Problem
Why teams need this
Customer details are often split across phones, spreadsheets and chat histories.
Product workflow
- 1Capture an enquiry
- 2Match or create the customer
- 3Attach an asset or location
- 4Quote and schedule work
- 5Retain the complete service history
Operational benefits
Less duplicate entry
Fewer lost enquiries
Continuous asset history
Tenant-isolated records
Product screens use demonstration data unless explicitly identified as a signed-in customer workspace. Availability of Meta messaging depends on the customer's authorisation and Meta approval.