Every Customer. Every Job. Every Dollar. One View.
The Customer Manager in SkilledOS gives you a 360-degree view of every customer - lifetime value, total jobs, average margin, communication history, and upcoming appointments.
SCR-11
Customer 360 profile showing lifetime value, job history timeline, communication log, and upcoming appointments
How It Works
1. Find Any Customer
Search by name, address, phone, or job number. The customer profile loads with their full history in one view.
2. Review Their History
See every past job, invoice, payment, communication, and note - all in chronological order on a single timeline.
3. Understand Their Value
Lifetime value, average margin, and total jobs show you at a glance whether this customer is profitable and how to serve them best.
Key Capabilities
- 360-degree customer profile with lifetime value, total jobs, average margin, and all communication history
- Full job history with dates, services performed, amounts, and satisfaction ratings per customer
- Communication timeline showing every SMS, email, phone call, and note across your team
- Upcoming appointment visibility so office staff can prep before the customer calls
- Custom tags and segments let you group customers by type (residential, commercial, VIP, at-risk)
- Quick-search across all customers by name, address, phone number, or job number
How This Affects Your Profit
Know each customer's lifetime value, total jobs, average margin, and communication history. Stop treating your best customers the same as one-time callers. When you can see who generates the most projected profit, you can prioritize service, offer loyalty pricing, and protect the relationships that drive your business.
Common Questions
How is this different from a CRM?
Traditional CRMs track leads and sales pipelines. The SkilledOS Customer Manager is built specifically for trade businesses - it ties every customer to their job history, invoices, payments, equipment records, and communication log in one view. You see the full picture without switching between apps.
Can I see a customer's profitability?
Yes. Every customer profile shows their lifetime value, total revenue, average margin per job, and projected profitability of upcoming scheduled work. This helps you prioritize your best customers and identify accounts that are costing you money.
Does it track communication history automatically?
All automated SMS and email messages are logged automatically. Manual notes, phone call summaries, and internal comments can be added by any team member and are visible to the entire office.
Related features