Know Your Clients Inside and Out
Every client interaction in one place. See their complete history, preferences, past jobs, and communications so you can deliver personalized service every time.
Sarah Mitchell
Client since Jan 2023
12
Total Jobs
$4,850
Lifetime Value
8
Referrals
Complete Service History at Your Fingertips
Never ask "have we been here before?" again. See every past job, estimate, invoice, and note for each client. Know what was done, when, and by whom before you even arrive on site.
- View all past jobs and invoices
- Photos and notes from previous visits
- Equipment and property details
Service History
AC Maintenance
Nov 15, 2024
$185
Completed
AC Repair
Aug 22, 2024
$425
Completed
Spring Tune-Up
Mar 10, 2024
$149
Completed
Emergency Repair
Jan 5, 2024
$380
Completed
Communicate with Confidence
Send appointment reminders, job updates, and follow-ups via SMS or email, all from within WorkZen. Every message is logged to the client's profile, so your team always knows what's been said.
- Two-way SMS and email messaging
- Automated appointment reminders
- Complete communication history
Multiple Properties? No Problem.
Some clients have multiple properties like vacation homes, rental units, and commercial buildings. WorkZen lets you track each property separately while keeping them all under one client profile.
- Unlimited properties per client
- Property-specific equipment records
- Access codes and gate instructions
Sarah Mitchell's Properties
3 locationsPrimary Residence
123 Oak Street, Austin TX
8 jobs completed
Lake House
456 Lakeside Dr, Austin TX
3 jobs completed
Rental Property
789 Elm Ave, Austin TX
1 jobs completed
Frequently Asked Questions
Everything you need to know about client management
Yes! Import clients from CSV/Excel files or sync from QuickBooks. We'll map your fields and deduplicate records automatically.
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