Every customer, every site, every can they've ever had.
A contractor with twelve active sites and a homeowner with one driveway need different things. Customers handles both without turning into a sales CRM you have to feed.
Plan availability: Included on every plan. · Compare plans
Accounts and sites
Residential, contractor, commercial and municipal types. Saved jobsites with placement notes, gate codes and PO numbers, so the third order for a builder takes seconds.
- Customer types
- Saved jobsites and POs
- Per-customer pricing template
Pricing and terms per customer
Assign a pricing template, set invoice terms and a credit limit, mark tax-exempt with the exemption number, and put a hold on accounts that owe you. The per-customer Pricing Studio shows exactly what they pay.
- Per-customer pricing template
- Invoice terms and credit limit
- Tax-exempt handling
History that answers the phone
Orders, invoices, payments, signed documents, photos, notes and every event with who did it. Tags and lead sources feed the Lead sources and Retention reports.
- Tax-exempt handling
- Full history and events
- Tags and lead sources
Import and export
Bring customers in from a CSV with the import wizard; export any list. Team members are assigned as account owners.
- Tags and lead sources
- CSV import / export
What you get with Customers & CRM
- Customer types
- Saved jobsites and POs
- Per-customer pricing template
- Invoice terms and credit limit
- Tax-exempt handling
- Full history and events
- Tags and lead sources
- CSV import / export
Frequently asked
Can I limit which users see customer financials?
Yes. Roles (owner, admin, dispatcher, driver, viewer) plus per-user permission grants control what each person sees.
Related features
Dispatch board
Routes, drivers, live map. Stop running dispatch out of a group text.
Explore Dispatch board →Driver app
iOS & Android for the field. Built for the owner-operator who is also the driver, and for crews of a dozen.
Explore Driver app →New Order & quoting
One-screen booking with live pricing. The phone rings, and 90 seconds later the dumpster is booked, priced, on the dispatch board and the customer has a signed agreement in their inbox.
Explore New Order & quoting →