Customer card
Clear and fast.
Hotel feature
Customers and history for trades businesses, built for UK businesses
Teams in London, Manchester and Birmingham usually want this running before the next quarter, so the scope is built around how your people actually work. Every customer’s quotes, jobs, invoices and correspondence appear on one card. When the phone rings, the history is at hand.
- English and the community languages your customers speak
- GBP, VAT and local levies
- Data protection under UK GDPR
Knowing the customer
The card gathers contacts, addresses worked at, previous jobs and open quotes. Managers see who promised the customer what; a new employee acts informed from day one.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
UK specifics
Customer data is processed under UK data protection rules; access is role-based and deletion requests are logged.
Frequently asked questions
Can our existing customer list be imported?
Yes; import from Excel or CSV is planned and duplicates are merged.
Related topics
Quotes and job orders
Price list, revisions and approval by email: quotes and job orders for trades businesses for teams in London and the South East. Faster Payments and Bacs ready, quoted in GBP.
Learn moreService contracts
Service contracts for trades businesses in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn morePayments and reminders
Payments and reminders for trades businesses in the UK: fixed GBP quote with 20% VAT, UK GDPR-aware.
Learn more