Work faster and get paid sooner with organized client records.

Workiz’s Client Management System is a centralized CRM hub that organizes all your customer information — from contact details and job history to invoices, service plans, documents, and pictures. It enables you to access and manage client records effortlessly, ensuring that every team member has up-to-date information and can access it quickly in order to provide exceptional service.

Features

• Unified Client Profiles: Access job history, invoices, service plans, and notes from one dashboard.
• Team Collaboration: Share client insights across teams for faster, more informed service.
• Automated Engagement: Send reminders for payments, appointments, and expiring warranties.
• Quick Actions: Create jobs, proposals, and invoices directly from the client profile.
• Pinned Notes & Alerts: Highlight key client details for visibility across your organization.