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Customer management

Customer management for repeat service work

A returning client should not require starting the office record again. Keep the contact details linked to the separate jobs and documents that explain the relationship.

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Amount dueCA$7,500.00
Open invoices1
InvoiceClientStatusTotalUnpaidOpen
ProgressMay 18Example HomeownerSample Deck RenovationOverdueDue Jun 1 · 164 days lateCA$7,500.00CA$7,500.00
ProgressMay 10Example HomeownerSample Deck RenovationPaidPaid in fullCA$4,250.00—
ProgressMay 2Example HomeownerSample Deck RenovationPaidPaid in fullCA$4,000.00—

Interactive project workspace · sample data

The problem

Where the work slips.

Small gaps between the estimate and the work add up.

  • Contact information is copied into each quote.
  • Several projects for one client lose their connection.
  • The office needs billing context before responding to a customer.

In Ordvero

How the work moves.

From the agreed scope to the final invoice, on one project.

  1. Step 1

    Create the client record

    Save the business or customer contact information using the client workflow. Review names and contact details before using them in document delivery.

  2. Step 2

    Link each job separately

    Associate new projects with the existing client. Each job retains its own scope, address, costs and documents while remaining connected to the customer.

  3. Step 3

    Prepare documents with context

    Select the client when preparing estimates and invoices. Review the recipient and the project association before sending client-facing information.

  4. Step 4

    Share the appropriate records

    Use the supported client portal and communication workflows to provide relevant information. Workspace roles and permissions still govern private internal records.

Is it a fit?

Common questions

For businesses handling new and repeat service clients. This page describes job-connected client records rather than a generic enterprise sales CRM.

Can a client have more than one project?

Yes. Keep each job separate and connect it to the same client record.

Can US clients receive business SMS through Ordvero?

US business texting is coming soon. Canadian business texting is available on paid plans. Business phone numbers and client texting are not included in the free trial.

Related

Start with your next job.

See how the project record fits your business, then choose a plan.

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