CUSTOMER MANAGEMENT SOFTWARE

All your customer details organized and at your fingertips.

Get a Free Demo
Asset-level tracking for service agreements
customer management software for multiple properties

Create a world-class customer experience.

One customer typically means multiple jobs across many sites and even more contact info. Keep it straight with a comprehensive customer database.

Previous work, equipment, site contacts, and more are all tied together, so you can focus on providing great service and getting the job done right — no matter how many there are to manage.

customer management asset OCR

No reason for poor asset management.

Maintain asset lists for all your job sites, but with better accuracy and without the normal pain of doing it manually.

Built-in optical character recognition (OCR) allows you to simply snap a photo of a data plate, and capture the make, model, and serial number on every asset, every time.

And definitely no need for time-consuming notes.

Skip the sloppy job notes by recording them on video or even talk-to-text. Photos and videos captured by techs on-site provide further context for the job and proof of work.

Helpful for:

  • Techs revisiting a work site
  • Salespeople pulling together a quote
  • Tracking progress on projects
  • Customers reviewing their records

Simplify your team’s jobs, and create a better customer experience in the process.

 

BuildOps Customer Experiences

Customer Management Software FAQ

What is Customer Management (CRM) Software?

Customer Management, or Customer Records Management (CRM), Software is used by contractors to maintain a comprehensive customer history, as well as crucial data pertaining to their equipment. More importantly, it automatically alerts your team when critical tasks need to be performed — like servicing or replacing equipment.

As a result, you’re able to provide a better customer experience, while increasing revenue and efficiency.

Are my technicians able to see customer records?

Absolutely. In order to provide a consistent customer experience, technicians require access to these records. BuildOps customer profiles include important account notes, contact information, and past work orders, as well as visual documentation of completed and recommended work.

Technicians can access this content straight from the BuildOps mobile app.

Trusted By Leading Commercial Contractors

service first commercial hvac logo
associated builders and contractors logo
Mechanical Contractors Association of Canada Logo
holmes electric contractors logo
tarpy plumbing heating and air conditioning contractor logo

Book a free custom demo, and we’ll show you how it works.

Discover why commercial contractors trust BuildOps to run their business.