Keep the customer context when the next move comes in
Keep moving customer contacts, addresses, jobs, quotes, notes and tasks together, and reuse saved sites with human-reviewed address verification.
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The customer stays connected
- Contacts and addresses
- Save who to reach and the locations the team has checked.
- Jobs and quotes
- See the work and estimates attached to this customer.
- Notes and tasks
- Keep the conversation and the next follow-up in context.
The relationship lasts longer than one survey
A new job can use an existing customer or create a new one. The customer record brings together contacts, addresses, notes, tasks, jobs and quotes, giving your team a place to look before asking the customer to repeat something.
How it works in practice
Step 1
Find or create the customer
Start the job with the right customer attached. Keep contact details and status with the customer record rather than recreating them in every quote.
Step 2
Check the locations
Reuse origin and destination sites across jobs. Address suggestions and a US Census check can help, with a person accepting the result and a map pin available to adjust.
Step 3
Continue the conversation
Review the customer's jobs, quotes, notes and outstanding tasks together. Keep useful context available for the next person who handles the request.
What is included
Customer records
Each customer keeps their status, contacts, notes, tasks, jobs, quotes and addresses. A new job picks or creates the customer, and you can load sample data and remove it.
Saved sites with address verification
Origin and destination sites are reused across jobs and shown on a map, with a draggable pin. Address suggestions and a US Census check are offered, and a person accepts the result.
What to keep in mind
Address suggestions are aids, not proof that a truck can access a property. Confirm parking, entrances and restrictions with the customer and keep those instructions on the job.
Can we reuse an address on another job?
Yes. Saved origin and destination sites can be reused across jobs. Your team reviews suggested address verification and can adjust the map pin.
Connected to the rest of the move
Put customer records to work
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