Client CRM
Clients aren't rows. They're relationships.
See every request, estimate, project, invoice, and dollar from a client — rolled up on one profile. Properties, contacts, notes, and the portal all live on the same record.
Tom Anderson
No company · Pembroke Pines, FL
Total Projects
2
Total Requests
3
Total Estimates
2
Total Properties
2
Actions
Copy Client Portal Link
Edit Client
New Estimate
New Project
Tom Anderson
Client profile
Projects
2
Estimates
2
Quick actions
Portal link · New estimate · New project
Unlimited clients
No per-contact fee
Multi-property
Landlords and PMs supported
CSV import
Bring your existing book in minutes
Client portal
One link, no extra login
The list
A client list that shows status at a glance.
Search, filter by tag, and jump into any client's full record. Active, archived, or anything you've labeled — one click away.
Search clients…
| Client info | Company | Phone | Address | Status | |
|---|---|---|---|---|---|
JH Jordan Hernandez | — | [email protected] | (954) 555-9828 | 1820 SW 22nd St, Miami, FL | Active |
TA Tom Anderson | — | [email protected] | (954) 555-9839 | 102 NW 32nd Ave, Pembroke Pines, FL | Active |
JP John Patterson | O'Brien Property Mgmt | [email protected] | (954) 555-9829 | 400 Biscayne Blvd, Miami, FL | Active |
JM Jonathan Maxwell | — | [email protected] | (786) 555-9835 | 290 NE 29th St, Miami, FL | Active |
ONE PROFILE
Every property, request, and dollar — on one page.
Open a client and see their whole history: tabs for overview, properties, requests, estimates, projects, and invoices — plus quick actions so CSRs and dispatch never bounce between screens.
Tom Anderson
No company · Primary contact
2 projects
Client since 4/8/2026 · Last updated 5/9/2026
PROPERTIES (2)
TAGS
Overview
Properties
Requests
Estimates
Projects
Invoices
Total Projects
2
Total Requests
3
Total Estimates
2
Total Properties
2
UPCOMING EVENTS
TUE
12
AC tune-up · Ridge office
9:00 AM
THU
14
Quarterly maintenance · Harbor condo
2:30 PM
LIST ACTIONS
Copy Client Portal Link
Edit Client
Transaction History
Collect Payment
Payment Methods
CREATE
Estimate
Project
Invoice
Request
Archive Client
Delete permanently
PILLARS
A CRM the office and the field both use
Built around the way a service business actually thinks about a customer — properties, history, and money.
One record, many properties
Track every address a client owns or manages — landlords, multi-site commercial, snowbirds with two homes. Each property keeps its own job history.
Tags that travel with the client
Tag VIPs, recurring service plans, or referral sources. Tags appear on the profile and filter the list — so you can pull up exactly the slice you want.
Self-serve client portal
Share one link. Clients see their jobs and estimates without calling the office, and pay invoices online when you're ready to bill.
The full money trail
Estimate to project to invoice to payment — every record tied to the client lives on one profile, with transaction history a click away.
Mobile
The client book in every tech's pocket.
Pull up a property, check internal notes, and see job history from the truck. No tabbing back to the office, no calling dispatch to ask who lives here.
CLIENT · TOM ANDERSON
Tom Anderson
(954) 555-0108
Projects
2
Properties
2
775 Flamingo Rd
Internal note · Gate code
Last visit · May 8
“When someone calls in, I pull their profile and I already know what we quoted last summer, what's open on AR, and which property has the finicky thermostat.”
Angela B. · CS Lead, Coastline HVAC
More
Everything else you'd expect
CSV import
Multi-property records
Internal notes (private to staff)
Transaction history
Saved payment methods
Primary contact details
Active / Archived status
Tag-based filtering
Pairs with
Pair clients with the rest of ServTrackr
One client record feeding the schedule, the estimate, the project, and the invoice — no re-typing.
Estimates
Every estimate links to the client and property record.
Projects
Project history lives on the client profile, all the way back.
Invoices
Invoices roll up to the client. Payment status visible at a glance.
Dispatch
Crews see client notes and property access info before they roll.
Pricebook
Send branded estimates pulled from your master pricebook.
Team
Internal notes stay private to staff. Field-visible notes go to the truck.
Client Portal
One link per client — no extra logins, no extra apps to install.
Mobile app
Pull up any client from the truck and call with one tap.
Client CRM questions
Straight answers about profiles, timelines, messaging, tags, and how client data flows into the rest of ServTrackr.
Core profile data includes contact details, properties, service history, messages, open balances, notes, attachments, and activity tied to estimates, projects, and invoices.
Yes. Every job, estimate, invoice, payment, message, and note is logged on the client timeline so your team has full context before every interaction.
Yes. Email, in-app messages, and notes tied to the client stay on the profile so nothing falls through the cracks.
Absolutely. Filter clients by tags, service type, location, revenue, last service date, and more. Save filters for quick access to the segments you use most.
Yes. Client data flows into scheduling, invoicing, estimates, payments, and reporting, so every part of your business has the context it needs.
Move your client book in this afternoon.
CSV import, an empty portal, and your first client profile — all set up in under an hour.
ServTrackr
Your business, in your pocket.
Download the ServTrackr mobile app to manage jobs, track teams, and get more done on the move.
