Find customer, phone, invoice or quote
Current activity
Use this desktop view as the operational starting point: urgent work, quick search, recent changes and access to the main modules without losing context.
Desktop prototype for the customer database, communications, documents and AI-assisted operations system.
Use this desktop view as the operational starting point: urgent work, quick search, recent changes and access to the main modules without losing context.
Jessie Flat 14, 48-50 Acre Lane
WA reply
Visit timing and invoice
Latest invoice sent, landlord contact saved, previous leak notes stored, and gas safety files linked inside the same customer record.
WhatsApp received from customer
Asked about arrival window
Invoice INV-1042 was opened
Customer viewed quote