Clients

Who they are, what's happened, and what happens next.

The profile

• The whole relationship. Lifetime revenue, balance, every job past and future.
• The details that matter on site. Properties, access notes, gate codes, documents.
• A status that means something. Overdue, job today, open estimate, member, needs a call.
• Act from the page. Book work, build an estimate, raise an invoice.

The lead queue

• Booked callers become clients automatically.
• Callers who hang up become leads, with the call attached.
• Sorted by what's next. Needs Follow Up, New, Ready to Book, Waiting on Estimate, In Progress, Lost.
• Stale leads get flagged before they go cold.
• Converting is careful. Matches on link, phone, or email. Never a name.

Memberships

Recurring plans run through Stripe, with status on the profile so whoever answers knows who's calling.

Import your existing list by CSV, with a preview before anything is created.