Elementary
Estimate
2Heat pump replacement
Bergman residence · HVAC
$17,991
New construction wiring
Harmon Builders
$8,450
Job
2Roof replacement
1420 Linden St.
$34,200
Office repaint
Prairie Family Dentistry
$4,980
Closeout
1HVAC maintenance
Bergman Law
$1,240
From first contact to closeout — every job in one view.
One history per customer
Calls, estimates, jobs, invoices, photos and notes sit under the customer. When they call about “the thing you did last spring”, you find it in seconds.
Equipment on record
The units you installed stay attached to the property — model, serial, install date and warranty. Service calls start informed rather than diagnostic.
Leads that do not go cold
Every inbound call and web form becomes a lead with an owner and a next step, so following up does not depend on somebody remembering.
// Job pipeline
Lead
2Bathroom remodel
Miller residence · Aurora
Fence install
Lincoln Elementary
Estimate
2Heat pump replacement
Bergman residence · HVAC
$17,991
New construction wiring
Harmon Builders
$8,450
Job
2Roof replacement
1420 Linden St.
$34,200
Office repaint
Prairie Family Dentistry
$4,980
Closeout
1HVAC maintenance
Bergman Law
$1,240
From first contact to closeout — every job in one view.
Common questions
- Can I import my existing customers?
- Yes, from a spreadsheet or from most common systems.
- Do web leads come in automatically?
- Yes. Forms on your WorksiteBase website create a lead directly — no copying from an inbox.
- Can I see which customers are due for service?
- Yes. Filter by equipment age or last service date and turn the list into a campaign.