Every Customer. Every Job. One Place.
Store customer information, job history, notes and communication records in a single organized system.
Oakridge Commercial Group
4 Properties • 12 Active Contracts
The Perfect Workflow
Real-World Scenarios
Returning HVAC customer
Repeat plumbing customer
Commercial electrical client
Service History
Never walk into a job blind. See every past quote, invoice, and completed job for any customer before you even arrive on site.
- Mobile friendly
- Real-time sync
- Built for solo operators
Oct 12, 2025
AC Unit Replaced • $4,200
May 04, 2024
Spring Tune-Up • $149
Job Records
Keep all job-specific details neatly organized. Attach photos, manuals, diagrams, and inspection reports directly to the job file.
- Mobile friendly
- Real-time sync
- Built for solo operators
Customer Notes
Leave internal notes about access codes, pets, or specific customer preferences to ensure a flawless experience every time.
- Mobile friendly
- Real-time sync
- Built for solo operators
Gate code is 4920. Watch out for their dog (Buster) in the backyard, very friendly but tries to escape.