CUSTOMER MANAGEMENT
Remember the customer, the work and what should happen next.
TradePocket keeps contact details, job history, notes, invoices and future follow-ups in one customer record built for repeat service work.
Built for solo operators. No sales call required.
WHAT CHANGES
Every returning customer comes with the full story.
See the work, notes, invoices and likely next service before you answer the call or arrive at the property.
Answer returning customers faster
See what happened last time before asking the customer to explain the whole job again.
Keep useful details out of your head
Record access notes, equipment details and likely next work in a professional customer history.
Turn good work into repeat work
Use service dates and job history to follow up when the timing is genuinely useful.
HOW IT WORKS
Build the customer history while you do the work.
Bookings, notes and invoices add to one record naturally, ready whenever the customer returns.
Kept together through the day
- Customer details stay with the job
- Notes are ready before the visit
- Invoicing follows completed work
STEP 01
Create one customer record
Save the contact and service details that should follow every job.
STEP 02
Build the history naturally
Bookings, notes and invoices add context as you complete the work.
STEP 03
Use the history
Prepare for a return visit or send a timely reminder without searching old messages.
WHAT YOU GET
Remember the details that make the next visit easier.
Keep useful contact, property, job and payment information together without turning customer care into extra admin.
Contact details
Keep the phone, email and service address where the work happens.
Job history
See completed and upcoming jobs in the same customer timeline.
Useful notes
Store details that make the next visit safer, faster or better prepared.
Invoice history
See what was charged and whether it was paid without opening another tool.
Service timing
Record when maintenance, inspection or repeat work is likely to be due.
Follow-up support
Draft a relevant message based on real customer history and approve it before sending.
COMMON QUESTIONS
Clear answers before you start.
What is a contractor CRM? +
A contractor CRM keeps customer contact details and relationship history together. TradePocket connects that history directly to jobs, notes, invoices and repeat work.
Can I keep notes about previous jobs? +
Yes. Practical job notes remain connected to the customer so they are available before the next visit.
Is TradePocket designed for a one-person business? +
Yes. TradePocket is made for people running a service business on their own. You get the everyday tools without screens for crews, dispatchers or departments.
Can I use TradePocket on my phone? +
Yes. Use TradePocket on desktop and phone so the day’s jobs, customers and payments are available wherever you are.
KEEP EXPLORING
Explore more of TradePocket Core.
Job scheduling
Book work, see the day ahead and keep the details for each visit attached to the right customer, without screens built for dispatching a crew.
Customer newsletters
Choose the customers who should hear from you, start with a polished template or write your own message, preview every detail and approve the final send inside TradePocket.
Reviews and feedback
Ask every customer for honest feedback after the work is done, keep private feedback separate and publish job-verified reviews only with the customer’s clear permission.
Less admin starts here
Keep the work moving and the whole business under control.
Bring your schedule, customers, invoices, payments and useful follow-ups into one calm workspace built for people doing the work.
Start using TradePocket