Customer records & history
Every customer. Every job, on record.
Each customer in SendWork has one record: their details, every address you work at, and every job you've done for them — booked, in progress or finished. Open any job and its estimate, invoice, payments and history are right there. Find anyone in seconds, and add a new customer without leaving the job you're booking.
RAActive
Alvarez Property Group · sample customer, invented details
- Contact2 phones · 1 emailMobile is the default
- Locations3 service locationsDirections to each
- Jobs14 jobs · 2 openPending, active, completed
- Unpaid1 completed jobSeen at a glance
- HistoryEvery job's storyOne click away
Open a customer
One record. Everything about them.
In SendWork a customer isn't just a name in a list. Each one is a record that grows with every job, so whoever answers the phone can see who they are, where you work for them and what you've done — without asking around.
- Find them in secondsSearch by name, email, phone, company or address — a phone number works typed as plain digits too. Narrow the list by status, company or tag.
- Their details, in one placePhones and email, company, residential or commercial, where they came from, your notes and tags — and every service location, each with directions.
- Every job you've done for themThe Activity tab lists their jobs as pending, active and completed, with a count of what's open, canceled and still unpaid.
- Open any job. Every tab, right there.Keep scrolling and the job opens tab by tab: its details, the estimate they accepted, the hours on the Time Tracking tab, the invoice built from them, the payment, and the job's history — all read-only from the customer's record.
New customers
Book the job. The customer's added as you go.
No separate data entry. In Create Task, start typing the customer's name. If they're new, press + and add them right there: a name is all it needs, with an email and phone if you have them. The address you book becomes one of their service locations.
Type a name that's already in your list and SendWork picks that customer instead of making a copy.
Keep the list clean
A customer list that stays useful.
The small things that keep a few hundred customers easy to work with.
Tags you choose
Tag customers your way — monthly service, commercial, three sites — with suggestions from the tags you already use. Filter by any of them.
Residential or commercial
Set the customer type. Add a company name while booking and SendWork marks them commercial for you.
Where they came from
Note each customer's source — a referral, your website, the sign on the van — so you know what brings work in.
Several phones, one default
Mobile, work, home or other. Pick the number you call first.
Archive, don't lose
Archive a customer you no longer work for. Their record and job history stay, under Archived.
A link to every customer
Each customer record has its own address, so you can bookmark it or send it to a team member and land straight on it.
Before you choose
Questions about customer records
Straight answers on finding customers, their addresses, their job history and what they can see.
Where can I see everything we've done for a customer?
On their record, under Activity: every job, sorted into pending, active and completed, with counts of what's open, canceled and unpaid. Open any job to see its estimate, invoice, payments and history.
Can one customer have several addresses?
Yes. Add as many service locations as you need — home, work or other — and choose a default. Each one opens directions in Google Maps.
Do I have to add customers before I book a job?
No. Add them in Create Task while you book. A name is the only thing required; the address you book is saved to their record.
What happens when I archive a customer?
They move to Archived, out of your everyday list. Their record and job history stay, so nothing is lost.
Can I find a customer from a phone number?
Yes. Search looks at names, emails, companies, phone numbers — typed with or without spaces and dashes — and addresses.
Can I import my customers from a spreadsheet?
Not yet. Add customers as you go — on the Customers page, or in a few seconds while you book their first job.
Can my customers log in and see their record?
No, there's no customer login. Your customers get emails about their jobs and a page to approve each estimate. The record itself is yours.
Get the keys early.
SendWork is opening founding-customer access in stages, starting in 14 countries. Founding customers get the first invitations, a person to help them get set up and a direct say in what gets built for their industry.
Launching with a 14-day free trial. No credit card required.