Customer records and history
Keep contact details, addresses, notes, service history, and linked vehicles or equipment.
Customer management
Know the customer. Keep the context.
The next person helping a customer should not have to start the conversation again. Keep contact details, job history, preferences, and communication in one record.
Customer records
Actual ManePilot app capture. Example automotive workspace; personal details removed.
Tools for customer management
Duplicate customer detection
Catch the same person being entered more than once.
Private customer portal links
Customers can see their jobs, estimates, and invoices through a private link that you can revoke.
Two-way text messaging
Use your own Twilio account and number. Replies come back into the app.
Reusable message templates
Write your frequently sent messages once and reuse them.
Appointment reminders
Send automatic text or email reminders on your schedule.
Automatic review requests
Request a review a set number of days after completed work.
Reviews in one place
Read and reply to reviews.