Customer Management Designed for Home Services
From first contact to final payment, Onwork’s CRM keeps everything organised. Store contact details, notes, job history, quotes, invoices, and forms in one secure place. Segment customers for targeted follow-ups, track lead sources, and never lose track of an opportunity.
Full Customer Profiles
Contact info, addresses, and notes all in one place.
Job & Payment History
See past work and billing at a glance.
Lead Tracking
Follow prospects from quote to confirmed job.
Tagging & Segmentation
Group customers for marketing or reporting.
Document Storage
Attach forms, contracts, and warranties to each profile.
Customer Management , Simplified
See how Onwork helps you build stronger relationships and win more work.
Know Your Customer, Inside and Out
Access a complete history for every customer. See all their contact info, properties, past jobs, quotes, invoices, and notes in one organised profile.
- Store multiple contacts and site addresses per customer.
- Instantly recall past work to provide faster, more personal service.
From First Call to Final Invoice
Track leads from initial inquiry through to quoting and job completion. Set follow-up reminders so no opportunity slips through the cracks, and see your win rate soar.
- Visually track leads and quote status to stay organised.
- Automate follow-up reminders to improve conversion rates.
4–6 Hrs/Week
Save Time
No more hunting for customer details.
25%
Increase Repeat Work
Stay connected with past clients.
15%
Convert More Leads
Track and follow up before competitors do.
80%
Reduce Data Errors
One central source of truth for your team.
How It Works
Add Customers
Enter details manually or import from your contacts or accounting software.
Link Jobs & Records
Connect all quotes, jobs, invoices, and forms to the customer.
Manage & Follow Up
Use filters and reminders to stay in touch and win repeat work.