Customer records
Keep every customer in one place
AppointmentJump CRM is the customer list for your shop. Records, job history, and quotes stay together so the next visit is easier than the last.
How it works
From first call to the next job
The scheduler can create the record. Your team keeps it current as work happens. Next time that customer calls, you already know who they are.
- 01
Customers land in one list
When someone books or you add a person, they show up on your customer list with the details your shop needs.
- 02
Jobs stay on the record
Open a customer and see past work, notes, and what is coming next. Your team does not hunt through texts or paper.
- 03
Ready for the next visit
Service address, job times, and quotes sit with the customer so the next call or job starts with context.
What your shop gets
A simple CRM for home service. Enough structure to run the book of business. Not a second system your crew has to learn.
One customer list
Names, phones, and service addresses live in AppointmentJump. Search the person, not a stack of invoices.
Job history on the record
See what you did last time before you roll up. Notes and photos stay attached to the customer.
Quotes from the same page
Send a quote without leaving the customer record. Follow up from the same place you booked the work.
Why owners use it
Same login. Same customers.
- Built for home service shops
- Works with the scheduler
- Create a free account first
- Add customers when you are ready