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Across 18 customers
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7
WhatsApp, SMS & email
29
Certificates on file
3
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Current activity
Updated moments agoUrgent work, quick search, recent changes and access to the main modules without losing context.
Jessie replied on WhatsApp
Asked about arrival window
Invoice INV-1042 was opened
Customer viewed quote
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jessie acre lane
Matched by name and street address · 2 results
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2 matchesPreview
J
Jessie
Flat 14, 48–50 Acre Lane
WA reply received
Asked about visit timing and invoice
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Summary
Latest invoice sent, landlord contact saved, previous leak notes stored, and gas safety files linked inside the same customer record.
Activity timeline
Last 7 daysWhatsApp received from customer
Asked about arrival window
Invoice INV-1042 was opened
Customer viewed quote
Unified inbox is in build
WhatsApp, SMS and email threads will land here with AI-assisted triage, reply drafting and automatic attachment to the right customer folder. Wiring up once the Phase 2 backend is ready.
WhatsApp
SMS
Email
Invoicing comes online next
Draft, send, reconcile and chase quotes and invoices from inside the CRM. Time-based pricing wires directly into the job record. Coming with the Phase 2 backend.
Drafts
Sent
Paid
CP12 tracker in build
Landlord and homeowner gas safety records, annual renewal reminders, and one-tap PDF dispatch — backed by the existing Gas Safe document store. Live in Phase 2.
CP12
Up to date
Due soon