Know your customers
inside and out
Build stronger relationships with comprehensive customer profiles, complete service history, and powerful communication tools. Never miss a detail about your customers again.
John Davis
john@example.com
Sarah Mitchell
sarah@example.com
Robert Wilson
robert@example.com
Lisa Park
lisa@example.com
Mike Johnson
mike@example.com
Complete customer profiles at your fingertips
Store all customer information in one place. From contact details to property information, service preferences, and custom fields - everything your team needs is just a click away.
- Contact information & multiple addresses
- Custom fields for your business needs
- Property details & equipment records
- Customer preferences & special instructions
- Tags and segments for easy organization
Complete service history for every customer
Access the full history of every job, invoice, and interaction. Your team can see exactly what was done, when, and by whom - ensuring consistent, personalized service every time.
- Chronological job and service timeline
- Detailed job notes and photos
- Invoice and payment history
- Equipment service records
- Technician notes and recommendations
Service History — John Davis
Jan 15, 2026
HVAC Annual Maintenance
Technician: Mike T. · $320
Nov 02, 2025
Emergency Repair — Furnace
Technician: Jake R. · $580
Aug 20, 2025
AC Tune-Up
Technician: Mike T. · $180
Mar 10, 2025
Duct Cleaning
Technician: Sara L. · $450
Jan 12, 2025
HVAC Annual Maintenance
Technician: Mike T. · $310
Communication Log
+ New MessageAppointment Confirmation
2h agoYour HVAC maintenance is scheduled for Jan 15…
On-My-Way Notification
Jan 15Your technician Mike is on the way! ETA 15 min.
Invoice #1042 Sent
Jan 15Thank you for your business! Your invoice total…
Review Request
Jan 16How was your recent service? We'd love your feedback.
Stay connected with your customers
Communicate seamlessly with built-in email and SMS tools. Use templates for common messages, track all communications, and never let a customer slip through the cracks.
- Email and SMS from one platform
- Customizable message templates
- Automated appointment reminders
- Complete communication log
- Bulk messaging for announcements
Trusted by businesses everywhere
Manage your customers better with Cloudflow
Everything you need to manage customers
Powerful CRM features designed specifically for field service businesses
Customer Reviews
Collect and manage customer feedback to improve your service quality
Customer Analytics
Track customer lifetime value, service frequency, and revenue trends
Notes & Documents
Attach files, photos, and detailed notes to customer records
Customer Segments
Organize customers into groups for targeted marketing and service
Email Integration
Sync with your email to keep all customer communications in one place
Click-to-Call
Call customers directly from their profile with one click
Ready to build better
customer relationships?
Start your free trial today and see how Cloudflow can help you manage your customers more effectively. No credit card required.