Client Management & CRM for Service Pros

Name: WorkQuote
Availability: InStock
Rating: 5 (2 reviews)

The easy way to organize your customer data and track client activity.

Keep All Your Service Client Data Organized

As a freelancer or small business owner, you need to keep your client information organized and accessible. WorkQuote's Client Management tools are designed to help you do just that. With features like the client dashboard, autocomplete maps, and the ability to add secondary locations, you can keep all your client data organized in one place.

Productive tools like the duplicate client check and the activity log help you stay on top of your workflow. Never lose track of a client's history or details again. WorkQuote helps you manage your customers efficiently and grow your business with confidence.

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Manage Your Client Dashboard

Keep all of your client data, from contact info to job history, organized in one powerful dashboard.

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Accurate Locations with Maps

Ensure the accuracy of every service location with address autocomplete and a built-in interactive map.

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Add Multiple Locations

Add unlimited secondary locations to a single client, perfect for landlords or clients with multiple properties.

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Prevent Duplicate Clients

Automatically check for duplicate client data, keeping your client list clean and organized.

The Client Dashboard for Total Control

The client dashboard is your central hub for managing all customer data. Quickly find and contact your client with one tap. Address clients as they prefer with multiple name-saving options. Our built-in data loss prevention automatically saves your data as you enter it, so you never have to worry about losing important information.

All client data in one place
One-tap contact options
Multiple ways to save names
Form data loss prevention

Autocomplete Maps for Accuracy

Ensure the accuracy of every client location with our autocomplete feature powered by Google Maps. This tool provides an interactive map that displays client locations, making it easy to get directions and plan your workday. You can even see a street-level view of the location, so you know exactly what to expect before you arrive.

Address autocomplete for accuracy
Interactive Google location map
Interactive location street view
Drive route with drive-time

Manage Multiple Locations for One Client

A client with multiple properties doesn't mean you have to create multiple client profiles. WorkQuote lets you add unlimited secondary locations to a single client. This feature is perfect for property managers or landlords and helps you keep all their data organized under one record. Add a searchable name and site contact for each location for quick access.

Unlimited secondary locations
All locations under one client
Add a location name & site contact
Searchable locations & contacts

Prevent Duplicate Clients Automatically

WorkQuote automatically checks for duplicate data before you create a new client. This feature helps you avoid creating duplicate client records and keeps your list clean and accurate. If similar data exists, it could be a simple spelling error, a spouse, or a new homeowner, and our system helps you choose the right path with a single click.

Automatic existing client check
Checks for conflicting data
One-click data corrections
Prevent duplicate clients

Track History with Notes & Activity Log

Keep a full history of all client interactions and activities in one place. An activity log is automatically created for each client, showing all actions and real-time updates. You can also add private notes that only you can see, making it easy to keep track of important information without cluttering the main client record.

View full history of activity
Activity log automatically created
Private notes only you can see
Notes are automatically categorized

Quickly View Recent Client Activity

The recent activity tab is a powerful tool that allows you to quickly view the most recent activity for each client. Get a quick overview of key information, including recent quotes, scheduling, invoices, payments, and contact activity. This helps you stay on top of your client workflow and ensures you're always informed about the latest developments.