Customers and properties

Create a customer, their properties and each property's regular service in one save, or add them while you book their work.

Give a customer more than one address, each with its own access instructions, service, price and visit history.

Record how to get in at each property and whether you hold a key, and let the customer update their own access instructions.

Every customer has their own page with no login, showing their visits, access instructions and agreement. Send, copy or open the link.

Stop a customer's page link working at once, for one customer or for every customer, and send new links if you want to.

Pause visits at a property for a while, end one property, or end a customer with a reason. Ended customers move to Past customers.

Archive a customer to hide them and keep everything, or delete their personal details for good when they ask you to.

Find customers on the Customers page by name, address, postcode or email, and narrow the list with filter boxes and sorting.

The page for one customer, top to bottom: details, their page link, the agreement, each property and its service, history and mail.