Every customer has a single record that weaves together your messages and every money moment — quotes, extras, invoices, payments, visits, reviews — in order.
What’s in it
- Text messages both ways.
- Photos, voice notes, and videos (voice notes are transcribed).
- Cards for each quote, invoice, and payment that link to the real document.
Export
Both you and the customer can download the whole record for safekeeping — useful for your files or if anything is ever queried.