Customer Management
Every customer. Every job. Every detail.
Your complete customer database, full job history, and automated communications — all in your pocket, searchable in seconds.
Your entire customer list, searchable in seconds
Whether you have 10 customers or 10,000 — finding the one you need takes under a second. Search by name, address, phone number, or job type and jump straight to their complete profile.
- Unlimited customer contacts and profiles
- Search by name, address, phone, or email
- Add custom tags to group and filter customers
- See open quotes, active jobs, and unpaid invoices at a glance
- Import existing contacts in minutes
- Multiple site addresses per customer
Instant search
Find any customer by name, suburb, phone, or email. Results appear as you type — no waiting, no scrolling through long lists.
Tags & filters
Tag customers by type — residential, commercial, body corporate — then filter your list to see only the ones you need. Organise your book your way.
Easy import
Already have customers in a spreadsheet or another system? Import them in minutes. We'll match duplicates and keep your list clean.
Walk into every call fully briefed
Before you pick up the phone, you can see every job, every quote, and every invoice for that customer — with dates, amounts, who did the work, and what was found. No more "let me check on that and get back to you."
- Complete quote history with accepted / declined status
- Every job with date, staff member, and completion notes
- Invoice amounts and payment status per job
- Photos attached to past jobs visible on the profile
- Site notes, access instructions, and special requirements
- Total lifetime revenue per customer
Complete history
Every quote, job, invoice, and photo is linked to the customer and stored forever. Nothing is ever lost when staff leave or phones get replaced.
Revenue tracking
See total revenue, outstanding invoices, and average job value per customer. Know who your best customers are at a glance.
Site notes
Record site access codes, specific customer requirements, parking instructions, and dog warnings. Your team always has what they need before they arrive.
Keep customers in the loop — without lifting a finger
Set your communication preferences once and let Stringline handle the rest. Booking confirmations, appointment reminders, and follow-ups go out automatically — all branded with your business name and number.
- Instant booking confirmation the moment a job is created
- 24-hour appointment reminder by email
- Quote follow-up nudge if the customer hasn't responded
- Invoice payment reminders at 1, 7, and 14 days overdue
- All messages use your business name as the sender
- Customise the wording to match your style
Booking Confirmation
Sent instantly when a job is created or a quote is accepted. Customer knows the job is locked in.
Appointment Reminder
Automatically sent 24 hours before the job. Dramatically reduces no-shows and last-minute cancellations.
Quote Follow-up
If a customer hasn't responded to your quote in 2 days, a friendly follow-up goes out automatically on your behalf.
Payment Reminders
Overdue invoices trigger polite reminders at 1, 7, and 14 days. No awkward phone calls needed.
From customer profile to on-site — without switching apps
Every customer profile has their phone number, email, and site address one tap away. Call them, send an email, open directions, or create a new job — all from the same screen.
- One tap to call directly from the job or customer card
- Email the customer from within the app
- Tap site address to open GPS directions immediately
- Create a new quote or job from the customer profile
- Log multiple contacts per customer — owner, site manager, accounts
Your customer relationships, organised
From first contact to repeat business — every interaction in one place.
Add your customers
Import your existing contacts or add them manually in seconds. Every future quote, job, and invoice links to their profile automatically.
Everything recorded automatically
Every quote sent, job completed, and invoice raised is attached to the customer. No manual filing. No missed history.
Comms run on autopilot
Reminders, confirmations, and follow-ups go out automatically. Customers stay informed. You stay focused on the work.
"I never lose track of a customer anymore. Everything is right there — what we did, what we charged, when we were last there. A customer called last week about a job we did two years ago and I had the full details up before they finished the sentence."
Ready to get your customer book organised?
Start your free 14-day trial. No credit card required. Your whole team can be onboarded in an afternoon.
14-day free trial · No credit card · Cancel any time