Know Your Customers Before You Knock
Every customer, property, and job in one place. See complete history, equipment details, and notes. Turn one-time jobs into repeat business.
How it works
Customer Management made simple
Complete Customer Profiles
Store contact info, property details, gate codes, and special instructions. Everything your team needs to do the job right.
Job History
See every estimate, invoice, and job for each customer. Know what you did last time without asking.
Notes & Photos
Add notes and photos to every job. Build institutional knowledge your whole team can use.
Follow-Up Reminders
Set recurring service plans and lead follow-up reminders so you reach out before the next visit is due.
Why it matters
Real benefits for your business
Not just features for features' sake. Every capability is designed to help you work faster and get paid sooner.
Win Repeat Business
Customers remember when you remember them. Reference past work and proactively reach out when service is due.
Impress Customers
"Let me pull up your file" beats "What was your address again?" every time. Look professional and prepared.
Train New Hires Faster
New team members can see customer history and notes. They show up informed, not clueless.
Never Lose Information
Customer data lives in the cloud, not in someone's head or on sticky notes. Access everything from anywhere.
FAQ
Questions about customer management
Yes. Add as many properties as you need for each customer. Great for landlords, property managers, or customers with vacation homes. Each address has its own job history.
Ready to try customer management?
Join the contractors building their business on Tallie. Start free — no credit card required.
Join the contractors building their business on Tallie. Start free — no credit card required.