Customer import
Bring contacts in from anywhere.
Replaces a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Every customer, every site, every job — one record.
Full history per customer with multiple sites, notes, tags, certificates and the complete timeline of quotes, jobs, invoices and messages. Import from your old software in one click.
Anyone in the office can pick up any customer call and know exactly what happened last time.
- Lives on the job, the customer and the site it belongs to — not in a separate tool with its own login.
- Available on the web and in the offline-first mobile app, so it is completed on site rather than back at the office.
- Every record is timestamped, attributed to whoever created it, and kept in the audit log.
- Included for every user across all 58 trades, with no per-user fee.
Step 06 of the job: paid
The customer pays by card, Apple Pay or Direct Debit. Xero or QuickBooks are updated. A review request goes out. And eleven months later, the annual service reminder books the next job.
Customer import is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does customer import replace?
For most trade businesses, a phone contacts list and someone's memory. Anyone in the office can pick up any call and know exactly what happened last time.
Does customer import work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Customer import is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and customer import is switched on with your trade's templates already in place.
Put customer import to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.