Customer and site management
Keep every customer and their sites organised, with access notes, hazards and history in one place.
Tradescraft manages business and residential customers with their billing details and terms, and stores every site under them with access notes, hazards and GPS. Each site's full job history sits against it, so you always know where things stand.
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
Filter by type or role, and see each customer's contact person, phone, payment terms and how many sites they have at a glance. Every job sits under a site and every site under a customer, so a customer's whole history - sites, access notes, jobs and invoices - hangs together instead of living in scattered notebooks.
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.
- See each site's full job history, newest first.
Everything ties together
- Every job sits under a site, and every site under a customer.
- Site requirements feed the compliance check that gates dispatch.
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?
- Each site's full job history sits against it, newest first, so you always know where things stand with a customer without digging through old paperwork.