Customer Relations & Messaging
Know Your Customers, Communicate Clearly
Unified profiles, integrated messaging, customer flags, and equipment notes — so your team always has the full picture and nothing falls through the cracks.
Unified Customer History
Every service order, rental contract, purchase, and message — all on one customer profile. No more digging through separate systems to understand a customer's full relationship.
- Service, rental, and POS history in one view
- Equipment-specific history per customer
- Total lifetime value at a glance
Integrated Messaging System
Send messages tied to any service order, rental, or customer. Route to specific team members, add observers, and track read receipts — no external email needed.
- Context-linked to orders and rentals
- Read receipt tracking
- Observer and recipient routing
Customer Flags & Alerts
Flag customers with warnings or critical alerts — visible to your whole team before they take on new work. Prevent repeat issues and protect your business.
- Severity levels: info, warning, critical
- Visible across all modules
- Protects against problem accounts
Internal Notes & Equipment Notes
Leave internal notes on customer profiles and specific equipment. Recurring issues, preferences, and quirks are captured so every team member is in the loop.
- Customer-level and equipment-level notes
- Timestamped with author
- Team-wide visibility
Message Tasks
Turn messages into actionable tasks. Assign follow-ups, track completion, and ensure nothing falls through the cracks — all within the conversation thread.
- Tasks attached to messages
- Completion tracking with timestamps
- No forgotten follow-ups
Observer Tracking
Add observers to any conversation so managers or regional directors stay in the loop without cluttering the main thread — full visibility, zero noise.
- Silent oversight for managers
- Read receipt tracking for observers
- Keeps conversations clean