Every customer, and everything you have done for them.
One record per customer holds their contact details, their sites, and a full history of every survey, quote, job and invoice. Add a customer in seconds, or bring your existing ones over from QuickBooks.
Add a customer in seconds
Name, phone, email and address, and you are done. Tap the address on site to open it in your maps app for directions. Commercial customers like councils, estates and holiday parks can hold as many sites as they need.
- Residential or commercial customers
- Multiple sites per customer, each with its own address
- Tap an address to open directions in Apple or Google Maps
Already on QuickBooks? Bring them over
Connect QuickBooks and import your existing customers in one step, so you are not typing them all in again. From then on, Treetask stays the source of truth.
The full history, one tap away
Every survey, quote, job and invoice you have ever done for a customer sits on their record. Repeat customers are one tap from a new quote with all their details already filled in.
Try it on your own jobs.
Set your business up in a few minutes and put a real job through Treetask. No card needed to take a look round.