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CUSTOMER MANAGEMENT SOFTWARE

All Your Customer Details Organized and at Your Fingertips

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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 organized with a comprehensive customer database.

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

customer management asset OCR

No Excuses for Poor Asset Management

Maintain asset lists for every job site, with better accuracy, and without the pain of doing it manually.

Take a data plate photo, and built-in optical character recognition (OCR) captures the make, model, and serial number on every asset every time.

Customer and Asset Management - Attach photos and videos to document your work

Definitely No Need for Time-consuming Notes

Skip the illegible job notes by video recording them or use 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
  • Sales pulling together a quote
  • Tracking progress on projects
  • Customers reviewing their records

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

 

Customer Management Software FAQ

What is Customer Management (CRM) Software?

Customer Management, or Customer Records Management (CRM), Software is used by contractors to maintain and manage comprehensive customer history, and crucial data pertaining to their equipment. It automatically alerts your team when critical tasks are needed — like servicing or replacing equipment.

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

Are Technicians Able to See Customer Records?

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

Technicians can access this information right from the BuildOps mobile app.

Trusted By Leading Commercial Contractors

BuildOps x Jackson Mechanical
BuildOps x Dynamic Systems, Inc.
BuildOps x Haynes Mechanical
BuildOps x Binsky Mechanical
BuildOps x SMACNA
BuildOps x The ICE Group
BuildOps x RC Store Maintenance
BuildOps x Baker Electric
holmes electric logo
associated builders and contractors logo
Gingerich Clean Burn logo
BuildOps x MCAA
Mechanical Contractors Association of Canada Logo
BuildOps x NECA
ELECTRI International logo
Paragon Electric logo

Book a Free Custom Demo, and We’ll Show You How It Works

Discover Why Commercial Contractors Trust BuildOps to Run Their Business