Complete guide to mastering every feature. From creating your first job to running advanced analytics, we've got you covered.
Organize and manage all your customer relationships
Customer Directory
Centralized database for all customers with contact info, address, and history
Customer Profiles
Detailed customer cards with communication history, job history, and preferences
Customer Segmentation
Tag and categorize customers by type (residential/commercial), location, or custom tags
Customer Notes
Add internal notes and special requests to track customer details
Customer Lifetime Value
Track total spending and profitability per customer over time
Convert prospects into paying customers with intelligent lead tracking
Schedule, dispatch, and track all service jobs in real-time
Create professional estimates and track conversion to jobs
Create invoices and collect payments online
Optimize technician schedules and real-time dispatch
Manage technician profiles, skills, and performance
Multi-channel customer and team communications
Data-driven insights into your business performance
Integrated calling and call tracking for your business
Automate repetitive tasks and streamline workflows
Control access, customize branding, and manage company settings
Master LeadZ faster with these helpful shortcuts and best practices