Customers
Customer management software that remembers every property, unit, and visit.
When a customer calls, everyone sees the same story — what's installed, what was quoted, what's owed, and what was promised.
14-day free trial. No credit card.
How it works
How customer management works in Homeforce
Customer records fill themselves from calls, jobs, estimates, and payments — no separate CRM to keep updated.
Multi-property
Owners, tenants, and every address they care about.
One customer can own a home, a rental duplex, and a lake cabin. Each property keeps its own access notes, gate codes, equipment, and job history, while billing rolls up to the right person.
Equipment history
Know what's installed before the truck rolls.
Make, model, serial, install date, warranty, refrigerant type, and photos for every unit. Techs walk in knowing the age of the system and what was replaced last time.
Conversation history
Every call, text, and email in one thread.
Recorded calls, two-way texts, emails, and portal messages live on the customer record. Whoever picks up next sees exactly what was said and promised.
Smart lists
Find the right customers in seconds.
Filter by equipment age, membership status, last visit, lifetime value, or open estimates. Save the list and use it for a call campaign, a postcard, or a technician's follow-up route.
What it can look like
Illustrative example: a 4-person office handling about 60 calls a day for a 10-tech shop
- per customer, replacing notes split across spreadsheets, texts, and paper files
- 1 recordper customer, replacing notes split across spreadsheets, texts, and paper files
- saved per call if CSRs stop asking for details already on file
- ~45 secsaved per call if CSRs stop asking for details already on file
- back each day across 60 calls at that pace
- 45 minback each day across 60 calls at that pace
- aging-system customers surfaced by one saved filter — ready for outreach
- 214aging-system customers surfaced by one saved filter — ready for outreach
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Customer management connects to the rest of Homeforce — no exports or re-typing.
- Customer portalSelf-serve approvals, payments, and history for customers.
- Memberships & service agreementsRecurring revenue that renews, bills, and schedules itself.
- Two-way textingText customers from one shared, business-owned number.
- Marketing campaignsEmail, SMS, and postcards aimed at your own customer list.
- Call trackingKnow which ads ring the phone and which calls book.
- Sales pipelineTrack every open estimate and lead until it closes.
FAQ
Customer management questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Can I import my existing customer list?
Yes. Our migration team imports customers, properties, equipment, job history, and open balances for you at no charge, and reviews the results with you before go-live.
How are landlords, tenants, and property managers handled?
A customer can have multiple properties and multiple contacts per property. You choose who receives arrival texts, who approves estimates, and who gets the invoice.
Do techs see customer details in the field?
Yes. The mobile app shows the customer's history, equipment, notes, and open balance for the job they're on — and it works offline, syncing when a signal returns.
Can I control what each role can see?
Yes. Roles and permissions control access to pricing, balances, call recordings, and customer exports, so techs see what they need and nothing more.
Does customer data sync to QuickBooks?
Customer names, billing addresses, and invoices sync to QuickBooks, so your books and your customer records stay consistent without double entry.
See customer management with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration