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The client from two years ago calls about their new house. The agent texts from a number you don't recognize. With every inspection, invoice, and conversation pinned to the person it belongs to, you're never the one saying "remind me how we know each other?"
No tab-hopping to reconstruct a relationship. Every contact carries their full history with your company.
Every job you've done for them — or that they referred — listed with status and reports, right on the card.
What they paid, how they paid, and anything outstanding — connected straight to Payments.
Each email and text lives in Threads, and the contact card links to all of them. The whole back-and-forth, one tap away.
Issued a credit after a reschedule? It sits on their card and applies itself to the next booking.
Most inspection work comes through agents — and most software treats them like an afterthought field on a booking form. Here, agents are real contacts with real history: buyer's side or seller's side, every deal they've sent you, every conversation you've had.
Color-coded tags — "Repeat client," "VIP agent," "Past due" — that plug straight into Automations. Tag someone "VIP" and your VIP follow-up sequence handles the rest.
Half a phone number, a street name, the agent's brokerage — type what you remember and the right card comes up. Built on real search, not a filter dropdown.
Marketing consent lives on the card, so your newsletter list stays clean — and when you connect Mailchimp, only the people who opted in sync over.
Every client, every agent, every job — one card each, with the whole history attached. It's the CRM you'd build if you had the time.
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