Core apps
Customer Records
Give customers a single place for bookings, documents, invoices and messages.
Built on: Enquiries and Customer Records
Example build. Not available to buy as shown, but we can build you something similar on the same Base.
Similar builds from £995
Web App
See it running
Phone screenshot of the live app.
What it does
Customer Records is a branded login for the people who buy from the business. It reduces WhatsApp threads and lost PDFs by putting the operational relationship in one place.
Problem solved
Repeat-service businesses often run customer communication across inbox, text and paper. Customer Records makes the relationship inspectable.
Workflow
- 1Customer receives access
- 2Views bookings and documents
- 3Sends a request or message
- 4Business responds in the customer system
- 5Record stays complete
Features
Bookings and schedules
Customers can see upcoming work and request changes.
Documents
Agreements, reports and invoices sit with the customer record.
Messaging
Operational messages stay attached to the job, not a private phone.