Manage your customers

Manage all your customer details in one place. The easy to use interface lets you do all the following and more:

  • Manage customer contact details
  • Create custom fields to record the information you need
  • View customer location on Google Maps
  • See Google Streetview of customer location
  • Add additional site addresses
  • View previous quotes, jobs and invoices for the customer
  • Create new quotes, jobs and invoices for the customer
  • Add notes against a customer
CRM customer management

What our customers have been saying about our software

Our engineers love using the My Jobs App rather than having to fill out paperwork whilst on-site and our customers can get their job sheets as soon as the work is complete.

Alex Nicholl

Managing Director - AN Compressors Ltd

Very impressed, does exactly what I want.

Joe Kleiren

Director - Professional Heating Services Ltd

Great piece of software which has helped us keep more organised. We are no longer hunting around for job sheets or having to get our engineers to fill out loads of paperwork whilst on-site.

Michael Startup

Manager - Cobbles Property Services Ltd

WebFletch Business Manager overall rating
5
based on 5 reviews 5 1 from TrustPilot

What type of businesses use our software?

Follow us @webfletch

13 Apr 2019 @ 19:32
We've updated the dashboard with some new job management widgets. We've also updated the settings area and added options for changing row colours on the quote, job and invoice tables.
01 Apr 2019 @ 17:51
New settings have been added to allow you to change the default options for where images should show on a job-sheet and whether to include price details.
23 Feb 2019 @ 18:18
The My Jobs App has been updated to allow engineers to create jobs for existing customers directly from the App, this setting can be enabled per engineer so you can choose which engineers are allowed to create their own jobs.
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