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Client & Property CRM
Gate codes and pet notes written on a sticky note are gone the moment a new hire takes over the route. We build the system that remembers every property, every time.
What we build
- Property profiles: Gate codes, pet notes, and special instructions attached to every property.
- Service history: Every past visit and any special requests in one timeline.
- Client portal: Clients update their own preferences and access instructions online.
- Referral tracking: New client sign-ups attributed back to the referring account.
Implementation scope
Property records are visible to dispatch and crews, so any team member has the full picture before arriving on-site.