SimplySub gives subcontractors one central place to manage customer information and everything connected to that customer.
Each customer gets their own record where your team can view contact details, jobs, financial activity, contacts, notes, files, tasks, sheets, and record history. Customer information is available on desktop and mobile, helping your team access the same information whether they are in the office or out in the field.
What this Feature Spotlight covers
In this video, you’ll see how to:
- Search for existing customers and quickly add new customer records
- Bulk import customers from an Excel spreadsheet
- Create a customer while creating a new job
- Update customer details with automatic saving
- View and filter jobs associated with a customer
- Review estimates, invoices, payments, and other financial activity
- Add customer contacts such as project, billing, or payment contacts
- Store and categorize customer notes
- Upload files and documents directly to the customer record
- Create customer-related tasks and subtasks
- Store flexible information using customer Sheets
- Review the audit log to see what changed and who made the change
Keep customer information connected
Customer information often ends up spread across spreadsheets, inboxes, phones, folders, and individual employees. SimplySub brings those details together so your team has one place to find the information connected to each customer.
You can quickly move from a customer record into their jobs or financial activity, search for specific estimates or invoices, and keep important contacts and notes alongside the rest of the account history.
More than a contact list
Customer records can also serve as a starting point for everyday work. Your team can create jobs, estimates, invoices, and payments directly from the customer record, as well as assign follow-up tasks when something needs attention.
For information that does not fit neatly into standard customer fields, SimplySub Sheets provide a simple spreadsheet-style area for storing additional customer-specific data.
Built to stay simple
SimplySub keeps customer management straightforward. Add a customer, update their information, and everything connected to that customer stays organized in one record without requiring a separate CRM or complicated workflow.