Active & Potential Job Databases
The information you have about each customer is important. A searchable database (just type in some letters and Sherlok searches and displays customer name results!) allows administrators and employees to have up-to-date information. Need to edit a customer or add a new one? Simple! Click, type and done!
A customer can be classified as Booked, Potential, or Declined. This way you can store their information for future business so it will be easier to update. All past and future jobs a customer has scheduled is available at your fingertips as well. Need to see what Mrs. Jones did during the last service call? Easy! Just pull up her account on your iPad and you’re set to go!