Know every customer, remember every job
Capture leads, track every interaction, and keep full job history on each client — so the next call starts where the last one left off and you spend less time digging for details.
Client records
People, companies, and properties with full job history, notes, and files attached.
Lead pipeline
Capture and qualify new leads through a clear stage-by-stage pipeline.
Job-site details
Addresses, access notes, and site photos saved to every client for the whole crew.
Activity timeline
Every call, message, quote, and visit in one chronological view.
Smart segments
Group clients by service type, location, source, or status in a click.
Import & export
Bring your existing customer list in, and take your data anywhere.
Captured from conversation
With the optional EZShare Pro mic, the details you mention during a call or site visit can be saved to the right client automatically — no typing afterward.