Features · 02 — Clients
Every client in its place, entered once.
The record of the people and businesses you serve: private and business clients, phone, email and the linked sites. Enter the client once, then find them everywhere without ever retyping.
Private and business
The B&B, the gym, the lady upstairs.
Every client has their own record: private or business, phone, email. The number no longer lives in a WhatsApp chat or on a sheet. It's on file, and you get to it in two taps from your phone too.
- MBMagnolia B&BBusiness2 sites
- TBThe Bennett familyPrivate1 site
- FGFitZone GymBusiness2 sites
- MLMrs LambertPrivate1 site
- MLMarlow LegalBusiness1 site
Client → sites
Every client brings their places with them.
The rooms, the common areas, the apartment: the client's sites sit under their record, with address and access notes. When you plan, you pick the client and the right place is already there.
Magnolia B&B
Business · 2 linked sites
Magnolia B&B — Rooms 1-3
Magnolia B&B — Common areas
One name, everywhere
The client follows you into the schedule, the jobs, the history.
No duplicates, no “wait, is this the same client?”: the record is one, and every past and future job stays attached to it. Open the client and you know what you did for them, when, and who went.
On file
Magnolia B&B
Business · 07700 900403 · 2 sites
In the schedule
Magnolia B&B
Common areas · Common areas clean
In the history
Magnolia B&B
Rooms 1-3 · Check-out room turnover
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