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jobwin

Keep

Customer database software with the whole story on one record

Companies and individuals in one book, each with every call, lead and case.

Win a lead and the customer appears by themselves. Each record holds the contacts, the open pipeline and lifetime won, every linked lead and case, and one merged history of every call, note, visit and update, newest first. When something goes wrong, open a case and it gets an owner, a severity and an investigation log.
Book a demoSee how it works
  • Companies and individuals in one book
  • One merged history per customer
  • Cases with an investigation log
  • Service agreements with response times
  • Tags and saved segments
app.jobwin.cloud
A jobwin customer record for a heating company: its contacts with phone numbers and emails, open pipeline, lifetime won and open cases.

The problem, then the record

Three places customer history gets lost

  1. 01On a spreadsheet

    The customer’s details are in the job sheet, the calls are in someone’s phone and the complaint is in the inbox.

    With jobwin

    One record: contacts, every lead, every case and a merged history of all of it, newest first.

  2. 02On a spreadsheet

    A complaint arrives by email, gets read, and sits there until the customer rings again, angrier.

    With jobwin

    Open a case: what happened, the category, the severity and a follow-up date. It goes on the customer’s record and on To-do.

  3. 03On a spreadsheet

    The same customer is in the spreadsheet three times, spelt three ways.

    With jobwin

    Won leads and imports are matched by phone and email, so a returning customer is linked, not added again.

The customer record

Everything about a customer, in one place

The record leads with what matters: open pipeline, lifetime won and open cases. Below it are the contacts (with the channel each prefers), tags, owner, address and notes; one-tap logging for a call, an email, a booked call, a note or a visit; every lead and case linked to the customer; and the full history.

  • Companies and individualsA business with several contacts, or a homeowner: both live in the same book.
  • One merged historyThe customer’s own entries, every linked lead’s activity and every case update, together.
  • New enquiry from the recordStarts the enquiry with the customer already filled in.
app.jobwin.cloud
A customer record
Contacts, open pipeline, lifetime won and open cases, then the full history.

Cases

Complaints that get owned, chased and resolved

A case records what happened, who reported it, the category (Complaint, Service issue, Incident, Query or Safety), the severity (Low to Critical) and when to follow up. Its status moves from Open to Investigating, Waiting on customer and Resolved, each change logged, and it cannot be resolved without a written resolution.

  • An investigation logDated, attributed updates on the case itself.
  • Service agreementsGive a customer response and resolve times; new cases take their due time from it, and a late one shows “SLA breach”.
  • Export to ExcelOpen, overdue, resolved or all cases, as a workbook.
app.jobwin.cloud
A jobwin case for a service issue, with its severity, category, owner, follow-up date and investigation log
A case with its severity, status, owner and investigation log.

The customer list

Find the right customers, and keep the rest apart

Filter the customer list by tag, status or owner and save the result as a segment, such as contract customers or landlords. Pick the columns you want and export to CSV. Suppliers, partners and the people who refer work go in Contacts instead, kept out of the pipeline, the forecast and won revenue.

  • Saved segmentsAll, Companies, Individuals, then your own segments.
  • Contacts, apartSupplier, partner, industry contact or other: never a lead, never a customer.
  • DocumentsThe price list and the standard contract, in one library everyone can open.
app.jobwin.cloud
The jobwin customer list with segment tabs and columns for contact, status, owner, open leads and lifetime won
Every customer, with open leads and lifetime won on the row.

Connected to

Where this record goes next

Every part of jobwin writes to the same record, so what happens here shows up in these.

Honest limits

Customer records, precisely

A customer record holds the people, the work and the history. It is not a job sheet: jobwin does not schedule work, raise invoices or hold stock. In the jobmate family, delivering the work is what jobmate is for.

Emails are logged on the record when you send them from your own mail app through jobwin. Syncing a whole mailbox is on the roadmap, so incoming mail does not file itself yet.

Customer import is from CSV. Rows that share a company become one company with each person as a contact.

FAQ

Frequently asked questions

Straight answers about customer records and cases in jobwin.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

It ties everything about a customer together. In jobwin a customer’s record shows their contacts, every lead and case, open pipeline and lifetime won, and one history of every call, note, visit and update, so anyone in the team can pick up where someone else left off.

See your customers on one record each.

A walkthrough of jobwin with someone who knows the product, and straight answers about what it does not do yet.

Book a demoHow the demo works
app.jobwin.cloud