Customer timeline
Every job, quote and message in one view.
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.
- Every quote, job, invoice, message, certificate and payment for that customer in date order
- Anyone in the office can pick up a call and see exactly what happened last time
- Notes and photos attached where they belong rather than in somebody's inbox
- The history follows the property too, which matters for landlords and letting agents
Step 01 of the job: enquiry
A customer fills in your booking form at 9pm. Gaffer creates the lead, texts them back within seconds, tells you where the enquiry came from, and puts it in your pipeline before you have even seen it.
Customer timeline 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 timeline 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 timeline 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 timeline 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 timeline is switched on with your trade's templates already in place.
Put customer timeline 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.