All Your Customers in One Place — With Full Job History
A CRM built for contractors. Store customer info, view job history, track communications, and tag customers for follow-up marketing.
What you get
Complete customer profiles with full job history
Auto-logged quotes, jobs, invoices, and communications
Search and filter by name, phone, address, or custom tags
Track lifetime customer value
Identify re-engagement opportunities (past customers due for service)
Custom notes and tags per customer
One-tap call or text from customer profile
Import customers from contacts or CSV
How it works
Your customers are your business. Losing a phone number, forgetting a follow-up, or not knowing a customer's job history costs you repeat business and referrals.
thecontractor.app's customer management gives every customer a profile with their complete history — every quote, every job, every invoice, every photo, every note. When a past customer calls, you can pull up their entire relationship in seconds.
Add customers from a quote, a booking request, or manually. Store name, phone, email, address, and custom notes. Tag customers for segmentation (VIP, residential, commercial, follow-up needed).
Every interaction is logged automatically. When you send a quote, it appears on their timeline. When you complete a job, it's recorded. When they pay an invoice, you see it. No manual logging required.
The customer list is searchable and filterable. Find anyone instantly by name, phone, address, or tag. Sort by most recent job, highest lifetime value, or customers who haven't booked in 6+ months (re-engagement targets).
For repeat business: view what services each customer has had done and when. A customer who got their driveway pressure washed 12 months ago is likely ready for another wash — and you can reach out proactively with a quote.