Customers
Keep every client relationship organized, professional, and accessible.
Try TidyOps freeThe Reality
Customer contact information, property details, and internal context can be difficult to find when they are spread across phones, spreadsheets, and booking messages.
The TidyOps Workflow
Maintain a customer record with name, email, phone, staff notes, tags, referral source, saved homes, and relationship summary. Open recent booking history when a client contacts the office.
In Practice
Contact Management
Keep the customer’s name, email address, and phone number available to authorized office users.
Saved-Home Overview
Review the homes associated with a customer, including address, size, layout, pets, and rental context.
Relationship Tracking
Use booking totals, recurring status, ratings, tags, referral source, and internal notes to prepare for follow-up.
Concrete Capabilities
- Detailed profilesStore contact information, internal notes, tags, and referral source.
- Associated homesKeep multiple saved service homes associated with one customer record.
- Relationship summaryReview booking, promotion, rating, recurring, and available payment-summary information.
Frequently Asked
Can one customer have multiple properties?
Yes. A single customer profile can hold multiple distinct service locations.
Can I record where a customer came from?
Yes. Customer records include a referral-source field and the customer list can be filtered by that value. This is source tracking, not a referral-program feature.