Customer records
Every customer. Every site. Every job.
A proper customer record. Multiple properties. Years of history. Searchable in seconds. Stop hunting through emails.
Profile
Business · landlord
Built with Care Ltd
Customer since Mar 2022
8
Sites
47
Jobs
£28.4k
Spent
4
Years
Top sites
Sites
Built with Care · sites
- 2 days ago
14 Ashford Road
E14 9SQ · M. Doherty
- 1 wk ago
Riverside Court
SW8 4HQ · K. Singh
- 3 wk ago
39 Ravenscroft
EC1V 4PZ · T. Hayes
- 5 wk ago
12 Linden Way
N1 5BU · P. Singh
- 2 mo ago
Block 4 · Park Mews
E2 7DP · Site agent
Timeline
Activity timeline
47 events · 4 yrsInvoice paid · INV-0918
TodayBoiler service · 14 Ashford Rd
2 days agoGas Safety Record issued
1 wkQuote QT-0214 accepted
1 wkEICR · Riverside Court
3 wkFirst visit · onboarded
Mar 2024
Profile
A proper customer record.
Business or individual. Phone, email, every address. Headline stats: sites, jobs, lifetime value, years. Top sites by activity.
- Business & individual customer types
- Validated phone, email & address
- Lifetime stats: sites, jobs, spent, years
- Top sites by visit count
Business · landlord
Built with Care Ltd
Customer since Mar 2022
8
Sites
47
Jobs
£28.4k
Spent
4
Years
Top sites
Built with Care · sites
- 2 days ago
14 Ashford Road
E14 9SQ · M. Doherty
- 1 wk ago
Riverside Court
SW8 4HQ · K. Singh
- 3 wk ago
39 Ravenscroft
EC1V 4PZ · T. Hayes
- 5 wk ago
12 Linden Way
N1 5BU · P. Singh
- 2 mo ago
Block 4 · Park Mews
E2 7DP · Site agent
Multiple sites
Landlords, multi-shop, block managers — sorted.
One customer, many properties. Each site has its own contact, address, history and certificates. Search by postcode or address.
- Many sites under one customer
- Per-site contact & access details
- Per-site visit & cert history
- Search by postcode or address
Activity timeline
Years of history, in one feed.
Quotes, invoices, visits, certificates, payments — all chronologically against the customer. Open the record, see the whole relationship.
- Quotes, invoices, jobs, certs, payments
- Colour-coded by event type
- Filter by year, type or site
- Drill into any event for full context
Activity timeline
47 events · 4 yrsInvoice paid · INV-0918
TodayBoiler service · 14 Ashford Rd
2 days agoGas Safety Record issued
1 wkQuote QT-0214 accepted
1 wkEICR · Riverside Court
3 wkFirst visit · onboarded
Mar 2024
1 record
Per customer
Everything you've ever done for them, in one place.
Many
Sites per customer
Landlords, multi-shop, multi-flat — handled.
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Activity timeline
Every quote, invoice, visit and cert logged.
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Across years
Find any customer, site or job in seconds.
The full record
Customer data that earns its keep.
Business & individual
Customer types modelled properly.
Multiple sites
Many properties under one customer.
Phone, email, address
Contact details stored & validated.
Activity timeline
Quotes, invoices, jobs, certs in one feed.
Search & filter
Find any record across years instantly.
Update form
Send a link, customer fills in their details.
Stop hunting through old emails.
One customer. One record. One source of truth.