SimplySub gives subcontractors a central place to manage customer information, related jobs, financial activity, notes, files, contacts, and follow-up tasks. The customer area works as a practical CRM, helping teams keep important account details organized and accessible from the office or the field.
What this Feature Spotlight covers
This video walks through the main customer management tools available in SimplySub.
- Adding customers manually or through a bulk import
- Creating a customer while setting up a new job
- Managing customer details, contacts, and custom fields
- Reviewing estimates, invoices, payments, purchase orders, and transactions
- Adding and sharing customer notes from a mobile device
- Uploading customer-related files and documents
- Viewing related jobs and customer activity
- Creating assigned follow-up tasks with due dates
Why it matters
Customer information can easily become scattered across email, spreadsheets, text messages, and accounting software. SimplySub brings those details together so subcontractors can see the full customer relationship in one record.
Each customer record can include related contacts, custom fields, financial history, uploaded files, job progress, notes, and an audit log of account activity. Teams can also create estimates, invoices, jobs, and payments directly from the customer page.
Customer notes can be added from a mobile device using talk-to-text, categorized for easier filtering, and shared with other team members by text or email. This makes it easier to document field conversations and keep the office informed.
Built to stay simple
A customer can be created with only a name, whether the customer is an individual or a business. Existing customer lists can also be imported from QuickBooks or another system instead of being entered one at a time.
Customer fields save automatically when updated, and the layout can be adjusted using custom fields, categories, and drag-and-drop organization. Important actions remain visible while scrolling, so users can quickly create a job, estimate, invoice, or payment from anywhere on the record.
SimplySub also lets teams assign customer-related tasks to specific employees, add due dates, and send reminders so important follow-up work does not get missed.