Customer Management
Call List empowers you and your team to deliver personalized service by tracking all your customer information, ensuring that every interaction is tailored to their unique needs and preferences, making them feel like they are your top priority.
Client Details
With Call List, you can access customer information through the intuitive dashboard, which includes addresses with directions. This allows you and your team to quickly and easily find customer locations, reducing the risk of getting lost or delayed en route to a job.
Client search
With Call List search tool, you can quickly and easily find all the information you need about your clients, jobs, and invoices. Use the client search function to access a client’s full history instantly, eliminating the need to scramble for information in the middle of a call. With Call List, you’ll have all the information you need at your fingertips, helping you provide personalized service that will make every client feel like they’re your top priority.
Notes and Attachments
Call List makes it easy to attach photos and collect signatures within the app. Whether you need to attach photos of completed work or a signed contract, you can access and store this information securely in one place. This means you’ll always have access to a client’s complete and detailed history, whether you’re in the office or out in the field. You can also add notes and attachments to individual jobs you complete for a client, ensuring that you have all the information you need to provide top-notch service.
