Customer 360
See what each customer is worth, how healthy the relationship is and what's likely to happen next.
Customer 360 reads your own records (jobs, quotes, invoices, payments, messages, reviews, memberships and equipment) and tells you, for every customer, what they're worth, how they behave and what's likely to come next: when they're due for service, which equipment will need replacing, and whether they're drifting away or likely to pay late.
There's no black box. Every score and prediction comes with the reasons behind it.
- On every plan: the Insights section and timeline on each customer's page.
- On Grow and Pro: the Customer insights lists (Service due, Likely replacements, At risk) with bulk follow-up and CSV export.
A customer's insights
Figures, health score, behaviours and predictions.
Customer timeline
Everything that happened with a customer, in order.
Service due
Who needs a visit soon.
Likely replacements
Equipment near the end of its life.
At-risk customers
Who might lapse or pay late.
Follow up in bulk
Create requests or quotes, tag and export.
How predictions work
The rules behind each number.
Flo, the AI assistant, can answer from the same data: "Who needs service next month?" or "Why is this customer at risk?"
Keeping it up to date
Insights update on their own when something changes for a customer, and everyone is refreshed overnight. On a customer's page, Recompute refreshes that customer now. On the Customer insights page, Recompute all refreshes everyone.