Customer CRM
Keep customer history, property data, and communication in one profile.
What hurts today
When customer context lives in scattered systems, service quality drops.
How JobHelm handles it
A field-service CRM built around people, properties, and service timelines.
Dispatch Board
Monday, Mar 8
Crew A
Lead: Marcus Lee
Water heater install
Crew B
Lead: J. Patel
Main line leak repair
Crew C
Lead: K. Alvarez
Panel replacement
Crew D
Lead: T. Nguyen
AC no-cool diagnostic
What you can do
Customer + property timelines
Notes, photos, and documents in one record
Segment by service history and value
Smart search by address, phone, or invoice
Role-based access for office and field
How it works
Step 1
Create profile
Step 2
Track every interaction
Step 3
Reuse context instantly
What this changes for your business
You cut admin time in customer crm and keep jobs moving.
You get clearer visibility while the day is still in motion.
You close jobs cleaner, send invoices faster, and collect sooner.
Add-ons that pair well
Marketing Automation
Customer Communication + Reminders