Contact Notes

Keep up with customer calls and other significant customer interactions with one concise system. Now, when a customer calls, you can document the nature of the call along with any follow-ups needed in one place where everyone would have access.  No more fumbling around to see who took that call.

If the call leads to a need for on-site service, contact notes can be easily migrated into a work order without having to enter all that information again. And, when the work order is closed, the contact notes are updated with the work performed.

You now have one place where you can view all work and other contact with the customer.  So, no more searching different work orders, invoices, etc looking for when a certain service was performed, or when that call came in.