Stay In Touch.
Turn Past Customers Into Future Jobs.
Keep customer information organized, follow up after the job, and reconnect with past customers when it is time for another service. Your Customer Agent helps you build repeat business without relying on memory.
Keep The Relationship Going After The Job Is Done.
Your Customer Agent helps turn one-time service calls into an organized customer history and gives you a repeatable way to stay in touch with the people you have already earned.
Customer Is Added
Keep the customer's contact details and service information organized in your CRM.
Follow-Up Is Scheduled
Set a future follow-up based on the customer, completed service, or another appropriate reason to reconnect.
Customer Comes Back
Reach out to past customers with a timely message that gives them an easy path to use your business again.
What If More Past Customers Called You Again?
You already paid the time and effort required to earn these customers. Estimate the potential monthly value of reconnecting with the people already in your customer list.
Estimate Your Repeat Customer Opportunity
Enter the number of past customers you could realistically follow up with each month, an estimated percentage who might book another job, and your average profit per repeat job.
Keep Customer Relationships Organized And Active.
Customer Agent gives a solo operator a practical CRM and follow-up system without turning customer management into another full-time office job.
Customer CRM
Keep customer contact information organized so you have a usable record of the people your business has served.
Customer Notes
Keep useful customer and service details attached to the relationship for future reference.
Service History
Maintain a history of past customer work so you can see the relationship beyond a single service call.
Automated Customer Follow-Up
Create repeatable follow-up instead of relying on yourself to remember which customers need attention.
Future Service Reminders
Schedule customer reminders around future service opportunities that make sense for your business.
Customer Reactivation
Reach back out to past customers who have not used your business recently and give them a reason to reconnect.
Personalized Follow-Up Messages
Use customer-friendly messages that feel more relevant than a generic mass communication.
Connected Customer Workflow
Build on information created by your Voice, Web, Billing, and Review Agents as your FieldTechAgent system grows.
You Shouldn't Have To Remember Every Customer In Your Head.
When you are doing the selling, service work, driving, scheduling, and paperwork, it is easy for past customers to disappear from view. Customer Agent gives you a system for remembering the relationship and knowing when it may be time to reconnect.
- Keep customer information and service history organized
- Schedule future customer follow-up
- Reconnect with past customers
- Create more opportunities for repeat business
The Next Job May Already Be In Your Customer List.
Staying in touch helps keep your business top-of-mind when a past customer needs another service you provide.
What Solo Operators Are Saying
Real-world results are what matter. Here's what operators are saying about having an Customer Agent answer when they cannot.
I used to miss 3-4 calls a day when I had my hands full. This system booked 5 new jobs for me in the first week without me picking up the phone.
Best investment for my solo business. Customers think they are talking to my receptionist.
See What Other Operators Experience
Built Around The Way You Do Business
The Customer Agent can be tailored to the services, customers, and local market of your trade.
Don't Let A Completed Job Be The End Of The Relationship.
Keep customer information organized, follow up at the right time, and create more opportunities to turn past customers into repeat business.