One Record. Every Call, Text, And Email.
J. Reynolds
The Call Was In The Phone System. The Text Was On Someone's Cell.
A homeowner’s history lives wherever it happened — a call logged nowhere, a text on a personal phone, an email buried in an inbox. Ask “what did we tell them last?” and the honest answer is often nobody remembers, or three people remember it differently.
One record per homeowner puts all of it on one timeline, with the jobs, estimates, and properties tied directly to them.
The short version
Five Things Tied To Every Contact.
Communication Timeline
Every call, text, and email, in the order it happened. See customer communications.
Jobs & Estimates
Every estimate and job tied to this homeowner, with dollar amounts, not just links.
Properties
The address, or addresses, this contact actually owns — one contact can hold more than one.
"Receives SMS" Consent
Whether this homeowner has consented to text messages, tracked right on the record.
Appointments
Every appointment on the books for this homeowner, past and upcoming, right on the record.
Every Touchpoint, In Order.
- Calls, texts, and emails all land on the same timeline, automatically.
- Jobs and estimates show real dollar amounts, right on the record.
- Every property this contact owns is linked, so nothing gets attached to the wrong address.
- SMS consent is tracked per contact, so outreach stays compliant.
- Create an estimate or add a job straight from the contact — no switching screens first.
- Find any contact by name, email, or phone digits, even on a partial match.
J. Reynolds
One Record, However Many Jobs It's Seen.
A repeat homeowner keeps the same record — no re-entry, no duplicate contact.
One Homeowner, Every Job
A homeowner who calls back three years later lands on the same record, full history intact.
Multiple Properties, No Confusion
A landlord or repeat customer with several addresses keeps them all under one contact.
Consent Travels With The Contact
SMS consent is set once, on the record, and respected everywhere the platform sends a text.
Frequently asked questions
Does every call and text log to the timeline automatically?
What does "Receives SMS" consent actually control?
Can one contact own more than one property?
Do estimates show real dollar amounts on the contact record?
If a homeowner calls again years later, does it create a new record?
Stop Piecing Together What Was Said.
Book a 30-minute demo and see a homeowner’s whole history on one screen.