Every quote, job, invoice and message, on one record
When Hannah rings about the socket you fitted last spring, you want to know what you quoted, what you charged and what she paid before she's finished the sentence. A customer record in SortedMate is exactly that: the details, the addresses and the whole history, on tabs, on your phone.
In the demo, try this
A new customer rang. Add them in three quick steps.
What happens: Saved. Every quote, job and invoice for this customer now lands in one record.
- Go to Customers and press New Customer.
- Fill in a name, a way to contact them and an address, then save.
How it works
One record, the whole history
Domestic or commercial
A domestic customer is a person and an address. A commercial one is a business, and business search fills in the company details so you're not typing a registered name off an email signature. Both get the same record, with billing and site addresses kept separate and extra sites for when the work is spread about.
Three steps to add one
Core Details is the name and how to reach them. Address Details is where they live or trade and where the work is, if that's different. Marketing Preferences is whether you're allowed to message them about anything other than their job. Three screens, from your phone, while you're still on the call.
Quotes, Jobs, Invoices, Comms
The record has 4 tabs. Quotes shows every quote and its status. Jobs shows the work, done and booked. Invoices shows what's been billed and what's still owed. Comms shows the messages. Above them: customer since, last updated, and a notes box for the things that don't fit anywhere else, like the dog's name and where the key is.
Consent, kept properly
Marketing consent flags live on the record, so you know who's said yes to hearing from you and who hasn't. When a customer moves away, archive them; the history stays put and you can restore them if they come back.
Details that matter
The small things you'd otherwise find out the hard way
- Domestic or commercial customers
- Three-step create: Core Details, Address Details, Marketing Preferences
- Business search for commercial customers
- Billing and site addresses kept separate
- Extra sites for customers with more than one property
- Tabs for Quotes, Jobs, Invoices and Comms
- Customer since and last updated on every record
- Notes for the things that don't fit anywhere else
- Marketing consent flags
- Archive and restore
FAQ
Questions, answered straight
If yours isn't here, email hello@sortedmate.com and a person will answer it.
Do I have to add customers before I quote?
What's the difference between a billing address and a site address?
Can I keep track of who's happy to hear from me?
What happens if I delete a customer?
How many customers can I have?
That was a demo
Create your workspace and do it with your real business.
Starter is free forever. Paid plans come with a 14-day trial.