5 Important Reasons to Keep Track of Your Customer History

5 Important Reasons to Keep Track of Your Customer History

Running a service business and drowning in paper records? We get it. Those old-school methods are like running in slow motion. Sure, you've tried software and tools like spreadsheets and Google Calendar, but ask yourself– are they really talking to each other?

What may not be clear is that some of these methods are not connected and are not providing the efficiency your business needs, costing you money and preventing you from developing and taking advantage of new possibilities.

Imagine everything about your customers and jobs smoothly connected. 

So, here are five reasons why it is important to have digital tracking records of your customer history

1. Fast look-up for customer records

When a customer gives you a ring, it's crucial to swiftly find all the details – jobs, estimates, notes, attachments, and invoices – in one spot. Just a few clicks, and you can check out the data for today, this week, this month, or even the whole year. No more shuffling through file drawers – it's all right at your fingertips!

2. Everything is stored in one central location 

Have all your job records in one location – office notes, tech notes, and pictures taken at the job site. This will help you bid on future work, give customers an accurate estimate of time and materials, and ensure you’re maximizing revenue for each job.

In addition, your techs can look up the information on their phone/tablets without calling the office. This is valuable information for you and your techs on the field, so they don’t have to go back and forward wasting time to have this information.

Read More: From Paper to Profit: A Transition for Commercial Contractors


3. Easy access to invoices & job history

Keep track of which customer was invoiced and what equipment was invoiced - instantly. With a digital report, you can see whether the customer has an outstanding balance or completed payment. Having a clear and concise view of this information will make your profit and loss (P&L) statement easier to manage. 

4. Happier customers, repeat business

Knowing your customer’s purchase history can help you upsell and cross-sell products and services. You’ll be able to quickly see what a customer has bought in the past, which discounts you have applied, and make recommendations for future purchases.

Additionally, this data can help you identify customer trends.

Read More: Impress Your Customer With Highly Converting Professional Estimates


5. On-the-go equipment history for techs

Keep track of work history on every piece of equipment. This is helpful for maintenance and replacement purposes. Your techs can easily reference the repairs, the pieces that have been replaced, and the last maintenance right on their mobile device.

By keeping track of your customer history, you’ll be able to run your business more efficiently and effectively! Avoid transcribing everything into your billing system by doing it manually. Billing transcription errors may result in under- or overbilling, which destroys customer confidence and might lead to the loss of future business that would have been yours.

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The old saying of “The customer is always right” still rings true today, especially for everyone in the business and service industry. Keeping track of your customers (and being efficient about it) is undoubtedly the mandatory first step in cultivating positive customer relationships for the success of your business!

For a firsthand experience of how IndusTrack can boost your customer experience, take a step towards enhanced efficiency and customer satisfaction.


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