Manage Customers

Your customers are your business. Every job, every invoice and every referral starts with them, and the way you keep track of them says a lot about the service they can expect. Command Force gives you one fast, simple home for every customer — and connects it to everything else you do, from estimates and work orders to invoices and payments.

Everything About Every Customer, In One Place

No more sticky notes, scattered spreadsheets or digging through old emails. Each customer record keeps:

• Full name and company name, if there is one
• Street address, city, state and ZIP code
• Phone number and primary email address
• Extra email addresses for the other people in the loop
• Your private notes — who's a great customer, and what to keep in mind before the next visit

The Right People, Always Informed

Decide exactly who receives what. Choose whether the customer's primary email gets estimates, invoices, work orders and bad-weather alerts, then add more addresses for the accountant, the property manager, the business owner, a family member or the homeowners' association. Everyone who needs to know, knows — automatically, every time.

Find Anyone In Seconds

Your customer list is clean and organized by name, company, address, email and phone. Click any column title to sort it, and click again to reverse it. Start typing in the search box and the list instantly narrows to the matches. Email addresses are live links, so one click starts a new message.

Edit In A Click

Click a customer's name and the editor opens right on top of your list. Update details, adjust who gets which emails, add a note, and save. Your changes are checked as you submit them, so bad data never sneaks in. From the same row you can jump straight to the invoices you've issued to that customer and the payments they've made.

Active, Inactive — And Never Truly Lost

Filter your list to active, inactive or deleted customers so you see only what matters right now. Need to remove a customer? Click the red delete button on their row. Changed your mind? Deleted customers can be brought back, history and all.

Give Every Customer Your Best

When your records are organized, your service shows it. Customers notice when you remember the details, keep them informed and never lose track of a request. Start your membership today — your first seat is always free.

Questions about managing your customers with Command Force? Call us at 801-253-2564 or email us at info@commandforce.com.