Customer and site management
Find contacts and sites separately, then follow their linked Jobsheets and work history.
Keep business and residential customers in Contacts, and browse work addresses in Sites. Each site links back to its contact. Open either record to find related Jobsheets, including completed work, with access notes, hazards and GPS kept against the site.
Every customer and site, organised
Business and residential customers in one list, each with their type, role, terms, contact person and how many sites sit under them - so nothing about a customer is scattered.
Customers and sites in one place
Find people and businesses in Contacts, or open Sites to browse their work addresses. See each contact's person, phone, payment terms and site count at a glance. Open a contact or site to find its related Jobsheets, including completed work, and follow the links between the records.
Customers and sites
- Manage business and residential customers with billing details, terms and balances.
- Store multiple sites per customer, with access notes, hazards and GPS.
- Open Contacts or Sites directly and follow the links between a customer and their work addresses.
Find related work and start the next Jobsheet
- See related Jobsheets across all statuses, including completed work, newest first.
- Filter a contact's history by site, including archived sites or work with no site assigned, and search titles or references.
- Start a new Jobsheet from a contact or active site, with those details already selected when your role permits creation.
- Site requirements feed dispatch checks when your business enables the compliance gate.
Common questions
- Can a customer have more than one site?
- Yes. A customer can have any number of sites, each with its own address, access notes, hazards and job history.
- Why do jobs have to sit under a site?
- So your history is always organised by where the work happened, and site-level hazards and ticket requirements can flow into safety and dispatch.
- Can I keep access notes and hazards on a site?
- Yes. Each site stores access notes, hazards and GPS, so the crew turns up knowing how to get in and what to watch for on that site.
- Can I see a customer's history at a glance?
- Yes. Open Jobsheets on the contact to see related work across its sites, including completed Jobsheets. Filter by site and status, or search a title or reference. Open in Jobsheets carries those filters into the full register.
- Can I find work for an archived site or without a site assigned?
- Yes. The contact's Site filter includes archived sites and No site assigned. Archived sites retain their history; the New jobsheet shortcut is available for an active selected site when your role allows creation.