Customer Management
Keep customers informed, reviewed, reactivated and referring.
- Job Status Updates
- Review Automation
- Reactivation Sequences
- Referral Tracking
- Lifetime Value by Source
Automatic job updates, review requests, reactivation campaigns and a clean client portal, so every customer knows what's happening and comes back with more business.
Most lost reviews, repeat jobs and referrals come from the same place: customers who never heard from you after the work was done.
Without automatic job updates, your office spends hours answering "where are we at?" calls and texts.
Nobody asks at the right moment, so your best work stays invisible on Google.
No reactivation, no referral tracking and slow warranty responses mean lifetime value walks away.
Keep customers informed during the job and engaged long after it, all on the same connected data.
Keep customers informed, reviewed, reactivated and referring.
Give homeowners and property managers a clean project experience.
Find recurring problems and shorten resolution time.
Grow reviews, repeat business and referrals without adding office staff.
Fewer status calls, clear warranty queues and every customer conversation in one place.
Spot recurring callbacks by job, crew or rep and fix the root cause faster.
We map your customer journey, job stages, review process and warranty workflow.
We link your CRM, job management and communication tools into one customer view.
Updates, review requests and the client portal go live, and your team gets trained.
We tune messages and timing with you, and add reactivation and referral campaigns.
Every module area shares the same connected data, so each one makes the others smarter.
When a job moves to a new stage in your system, such as scheduled, in progress or complete, the customer automatically gets a text or email update, so your office doesn't have to send them by hand.
Review requests go out automatically at the moment you choose, usually right after a job is completed and the customer is happiest, with follow-up reminders if they haven't responded.
Customers can see their job status, photos and progress updates, documents and invoices, and message your team directly, all in one clean place.
It tracks every claim by job, crew and rep and monitors how quickly your team responds, so you can spot recurring problems and fix the root cause instead of just the symptom.
Yes. The modules connect to the CRM and job tools you already use, such as GoHighLevel, so customer data stays in sync.
Yes. Many businesses start with Customer Management for job updates and reviews, then add the Client Portal and Warranty & Callbacks once the first module is running.
Book a demo and we'll show you how job updates, review automation and the client portal would work for your customers.
Tell us about your business and we'll get back to you within one business day.