How to Manage Customers Without Spreadsheets
Every tradesperson starts with a spreadsheet. A list of customers, some basic contact details, and maybe a column for notes. It works when you have 10 customers. When you have 50, it starts to creak. When you have 100, it breaks.
Spreadsheets have fundamental problems for customer management: they're hard to search, easy to break, impossible to access on site, and they don't connect to your quoting or scheduling.
A proper customer management system solves all of these problems. JobStacker stores every customer with their name, address, phone number, email, and full job history. You can search by any field, access it from your phone, and see every quote and job linked to that customer.
The biggest advantage of a proper system is the connections it makes. When you create a quote for a customer, it's automatically linked to their record. When they accept, the job is scheduled. When the job is complete, you can mark it paid. Everything flows without re-typing information.
If you're still using a spreadsheet, spend 30 minutes setting up JobStacker and adding your customers. You'll wonder why you didn't do it sooner.
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