Keep everyone aligned
The whole relationship on one page
Jobs, quotes, invoices, documents, contacts, and notes for a client — assembled already. Anyone picking up the phone has the context without opening four tabs to build it.
What clients gives you
Full history
Everything you have ever done for them, in order, including what was signed and what was paid.
Multiple contacts and sites
One client with several people and several addresses, without duplicate records that drift apart.
Notes that stay put
The detail about how they like things done lives on the record, not in one person head.
What this works with
Nothing in Ops stands on its own. These are the parts this one touches most.
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