BOSThe everyday tools
Customer management software for trade and service businesses
When a customer calls again, you should be able to pick up where you left off. Keep the details that matter to the work in one place.
Find the right customer
Save names, phone numbers, email addresses and useful notes. Search your customer list instead of scrolling through separate conversations to find a number.
Keep a useful history
Customer records sit alongside jobs and invoices. Add relevant photos and notes so you have context for the next visit or quote.
Fit your type of work
Choose your business type to see relevant fields and tools. Vehicle details are useful for a garage; property records are useful for work at a customer’s premises. Only keep personal information you need.