Customers
Businesses
Every customer, and the person we actually reach at each one. Search by the person as readily as the company — someone ringing in gives their own name, and a duplicate is found by street, not by name.
Starting a proposal? Open the business below — New proposal lives on its own record, where the customer and locations already exist.
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Search Business or person Company name, type, street, ZIP — and the person: their name, email or phone.
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Customers
Add a business
A customer is a company and the person we reach there. Both are entered here, together — without a person there is nobody to send the proposal to, and nobody to name on the agreement.