Keep repeat customers, job history, invoices, notes and documents together so you always know what work was done before — even when it was three small jobs across two properties last year.
No card. Free to start — 3 clients.
A shelf in March, a door in June, a bathroom seal in November. Individually they are forgettable; together they are the reason a customer calls you rather than someone else. Every one is logged against the customer record.
Every invoice stays on the customer record with its date, amount and payment status. When someone asks what they paid last time, the answer takes seconds rather than a rummage through a folder.
Upload before and after photographs, receipts for materials and any paperwork against the job. It stays with the work rather than filling up your phone.
PPB Capture
Do not type it all out. Photograph your old customer pages and PPB Capture helps turn them into organised records you review before importing.
See how PPB Capture worksFree includes 10 invoices a month, projects, time tracking and 2 contracts with e-sign. Pro adds unlimited use, full portal branding and accountant access.
