CUSTOMER MANAGEMENT SOFTWARE

Create a world-class customer experience.

commercial contractor customer job history

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commercial hvac crm software

One customer. Multiple jobs across many sites. No problem.

Organizing your customers’ information has never been easier. BuildOps’ customer management module enables your team to access customer history with a simple tap or click.

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 keep track of.

customer management software for multiple properties

Full equipment history when your techs need it most.

Built-in optical character recognition (OCR) makes managing equipment and maintenance schedules a breeze. Snap a photo of a data plate, and BuildOps automatically pulls the make, model, and serial numbers.

On-site videos provide further context and proof of work, and techs can easily include them in customer records as well.

 

BuildOps Customer Experiences

Customer Management Software FAQ

What is Customer Management (CRM) Software?

Customer Management, or Customer Records Management (CRM), Software is used by commercial service contractors to maintain a comprehensive customer history. 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.

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

Discover why commercial contractors trust BuildOps to run their business.